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Leadership Transitions. Roger J. Bass Search Consultant, Resource Group 175 Sonja Gustafson Board Chair, The Meridian School, Seattle. 11 Steps to a Successful Transition. The Impetus The Committee The Resources The Search Firm…or not Creating Appropriate Expectations The Position Piece

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leadership transitions

Leadership Transitions

Roger J. Bass

Search Consultant, Resource Group 175

Sonja Gustafson

Board Chair, The Meridian School, Seattle

PNAIS Governance Conference

November 7, 2005

slide2

11 Steps to a Successful Transition

  • The Impetus
  • The Committee
  • The Resources
  • The Search Firm…or not
  • Creating Appropriate Expectations
  • The Position Piece
  • The Search
  • The Interviews
  • The Hire
  • The Transition
  • Succession Planning

With thanks to Board Walk

www.boardwalkconsulting.com

1 the impetus
1) The Impetus
  • Crisis or planned?
  • Immediate concerns
  • Transition plan
  • Communications
2 the committee
2) The Committee
  • Who appoints?
  • Who chairs?
  • How many?
3 the resources
3) The Resources
  • Time, not money, is the scarcest resource
  • Immediate decisions to make:
    • Interim or no?
    • Budget: Search fees and expenses
4 the search firm or not
4) The Search Firm…or not
  • Why or why not?
    • Meridian developed a list of criteria (5 C’s)
  • Who selects?
  • Working partnership
  • Delegate, don’t abdicate
5 creating appropriate expectations
5) Creating Appropriate Expectations
  • Communicate, communicate, communicate!
  • Constituencies:
    • Board
    • Faculty
    • Families
    • Students – involvement a plus
6 the position piece
6) The Position Piece
  • A key marketing tool to specify the criteria for your new head
  • Describes:
    • The school environment, including annual budget
    • The required qualifications of new head
    • The school’s shared vision and goals
7 the search
7) The Search
  • National or local?
  • What can you afford?
  • Don’t underestimate the power of the network
  • Internal candidates
8 the interviews
8) The Interviews
  • Off-site for semifinalists (if applicable)
  • Moderated
  • Reference checking follows semifinal round
  • Finalist Visit logistics
9 the hire
9) The Hire
  • Core contract in place before the hire
  • Verbal agreement precedes contract negotiations
  • Formal offer
  • Formal acceptance
  • Sharing the good news
10 the transition
10) The Transition
  • Keep roles clear
  • Map out calendar
  • Mentoring
  • Staff relations
  • Relocation
  • “First 90 days”
11 succession planning
11) Succession Planning
  • How you treat your outgoing head is visible
  • Build in succession costs in your budget?
  • Succession planning sets the stage for your next transition
questions

Questions?

With thanks to Boardwalkconsulting.com

PNAIS Governance Conference

November 7, 2005