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Succession Planning: Here’s One Crisis You Can Avoid!. 2012 AIRS Training and Education Conference Jackie Hall | Pathways Consulting Inc | May 23, 2012. Welcome!. Individually rate: 1 = very low; 7 = very high. How valuable an experience do you plan to have?

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succession planning here s one crisis you can avoid

Succession Planning:Here’s One Crisis You Can Avoid!

2012 AIRS Training and Education Conference

Jackie Hall | Pathways Consulting Inc | May 23, 2012

welcome
Welcome!

Individually rate: 1 = very low; 7 = very high

  • How valuable an experience do you plan to have?
  • How engaged and active do you plan to be?
  • How invested are you in the quality of the experience of those around you?

Discuss with those around you

learning objectives
Learning Objectives
  • Recognize importance to organizational viability
  • Complete succession readiness checklist
  • Understand three methods to develop
  • Know steps in creating a plan
  • Learn about real-life example
references resources
References/Resources
  • CompassPoint Executive Search & Transition

Succession Planning templates, compasspoint.org/et

  • The Annie E. Casey Foundation

Executive Transition Monograph Series, aecf.org

  • Chief Executive Succession Planning, Nancy R. Axelrod

BoardSource.org

succession fire drill
“Succession Fire Drill”

What would you need to do?

What would you need to know?

it s important
It’s Important…
  • Risk management
  • Resiliency
  • Shared leadership
  • Energizing
  • Generational need
succession planning for nonprofits
Succession Planning for Nonprofits
  • Not about “heir apparent”
  • Not a one-time event
  • Fosters shared vision/strategy
  • Build bench strength
  • Sound infrastructure and transition plan
why might you initiate it
Why Might You Initiate It?
  • New board leadership
  • CEO evaluation
  • Board self-assessment
  • Strategic planning
  • Organizational crisis
possible approaches to succession planning
Possible Approaches to Succession Planning
  • Strategic Leadership Development
  • Temporary/Emergency
  • Departure-Defined
steps in emergency succession planning
Steps in Emergency Succession Planning
  • Identify priority functions
  • Decide who should cover
  • Define procedures (short-, long-term)
  • Establish process for acting executive
  • Draft communication plan
  • Implement documentation/cross-training
  • Build in a review process
departure defined additional considerations
Departure-DefinedAdditional Considerations
  • Personal and professional issues
  • Establish time frames
  • Build into strategic plan
  • Determine executive search strategy
  • Executive Emeritus role?
case example
Case Example

Marguerite Redwine

Chief Executive Officer

New Orleans, Louisiana

emergency succession plan
Emergency Succession Plan
  • Challenges
  • Successes
  • Lessons Learned
departure defined succession plan
Departure-DefinedSuccession Plan
  • Challenges
  • Successes
  • Lessons Learned
action planning
Action Planning
  • Use Readiness Checklist
  • Identify Critical Gaps
  • Information and Contact

Inventory

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