Booster Club Officer Transition Checklist
- Joni Yates
- Aug 3
- 1 min read
A complete booster-club handoff transfers access, authority, records, deadlines, money, vendor history, and open obligations. A list of passwords alone is not a transition.
Access and authority
Bank, payment platform, accounting, and card access
Email, website, social, and shared-drive access
State, tax, insurance, and school records as applicable
Authorized signer and administrator updates
Two-factor authentication and recovery
Key, storage, equipment-room, and mailbox access
Financial handoff
Current bank balance and reconciliation date
Approved budget and actual-versus-budget report
Restricted funds and donor conditions
Unpaid bills, deposits, refunds, and reimbursements
Open purchase orders and contracts
Filing, renewal, and insurance deadlines
Program and vendor handoff
Uniform styles, colors, art, and reorder instructions
Equipment inventory and reconditioning schedule
Vendor contacts, quotes, invoices, terms, and issue history
Team-store access, payouts, and open customer issues
Sponsor commitments and promised benefits
Fundraiser contracts and remaining deliverables
Calendar handoff
Tryouts and roster deadlines
Uniform and equipment order dates
First and last competition dates
Fundraisers and sponsor deadlines
Senior night, awards, banquet, and elections
Board meetings and school approvals
Complete the transfer
Create an open-items list with owner and due date
Hold a live walkthrough
Test every critical login
Confirm cash and obligation totals
Notify relevant parties of authority changes
Archive an acknowledged transition record
Next step
Use the resource center at https://www.legendsathleticsupply.com/post/booster-club-resource-center-start-here. For help applying this to your program, contact Legends at https://www.legendsathleticsupply.com/contact.
Last reviewed: August 2026. School policies, tax treatment, legal requirements, pricing, and timelines can change. Confirm current requirements with the appropriate authority.