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Effective Succession Planning for Nonprofits: Strategies for Transition Success

In today's rapidly changing nonprofit landscape, having a solid succession plan is vital for ensuring continuity and minimizing disruptions. This guide covers essential succession planning strategies, including emergency plans, strategic leader development, and departure-defined transitions. Discover the three types of succession planning, how to identify core competencies, and the importance of training and retaining talent. Learn about readiness checklists and transitional tools to prepare your organization for the unexpected. Don't wait until it's too late—start planning now!

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Effective Succession Planning for Nonprofits: Strategies for Transition Success

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  1. Executive Transitions Paul Clarke Nonprofit Resource Center 23 @ 4 Series 2011

  2. big We’re small…do we really need a Plan? YES! When? Now. SOURCE: http://www.blueavocado.org/content/succession-planning-nonprofits-all-sizes

  3. Poor Planning = Higher Cost Unplanned = Interruption No Plans = Lost revenue Why Plan Transitions?

  4. 3 Kinds of Succession Planning • Emergency • Strategic Leader Development • Departure-Defined Succession Planning

  5. Emergency Have plan in place • Who steps in? • Which duties taken?

  6. Strategic Leader DevelopmentOngoing plan • Identifies core competencies • Clarifies skills needed • Develops existing staff

  7. Departure-Defined • Transition Plan • Job Review • Compensation Research • 1-4 years out • Policy in place • Backup Plan

  8. Leadership Succession Planning • Ongoing • Focused • Identifies Skills Needed • Recruit, Train & Retain Talent

  9. Succession Readiness

  10. The Book Managing Executive Transitions: A Guide for Nonprofits by Tim Wolfred Seven Essentials for a Successful Executive Transition

  11. Readiness Checklist • Plan in place • Annual E.D. evaluation by Board • Annual Board self-evaluation • Management team

  12. Readiness Checklist • Another person shares E.D. external relationships • 3 months’ Financial Reserve • Policies & Procedures Manuals up-to-date • Duties assigned for emergency

  13. Getting Started Templates and Guides: • Emergency Plan • Staff Surveys • Board Assessment • Stakeholder Interviews • Checklist • E.D. Legacy Statement SOURCE: http://www.compasspoint.org/et

  14. Strategic Leadership Development Toolkit

  15. Transition Tips • Prepare ahead • Don’t rush • Have #2 person • Hire passion, personality • Skills can be learned http://www.transitionguides.com/guides-for-executive-board-leaders

  16. Ready to Leave? • Am I ready to move on? • Is it time to leave? • Could someone else do this job better? • How & When do I tell the board? SOURCE: http://www.transitionguides.com/guides-for-executive-board-leaders

  17. Transition Tools • Managing Executive Transitions Handbook by NeighborWorks. • Executive Transition Guides. CompassPoint • Executive Transition Monographs. funded in part by the Casey Foundation and the Evelyn and Walter Haas, Jr. Fund.

  18. Paul Clarke Nonprofit Resource Page http://pcnrc.wordpress.com/ nrc@acpl.info 421-1238

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