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Dealing with officer transition is a busy time of year for most organizations. If you’re part of the management team helping onboard new recruits, being super organized and having structured training sessions allow that process to run more smoothly. And if you’re an incoming officer, staff member, or new admin, or someone who’s just been given more responsibilities in managing the organization, learning the ropes might feel like drinking from a fire hose.
We’re a few steps ahead, though (and if you’re reading this, you are, too!) The following resources will help you navigate this period of transition like a pro. The objective is to build upon the great work you’ve already done rather than start over every time.
Support Documentation The Support Center is an online resource for general memberplanet administrators. If your organization has an enterprise account with memberplanet, first check your customized success site for how-to documentation and FAQs. Our support articles have detailed, step-by-step instructions, examples, screenshots, and sometimes video. Admin role management: How to give memberplanet admin access to officers in your organization. Manage bank access for administrators: Choose admins/staff members who are allowed to access your organization’s bank info. Set up a new bank account for your organization: Our secure bank verification process requires a government-issued ID for your group to receive funds in a new account. Review reports for copy events, forms, and more: Each feature has its respective reports section, and any type of transaction data can also be viewed in the All Payments Report. Forms, donation campaigns, and events can be copied and edited.
memberplanet Blog For actionable tips, training strategies, and leadership advice, visit our blog category: officer transition. Articles include resources for both incoming and outgoing staff or administrative users.
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