Demo · fictional data · 18+ org
Tasks
Cascadia Leather Society

Officer handoffs

When a board role changes hands, a checklist opens: open tasks moved, the role's duties gone over, systems handed over, and the old holder's access checked.

Start one early

A term is ending: let the outgoing holder work through the list while they still have the access.

Systems to hand over

Accounts and things a role holds outside Colors. Each handoff for that role lists them.

  • Domain registrar loginSecretary
  • PO box keySecretary
  • Bank login and signer card (Sound Credit Union)Treasurer
  • Payment processor dashboardsTreasurer
  • Board Signal group (admin rights)Every role
  • Storage unit key and gate codeEvery role
Never put passwords, PINs or account numbers here. This list only reminds you what to hand over. Hand credentials over in person, then change them.