How to transition speaker management responsibilities between team members
How to transition speaker management responsibilities between team members
Transition Speaker Management Responsibilities Between Team Members
The Speakers feature in Cadence allows you to establish clear workflows for managing speaker profiles as team members change roles or leave your organization. From the Speakers Menu › Settings area, you can document current configurations, create transition plans, and ensure continuity in speaker management throughout your event platform.
When to use
When onboarding new team members to speaker management roles
When transferring responsibilities during staff changes
When documenting speaker management processes for continuity
When creating a structured handoff plan for event management
You must have System Administrator or Event Manager permissions to implement these transition strategies. Required fields are marked with an asterisk (*).
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Speakers" in the left sidebar menu.
If you don't see the Speakers option, you may need to enable it first through Event Setup › Menu.
Select the "Settings" tab at the top of the Speakers page.
Document the current speaker display settings.
Take screenshots of the current configuration to include in your transition documentation.
Note the current sorting method from the "Sort By" dropdown:
"A-Z (Last Name)" for alphabetical sorting
"Custom order" for manually arranged speakers
Create a transition document outside of Cadence that includes:
Current speaker management processes
Speaker naming conventions and standards
Custom sorting preferences and rationale
Schedule item linking procedures
Compile a list of all speakers with incomplete profiles that need attention.
Schedule a handoff meeting between outgoing and incoming team members.
Review the speaker management documentation together during the meeting.
If using custom order sorting, explain the rationale behind the current arrangement to prevent accidental reorganization.
Demonstrate how to add, edit, and link speakers to schedule items.
Show how to export speaker data for reporting and analysis.
Grant appropriate permissions to the new team member through Event Setup › Events Team.
Establish a transition period where both team members have access.
A two-week overlap period allows the new team member to ask questions while the outgoing member is still available.
Set up regular check-ins during the transition period to address questions.
Update any shared documentation with the new team member's contact information.
Troubleshooting
If the new team member cannot access speaker settings after the transition:
Verify they have been assigned the correct role permissions
Ensure they are properly added to the Events Team
Check that they are using the correct login credentials