The Short List of Groupable Tasks for the Outgoing Secretary

When the time comes for you to pass on the Secretary Office to a new individual, please check for any specific requirements from your Parent Group.

The following tasks are recommended from a Groupable perspective, but they do not fulfill the requirements of your Parent Group / Organization.

1. Check that your new secretary's contact information is accurate and in the system.
2. Has the new secretary been an assistant secretary in groupable|m2? Best practice - they've been helping out for a year.

Data Entry in Groupable

1. Check that your Member List is accurate.
2. Check that your Member Dues Payments are up to date.
3. Check that your Disbursement Authorizations (Vouchers) are up to date.
4. Add the new secretary to the Stripe Payments Account (Stripe Accounts: Managing Team Members, Transferring Account Ownership with a New Secretary).
5. Transfer Ownership of the Stripe Account to the new secretary (Stripe Accounts: Managing Team Members, Transferring Account Ownership with a New Secretary).
6. Add yourself as Assistant Secretary to ensure that you can help the new secretary after the Certificate of Election Installation replaces you as secretary.
7. Final Step: Submit your Certificate of Election

Are we missing anything? Reach out and let us know with the Help Button > Get in touch so we can be sure to add it to this list.