Simplifying Club Operational Handover in the Digital World

Getting started

What will I learn?
This module highlights how utilising digital platforms can support efficient handover of club documents, policies, and procedures and streamline volunteer coordination.

How long will it take?
‍This module will take approximately 10 minutes to complete.

Who should complete this module?
This module is designed for club leaders responsible for managing club organisational documents and operational knowledge.

Basic digital structures to simplify your club’s digital footprint

Digital Document Storage

There are a variety of free or low-cost digital storage platforms that clubs can adopt.

Cost is generally dependent on digital storage size.

Some user-friendly platforms include, but are not limited to:

• Google Drive
• Drop Box
• Microsoft Teams

A digital document storage platform can be used to store internal club documents, such as:

• Policies and procedures
• Club governing documents such as the constitution and by-laws
• Membership register
• Volunteer register
• Club volunteer role descriptions

Handover of club digital access

Handover is an important aspect of club succession planning

Handover checklist items to consider:

• Provide incoming volunteers with access to role specific volunteer email accounts
• Provide incoming volunteers with access to club digital document storage
• Update contact details of volunteers on club website
• Update club volunteer organisational chart
• Update club financial signatories for purposes of online banking
• Notify the club members of the change in personnel