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Passing the Torch

Passing the Torch. “Nothing endures but change” Heraclitus. Succession Planning. What is Succession? When do you start? What do you do? What documents do you need? Who does Succession Planning? What are the benefits? Success!. Succession.

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Passing the Torch

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  1. Passing the Torch

  2. “Nothing endures but change” Heraclitus

  3. Succession Planning What is Succession? When do you start? What do you do? What documents do you need? Who does Succession Planning? What are the benefits? Success!

  4. Succession The right, act, or process, by which one person succeeds to the office, rank, estate, or the like, of another. Replacement of one leader by another A succession plan is defined as providing guidance on what to do during a planned or unplanned departure of the current leader.

  5. When do you start? Immediately- Groom the next person All year- all positions need succession planning Multiple year succession planning

  6. What do you do? Listen, network, keep your eyes open Mentor tomorrow’s leaders Chair-Elect Focus on recruitment and retention Widen the circle Share knowledge Be transparent Ensure success-not sabotage

  7. Important Succession Documents Monthly Board Reports Memory sticks, discs, files AAR End of the year collection Evaluations

  8. Failure to Pass the Torch The torch goes out early. Information is intentionally withheld. Failure to meet with incoming chair for personal hand-over Critical files and documents are lost. Documents are “packed out” by mistake.

  9. Who Does the Succession Planning? You Nomination Committee Board members Membership

  10. Letting Go “Hard to say Goodbye” Your identity = your organization Letting go = loss of power in the community “Hanging around” Providing unsolicited advice Realizing the organization “Will go on” without you Allowing the incoming chair to select new board Have a plan for “life” after serving

  11. Succession Plan Benefits Clarification of duties, functions, and relationships Unleashing of new energy and talent Defines leadership and expectations Reduces anxiety Provides a way forward Increases sustainability Tom Adams (2010)

  12. Passing the Torch Succession = Success

  13. Laurie Menzel lmenzel@att.net

  14. References Dictionary.com Annie E. Casey Foundation Foundation Center The Nonprofit Board, Answer Book, Board Source Tom Adams, Sustaining Great Leadership: Succession Planning for Nonprofit Organizations, 2010

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