Succession planning is the process of identifying the critical positions within your organization and developing action plans and processes to ensure success during a time of transition for staff, board, and volunteers. If the most active member of your team were to walk away tomorrow, would your organization come to a screeching halt or begin a chaotic scramble to figure out the next steps? Are you prepared to guide your organization through both expected and unexpected transitions of team members? If the thought of losing and replacing essential team members makes you nervous, this session is for you. Join Funding For Good as we outline strategies to ensure that your mission can move forward productively, even during transitions.
 
Learning Objectives:
 
• Understand different threats that arise from friendly and hostile transitions.
• Learn how to protect your organization’s physical and intellectual property.
• Determine what information you should include in transition files to prepare for both unexpected and expected turnover.
• Explore ways a proactive communication plan ensures your team and the community know what to expect.
• Create a checklist of items you can work on now to help promote successful succession transitions in the future.
 
 
View Funding for Good’s 5 Focus Areas of Succession Planning checklist here.
 
Access the Succession Planning Start guide on this page.
 
View Funding for Good’s Leadership Profile Matrix template here.