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Executive Transitions

Executive Transitions. Paul Clarke Nonprofit Resource Center 23 @ 4 Series 2011. big. We’re small… do we really need a Plan?. YES!. When?. Now. SOURCE: http://www.blueavocado.org/content/succession-planning-nonprofits-all-sizes. Poor Planning = Higher Cost. Unplanned = Interruption.

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Executive Transitions

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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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