This is the shape of a real handoff checklist — type your organization’s name.
The Officer Transition & Handoff Kit gives every outgoing officer one checklist like this, naming exactly what’s transferred and what’s confirmed received. This preview shows the structure and one real role — the full kit (all 4 roles, the compliance calendar, the account & password transfer log) comes by email when you request it.
Nothing is saved or sent anywhere — this only changes what’s on your screen.
Officer Transition & Handoff Kit · Document I
Maplewood Elementary PTA — Treasurer Handoff Checklist
One checklist per outgoing role. The outgoing officer and the incoming officer both sign what’s confirmed received — that signed page is what stays in the file.
| Item to transfer | Transferred | Confirmed received |
|---|---|---|
| Signed annual financial review — the year is closed before handoff | ||
| Checkbook, unused checks, deposit slips and bank stamps | ||
| Bank signature card updated, old signers removed the same week | ||
| Online banking access transferred, every password reset | ||
| Ledger / check register and this year’s audit binder | ||
| EIN letter and IRS 990-N / 990-EZ confirmations |
Role 1 of 4 in the full kit — Treasurer, 12 items total (6 shown here). The kit also includes checklists for President, Secretary, and Vice President, each naming what that specific role hands off.
This is the structure of a real page from the kit, built for the role most often mishandled at handoff. The compliance calendar, the account & password transfer log, and the other 3 role checklists are in the full kit — request it to read the rest.