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WEBINAR

Succession Planning: Strategies That Work

people sitting at table

 
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 expected and unexpected team member transitions?
 
If the thought of losing and replacing essential team members makes you nervous, this session is for you. Join us as we outline strategies to ensure 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.
 
Access the Five Focus Areas of Succession Planning checklist on this page.
 
View the Getting Started with Succession Planning guide here.
 
Access the Leadership Profile Matrix template on this page.
 

Mandy's Profile Picture'
Speaker Mandy Pearce
In 2009, visionary, Mandy Pearce, founded her flagship company, Funding for Good, to equip organizations with all of the skills and tools needed to become successful and sustainable. She continues to enjoy evolving this company to meet the changing demands of the nonprofit world. For over two decades, Mandy and her team of experts have shared their proficiency in fundraising through executive coaching, strategic and development planning, seminars, and specialized consulting programs. Mandy's dynamic teaching style has brought thousands of people to her presentations at conventions, training workshops, and online platforms. Mandy established Funding for Good, Inc. upon the core values of honesty, efficiency, direct communication, and bringing sustainable dollars to local communities. Mandy lives in North Carolina with her husband, Ricardo, and their two furbabies, Dalli and Max.
Kate's Profile Picture'
Host Kate Kramer
Kate Kramer has over 15 years of development and marketing experience. As the Partner Marketing Manager at Bloomerang, she continues to support organizations that are mission-driven and that positively impact the world. In her previous role as Foundation Manager for the VRMC Foundation, she managed the annual giving programs, including special events and mailing appeals, assisted and oversaw the annual budget and marketing plans, and managed a major gift donor portfolio of over 150 donors.