Successful Succession Planning KEEP TEXAS BEAUTIFUL ANNUAL CONFERENCE TARA LEVY
Session Goals • Clarify the necessity of succession planning • Understand types of succession planning • Prepare to make the case for succession planning and build a plan for your organization
Your Priorities • Name • Organizational role • What keeps you up at night?
Transition is inevitable.
TYPES OF SUCCESSION PLANNING • Emergency Succession Planning • Strategic Leadership Development • Departure Defined Transition Planning
A part of a healthy diet
SUCCESSION PLANNING FOR ALL • Professional development for all staff • Cross-training for all nonprofit staff • Documentation of key processes • Incorporate into job descriptions and annual evaluations
ALL MEANS Y’ALL, BOARD MEMBERS • Board leadership succession (Chair, Past-Chair) • Treasurer continuity through Finance Committee depth • Committee service as board training ground
Quick wins
TECHNOLOGY • Record passwords for ED’s computer and email • Create a password log with protocols for organization and individuals
FINANCIALS • Keep authorized check signers up-to-date • Is your ED’s salary competitive in your market? • Develop operational guidelines and document procedures for key systems
PEOPLE • Add staff and board phone numbers to your address book • Get contact info for 5-10 largest individual donors—and understand their relationship to the ED and organization • Ask employees about their career goals • Update job descriptions as part of the annual evaluation process
SHARE YOUR FEEDBACK AND GET MATERIALS https://www.surveymonkey.com/r/KTBsuccession
Thank you ADDITIONAL QUESTIONS? TARA@NONPROFITELEMENTS.COM
Additional Resources Alliance for Nonprofit Management Executive Transitions & Leadership Continuity Group: http://www.allianceonline.org/ Annie E. Casey Executive Transition Series: http://www.aecf.org Executive Transition Initiative: http://www.leadingtransitions.com/pdfs/ETIToolkit_1.pdf Forbes Fund: https://forbesfunds.org/sites/default/files/resource- files/Roadmap_to_Succession_Planning_PowerPoint.pdf Kansas City Federal Reserve (really): https://www.kansascityfed.org/publicat/community/Nonprofit-Executive-Succession-Planning- Toolkit.pdf
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