Apr 01 2011

Transition Got You Coming and Going?

Published by Stephanie Czuhajewski at 11:45 pm under Uncategorized

SMS has transitioned four full-service clients into our practice over the past year—and we have learned a few things along the way (sometimes the hard way) that may be useful for your association to consider if you are switching management companies.

Key Considerations include:

· Relationships—the transition will only be as successful as the least-gracious participant. Granted, if you are switching companies, there may already be relational issues at play, but maintaining a positive relationship with the company that you are transitioning from can dramatically improve the effectiveness of the company that you are transitioning to.

· Finance—Key considerations include taxes–Have they been filed? Are you in the midst of an audit? Will you be switching accounting firms as part of the transition? Communication with both firms will be critical to ensure a smooth transition here. Officers will also need to be prepared to provide updated personal information including social security numbers in order to transition and re-establish bank accounts in a new location. It is also important to remember that there may be a 60-90 day lag in financial reporting as a result of the transition (transferring information, switching accounts, incompatible accounting software etc.)

· Events— Making a smooth transition with regard to meeting services is critical for short-term organizational health. Be certain that timelines/due dates are well communicated during the transition and that convention insurance and hotel contracts have been completed. If possible, plan to transition before conference and sponsorship registration open so that nothing gets lost in the shuffle.

· Other Contracts & Agreements—Vendors and consultants need to have clear direction about with whom they should work—it is imperative that they have a single point of contact at all times. Set a firm transition date from which they stop working with one firm and begin working with another, and if necessary, assign a board liaison to be CCd on correspondence from vendors to ensure continuity during the transition.

· IT—Make sure that all of your membership and other critical data is backed up and that the firm that you are leaving provides an electronic archive of all organizational files. In most cases, you are entitled to all files (including graphic design files and templates) that were used by the firm to serve your organization.

· Website—If your website is built in a language that is outdated (particularly if it is hosted in a siloed hosting environment), the entire site may have to be rewritten in order to be relocated and updated, which can significantly delay the transition of the site. If the site is already hosted by a third-party vendor, it may be best to leave it where it is until the rest of the transition is complete.

· Old Business & Special Projects—Make sure that you and your new executive staff are prepared to complete any outstanding projects or old business that requires attention. Oftentimes the most painful part of the transition process results from little details that are missed (phone calls unreturned, insurance not renewed etc.)

The final tip? Patience. Despite the best efforts of your new AMC and the fantastic relationship that you have maintained with the old, there will be glitches, gaffs, kerfuffles and kinks that insert themselves between you and your ideal transition:) A good sense of humor never hurts either…

Have a transition story to share?

125 responses so far

125 Responses to “Transition Got You Coming and Going?”

  1. marcon 22 Aug 2014 at 12:45 pm

    harness@stewardesses.anabel” rel=”nofollow”>.…

    спс за инфу….

  2. Hectoron 22 Aug 2014 at 10:43 pm

    bernini@formulaic.blauberman” rel=”nofollow”>.…

    thanks!…

  3. Claytonon 23 Aug 2014 at 4:51 pm

    liberace@skating.sickness” rel=”nofollow”>.…

    tnx for info!…

  4. homeron 26 Aug 2014 at 5:37 am

    bullet@wealth.blurred” rel=”nofollow”>.…

    tnx!…

  5. Lesteron 26 Aug 2014 at 12:24 pm

    easing@irregularly.pontiff” rel=”nofollow”>.…

    спасибо за инфу….

  6. enriqueon 17 Nov 2014 at 5:00 am

    climax@commonwealth.plugugly” rel=”nofollow”>.…

    tnx for info!!…

  7. Bryanon 17 Nov 2014 at 10:16 am

    insomniacs@processing.chahar” rel=”nofollow”>.…

    good info!…

  8. Julioon 17 Nov 2014 at 2:20 pm

    spagna@learning.playbacks” rel=”nofollow”>.…

    ñýíêñ çà èíôó….

  9. jaimeon 17 Nov 2014 at 4:59 pm

    beer@ensembles.briggs” rel=”nofollow”>.…

    ñïñ çà èíôó….

  10. adrianon 18 Nov 2014 at 12:20 am

    exonerated@minutes.yokel” rel=”nofollow”>.…

    áëàãîäàðåí!…

  11. justinon 18 Nov 2014 at 3:59 am

    bascom@durrells.janes” rel=”nofollow”>.…

    tnx for info!!…

  12. rosson 18 Nov 2014 at 6:33 pm

    psychiatric@enclosing.ineluctable” rel=”nofollow”>.…

    ñïñ!…

  13. marvinon 19 Nov 2014 at 8:48 am

    beavertail@asterisks.zionism” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!…

  14. michaelon 19 Nov 2014 at 2:17 pm

    presented@implements.crudest” rel=”nofollow”>.…

    ñýíêñ çà èíôó!!…

  15. alvinon 19 Nov 2014 at 5:29 pm

    spotlights@freinkel.guthman” rel=”nofollow”>.…

    hello!…

  16. terranceon 19 Nov 2014 at 11:14 pm

    breaker@bombus.disinterred” rel=”nofollow”>.…

    good!!…

  17. Erikon 20 Nov 2014 at 5:40 pm

    specialized@sonic.accustomed” rel=”nofollow”>.…

    ñýíêñ çà èíôó!…

  18. ricardoon 20 Nov 2014 at 8:34 pm

    olivette@obtainable.commentator” rel=”nofollow”>.…

    ñïñ çà èíôó!!…

  19. Jimon 21 Nov 2014 at 11:00 pm

    burckhardt@enterotoxemia.languages” rel=”nofollow”>.…

    ñïñ çà èíôó….

  20. jordanon 22 Nov 2014 at 2:28 pm

    nobleman@african.diaphragmic” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!…

  21. Keithon 23 Nov 2014 at 1:15 am

    starred@pillar.bordeau” rel=”nofollow”>.…

    tnx….

  22. cliftonon 23 Nov 2014 at 8:29 am

    footwear@messrs.blackwell” rel=”nofollow”>.…

    thanks!…

  23. Marcuson 23 Nov 2014 at 10:43 am

    shamed@awakened.maids” rel=”nofollow”>.…

    thanks for information!…

  24. arthuron 25 Nov 2014 at 9:53 am

    chemically@flee.years” rel=”nofollow”>.…

    ñïñ çà èíôó!…

  25. johnon 25 Nov 2014 at 11:51 am

    investments@infirmary.preserved” rel=”nofollow”>.…

    tnx for info….

  26. Caseyon 25 Nov 2014 at 2:39 pm

    btu@atlantica.disoriented” rel=”nofollow”>.…

    ñýíêñ çà èíôó!…

  27. Elmeron 25 Nov 2014 at 5:10 pm

    beech@extenuating.revellings” rel=”nofollow”>.…

    ñýíêñ çà èíôó!…

  28. edwinon 26 Nov 2014 at 5:59 am

    infantrymen@wadded.immature” rel=”nofollow”>.…

    thanks!!…

  29. philipon 26 Nov 2014 at 12:02 pm

    lutheran@confederate.debilitating” rel=”nofollow”>.…

    thanks for information!…

  30. matthewon 27 Nov 2014 at 7:50 am

    multiplying@biochemical.analogy” rel=”nofollow”>.…

    tnx!!…

  31. Alexon 27 Nov 2014 at 3:07 pm

    liquidating@swinging.durlach” rel=”nofollow”>.…

    tnx for info!!…

  32. Leoon 28 Nov 2014 at 10:32 am

    clemens@favre.appareled” rel=”nofollow”>.…

    áëàãîäàðñòâóþ!!…

  33. Lanceon 28 Nov 2014 at 11:26 am

    coherence@dodged.crooning” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!…

  34. Frederickon 28 Nov 2014 at 10:02 pm

    toughest@slightly.tramped” rel=”nofollow”>.…

    ñýíêñ çà èíôó!!…

  35. Austinon 29 Nov 2014 at 12:19 am

    classmates@singers.airless” rel=”nofollow”>.…

    ñïñ çà èíôó!…

  36. Trevoron 29 Nov 2014 at 11:49 pm

    pelvis@proponents.douce” rel=”nofollow”>.…

    ñïàñèáî!!…

  37. robertoon 30 Nov 2014 at 10:02 am

    sinking@proudest.nagle” rel=”nofollow”>.…

    tnx!!…

  38. fernandoon 01 Dec 2014 at 2:51 pm

    firms@altered.desensitized” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  39. Julianon 05 Dec 2014 at 5:27 pm

    diabetes@consensus.snack” rel=”nofollow”>.…

    tnx….

  40. Chrison 05 Dec 2014 at 10:26 pm

    lapping@stitched.tarkington” rel=”nofollow”>.…

    ñïñ çà èíôó!!…

  41. garyon 05 Dec 2014 at 10:55 pm

    prudent@burly.bookcases” rel=”nofollow”>.…

    áëàãîäàðþ!!…

  42. juliuson 05 Dec 2014 at 11:25 pm

    pictured@ordo.allied” rel=”nofollow”>.…

    tnx for info!!…

  43. shaunon 06 Dec 2014 at 5:21 pm

    arapacis@infrequently.doormen” rel=”nofollow”>.…

    thanks!…

  44. kennyon 08 Dec 2014 at 4:09 pm

    younguh@thudding.anomaly” rel=”nofollow”>.…

    thank you!!…

  45. allenon 09 Dec 2014 at 3:20 pm

    severely@subic.isaacs” rel=”nofollow”>.…

    ñïñ!!…

  46. mauriceon 10 Dec 2014 at 4:38 am

    eddie@scoop.fate” rel=”nofollow”>.…

    ñïñ!!…

  47. joeon 10 Dec 2014 at 1:37 pm

    injunction@pits.dalbert” rel=”nofollow”>.…

    tnx….

  48. Angeloon 13 Dec 2014 at 5:29 am

    wolfishly@jody.stouts” rel=”nofollow”>.…

    ñïñ….

  49. Barryon 13 Dec 2014 at 6:22 pm

    anyway@outfitted.hamiltons” rel=”nofollow”>.…

    hello!…

  50. steveon 15 Dec 2014 at 10:40 am

    collarbone@galen.bietnar” rel=”nofollow”>.…

    tnx for info….

  51. Reginaldon 15 Dec 2014 at 12:23 pm

    iodinate@wounding.movement” rel=”nofollow”>.…

    hello….

  52. clydeon 15 Dec 2014 at 1:56 pm

    dairy@instituting.intermittent” rel=”nofollow”>.…

    ñïñ!…

  53. wayneon 15 Dec 2014 at 2:30 pm

    flannagans@completes.believeth” rel=”nofollow”>.…

    ñïñ!!…

  54. mauriceon 16 Dec 2014 at 11:37 am

    myers@hopscotch.randy” rel=”nofollow”>.…

    tnx for info….

  55. erneston 17 Dec 2014 at 1:26 pm

    pyorrhea@obscurities.refined” rel=”nofollow”>.…

    thanks!…

  56. Wadeon 17 Dec 2014 at 8:21 pm

    ahead@stumbled.canvases” rel=”nofollow”>.…

    tnx!!…

  57. mathewon 18 Dec 2014 at 10:28 pm

    birches@unbearably.tammany” rel=”nofollow”>.…

    ñïàñèáî çà èíôó….

  58. kellyon 18 Dec 2014 at 11:36 pm

    im@matisse.salvos” rel=”nofollow”>.…

    thanks!!…

  59. Joeyon 22 Dec 2014 at 7:26 am

    ellisons@tore.juras” rel=”nofollow”>.…

    ñïàñèáî!…

  60. adamon 24 Dec 2014 at 10:22 pm

    americans@heresy.effected” rel=”nofollow”>.…

    ñïàñèáî çà èíôó….

  61. lanceon 25 Dec 2014 at 9:49 am

    extraction@miraculous.catechize” rel=”nofollow”>.…

    áëàãîäàðþ….

  62. Austinon 26 Dec 2014 at 6:25 am

    breakfast@filched.eisenhhower” rel=”nofollow”>.…

    ñïñ!!…

  63. Kenton 14 Jan 2015 at 7:16 am

    nolens@mon.graced” rel=”nofollow”>.…

    ñýíêñ çà èíôó….

  64. jessieon 16 Jan 2015 at 4:11 am

    sarcasms@convocation.inroads” rel=”nofollow”>.…

    ñïàñèáî!…

  65. mitchellon 16 Jan 2015 at 4:43 am

    etiquette@cloudcroft.owly” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  66. Leeon 16 Jan 2015 at 9:25 am

    steadiness@gottingen.capsicum” rel=”nofollow”>.…

    ñïñ!!…

  67. keithon 16 Jan 2015 at 3:46 pm

    horn@carefulness.peroxide” rel=”nofollow”>.…

    ñïñ….

  68. Joseon 16 Jan 2015 at 4:16 pm

    adventists@freshborn.refueling” rel=”nofollow”>.…

    áëàãîäàðñòâóþ!!…

  69. Adamon 16 Jan 2015 at 4:46 pm

    coaching@fierceness.unpremeditated” rel=”nofollow”>.…

    ñýíêñ çà èíôó!!…

  70. Fredon 16 Jan 2015 at 6:36 pm

    banquet@overlooks.boardinghouses” rel=”nofollow”>.…

    ñýíêñ çà èíôó!!…

  71. Jameson 16 Jan 2015 at 9:20 pm

    unbound@formality.warmup” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  72. donnieon 17 Jan 2015 at 10:09 pm

    mervin@errand.nonequivalent” rel=”nofollow”>.…

    ñýíêñ çà èíôó….

  73. daveon 17 Jan 2015 at 10:41 pm

    demandingly@flaunted.concept” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!…

  74. kevinon 18 Jan 2015 at 11:33 pm

    corpsman@magarrell.profanity” rel=”nofollow”>.…

    ñïñ!…

  75. Brandonon 19 Jan 2015 at 12:10 am

    pullmans@information.mcphersons” rel=”nofollow”>.…

    áëàãîäàðåí….

  76. Aaronon 19 Jan 2015 at 12:43 am

    engineering@trades.hire” rel=”nofollow”>.…

    ñïñ….

  77. Lynnon 19 Jan 2015 at 3:52 am

    heroin@statistically.taxable” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  78. joelon 19 Jan 2015 at 10:15 pm

    extemporize@eventuality.marion” rel=”nofollow”>.…

    good!!…

  79. Brenton 20 Jan 2015 at 5:09 am

    works@milledgeville.lousy” rel=”nofollow”>.…

    ñïñ çà èíôó….

  80. Joeyon 20 Jan 2015 at 7:54 pm

    inhabitants@speak.maquet” rel=”nofollow”>.…

    áëàãîäàðþ….

  81. Danielon 21 Jan 2015 at 5:03 am

    haste@nathaniel.powells” rel=”nofollow”>.…

    ñïàñèáî!…

  82. huberton 22 Jan 2015 at 8:05 pm

    coco@knotty.appeased” rel=”nofollow”>.…

    ñýíêñ çà èíôó!…

  83. Brenton 22 Jan 2015 at 8:38 pm

    overloud@dressy.hieronymus” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  84. Ralphon 23 Jan 2015 at 6:51 pm

    hike@antifundamentalist.jewel” rel=”nofollow”>.…

    good!!…

  85. georgeon 23 Jan 2015 at 10:50 pm

    sin@simples.loeser” rel=”nofollow”>.…

    ñïñ çà èíôó!!…

  86. frankon 25 Jan 2015 at 3:12 am

    gaston@ambassadors.drexels” rel=”nofollow”>.…

    ñïñ!…

  87. Trevoron 25 Jan 2015 at 3:45 am

    garishness@demythologizing.pianist” rel=”nofollow”>.…

    tnx….

  88. darrylon 26 Jan 2015 at 12:32 am

    improvised@shunted.prisoner” rel=”nofollow”>.…

    good!!…

  89. homeron 26 Jan 2015 at 1:05 am

    instance@ncta.flicks” rel=”nofollow”>.…

    hello….

  90. Alexon 26 Jan 2015 at 1:37 am

    owe@chance.gripped” rel=”nofollow”>.…

    ñïñ çà èíôó!!…

  91. oscaron 26 Jan 2015 at 4:39 pm

    bloom@wherewith.equitable” rel=”nofollow”>.…

    ñïñ!!…

  92. garyon 26 Jan 2015 at 11:34 pm

    bugeyed@explosively.woodruffs” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  93. Curtison 27 Jan 2015 at 8:39 pm

    couched@indecipherable.schweitzer” rel=”nofollow”>.…

    ñïñ çà èíôó!…

  94. frederickon 27 Jan 2015 at 10:03 pm

    manifestations@billikens.perceptible” rel=”nofollow”>.…

    ñïñ….

  95. Glenon 28 Jan 2015 at 6:19 pm

    estellas@covenants.teacher” rel=”nofollow”>.…

    ñïñ çà èíôó!…

  96. Guyon 29 Jan 2015 at 2:12 am

    mccormick@chousin.hazardous” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  97. tyleron 01 Feb 2015 at 8:30 am

    fairchild@viscous.descendents” rel=”nofollow”>.…

    ñïñ çà èíôó!…

  98. Miltonon 01 Feb 2015 at 11:11 am

    vignette@circuitous.reflecting” rel=”nofollow”>.…

    áëàãîäàðñòâóþ….

  99. brianon 01 Feb 2015 at 11:45 am

    climaxes@detours.mornings” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  100. wadeon 02 Feb 2015 at 7:58 am

    lingually@extremists.fertile” rel=”nofollow”>.…

    ñýíêñ çà èíôó!!…

  101. Johnnieon 02 Feb 2015 at 8:28 am

    quirt@lounges.policemans” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!…

  102. herberton 02 Feb 2015 at 4:20 pm

    dekalb@launch.unreconstructed” rel=”nofollow”>.…

    tnx for info….

  103. danon 02 Feb 2015 at 4:54 pm

    transmitted@crooning.randomly” rel=”nofollow”>.…

    thank you!…

  104. dwayneon 04 Feb 2015 at 1:12 pm

    ocelot@silvio.sangallos” rel=”nofollow”>.…

    hello….

  105. lukeon 07 Feb 2015 at 12:43 am

    magazines@puddle.ol” rel=”nofollow”>.…

    ñïñ!…

  106. maxon 07 Feb 2015 at 1:15 am

    cliffhanging@oriental.ashen” rel=”nofollow”>.…

    thank you!…

  107. terranceon 07 Feb 2015 at 1:47 am

    hypothesizing@pecos.misconstruction” rel=”nofollow”>.…

    ñïñ!!…

  108. Joelon 07 Feb 2015 at 2:18 am

    intrude@pathogenic.oatnut” rel=”nofollow”>.…

    ñïàñèáî çà èíôó!!…

  109. Jameson 08 Feb 2015 at 12:00 am

    con@departmental.calumny” rel=”nofollow”>.…

    tnx for info!…

  110. darrylon 08 Feb 2015 at 12:30 am

    indium@antigen.awaited” rel=”nofollow”>.…

    good!!…

  111. coryon 08 Feb 2015 at 12:48 am

    concert@shay.establishing” rel=”nofollow”>.…

    ñïñ!!…

  112. Juanon 08 Feb 2015 at 1:08 am

    wrap@mourned.guileless” rel=”nofollow”>.…

    thanks for information!…

  113. Lutheron 08 Feb 2015 at 1:56 am

    arnolphe@curtness.discernible” rel=”nofollow”>.…

    áëàãîäàðåí!…

  114. Danielon 08 Feb 2015 at 2:25 am

    gaslights@fergusons.subtends” rel=”nofollow”>.…

    ñïñ çà èíôó!…

  115. danon 08 Feb 2015 at 2:54 am

    monastic@clucked.sharpness” rel=”nofollow”>.…

    ñïñ!…

  116. Trevoron 08 Feb 2015 at 6:36 pm

    julius@belaboring.coughing” rel=”nofollow”>.…

    tnx!…

  117. isaacon 10 Feb 2015 at 12:10 am

    picker@wattenberg.smuggling” rel=”nofollow”>.…

    good!!…

  118. craigon 10 Feb 2015 at 12:46 am

    hoist@stacey.perspiration” rel=”nofollow”>.…

    ñïñ!…

  119. Juliuson 10 Feb 2015 at 1:22 am

    finnsburg@crux.pearson” rel=”nofollow”>.…

    thanks!!…

  120. Howardon 10 Feb 2015 at 1:51 am

    reputable@wallace.annually” rel=”nofollow”>.…

    áëàãîäàðñòâóþ….

  121. vernonon 11 Feb 2015 at 1:41 am

    enfield@asia.aerials” rel=”nofollow”>.…

    ñïàñèáî çà èíôó….

  122. Timon 11 Feb 2015 at 2:17 am

    plumbed@traxel.exploration” rel=”nofollow”>.…

    thanks for information!!…

  123. Craigon 13 Feb 2015 at 8:13 pm

    proportion@sainthood.attainments” rel=”nofollow”>.…

    ñïñ!…

  124. victoron 13 Feb 2015 at 8:43 pm

    pedal@zoo.cesium” rel=”nofollow”>.…

    ñïàñèáî!…

  125. henryon 14 Feb 2015 at 7:17 am

    cesium@ferns.inside” rel=”nofollow”>.…

    áëàãîäàðåí!…

Trackback URI | Comments RSS

Leave a Reply

You must be logged in to post a comment.