What We Do
Leadership Transition Planning
The need for this program
The corporate sector has successfully implemented succession planning strategies for decades. However, those tools seem difficult to adapt to the charitable sector. Most nonprofits do not have the financial resources or workforce scale to make succession planning relevant or even affordable. That’s why we developed this program.
A curated framework & toolset
Seven Steps to Leadership Transition Planning™ introduces a curated framework that specifically addresses the realities and challenges in your organization when the CEO transitions out of their leadership role. We developed this set of tools so that it can be implemented in a uniquely customized approach. The plan you develop will only work effectively when applied to your organization. This is why the Seven Steps works so well compared to other more generic succession planning resources.
Response strategies & tactics
Driven by our consultancy, the Seven Steps approach defines the response strategies and tactics required by the organization in the event of the CEO’s extended absence or permanent departure. It provides a unique method for identifying and assessing potential leaders within the organization. It outlines specific board policies and staff procedures during a transition to maintain the organization’s integrity and services in the community. And it shows you how to integrate leadership transition planning into your overall strategic and organizational risk management planning.
Ensure the readiness of your board
Seven Steps is an advanced, governance/management learning paradigm wherein shared knowledge, experience and tactical approaches are provided. Our goal is that you come away with the tools to build a comprehensive, continuous plan that ensures the readiness of your board and management to respond to a planned or unplanned change in top leadership.