Smart information management keeps your organization running smoothly through transitions and growth.
But what exactly needs documenting and saving? Whether you're planning for leadership changes, or capturing institutional knowledge, these resources help you figure out what information to keep and how to organize it.
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OFMA originally created this orientation packet for our own staff transition. This template version can be adapted by any organization to help onboard incoming executive directors. Use it to give new staff a starting point for understanding how your organization operates, its major partners, and its role in Oregon's food system.
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The WA State Farmers Market Association has put together a robust info management workbook to help farmers markets know what to information collect, organize, and keep up to date, so your history and important daily operations are preserved.
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The Michigan Farmers Market Association has all the forms needed for a legacy binder with instant access to to your market’s history, context, and procedures that are essential for onboarding a new market manager, keeping a market operational during unexpected absences, and during other times of transition
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The Farmers Market Legal Toolkit’s guide to good recordkeeping. This page discusses legacy binders, vendor agreements, leases and other host site agreements, documents that show vendors are complying with market rules, documents that help ensure and prove safety at the market, and documents that establish business or administrative information.
Webinar Recordings
Farmers markets often experience frequent/seasonal staff changes, so it's important for market teams to prepare for and facilitate smooth changeovers. Rebecca Landis, longtime director of Corvallis-Albany Farmers’ Markets (https://locallygrown.org/), discussed their market's process for, and progress with, creating a staff transition plan, exploring common scenarios and best practices for markets of any size.