Succession Planning

Preparing for Change

One of the key responsibilities of a board is ensuring that in the event of an expected or unexpected leadership transition – the organization is prepared. This section provides practical guidance on preparing for and successfully navigating a leadership transition.

Resources

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Roles and Responsibilities of the Board

A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities

A Leadership Transition Checklist

A list of some key documents and processes nonprofits should have in place in order to manage a leadership transition successfully

10 Steps to Develop an Emergency Succession Plan

 This resource from Common Good Ventures outlines 10 steps for developing your emergency succession plan before you need it.

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Board Committees

Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.

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Chief Executive Emergency Succession Plan Template

Adapt this template for an emergency succession planning policy to your organization's needs.

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Emergency Leadership Transition Sample Policy

Common Good Ventures shared this sample policy for emergency leadership transition.

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Executive Transition Input Survey

Use this survey template to get feedback from key stakeholders during the leadership transition process.

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Operations Inventory of Critical Functions for Succession Planning

Common Good Ventures offers up this tool to collect and organize all of the information critical to keeping our organization operating smoothly in the event of an unexpected departure of key leadership.

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Responsibilities of the Board in Emergency Succession

Common Good Ventures offers up 10 questions the board needs to ask during an emergency transition in leadership.

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Succession Planning and Transitions

Even when it doesn't happen in an emergency situation, the transition from one leader to another should be planned carefully.

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Unprecedented Collaboration

Nearly 20 foundations and corporations have invested in building the capacity of NH nonprofits through their support of this project.

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The Go Factor

In the triad of "ready, set, go" NonprofitNext is the "Go Factor." Tools that you find here allow you to quickly move into action by downloading a resource that you can use today - A checklist, a template, information to bring to your next board meeting.

 

Contribute

Do you have a template or a sample that could save time for your peers in the sector? Help us build the most robust, extensive set of resources available. Send your content and your ideas to nonprofitnext@nhnonprofits.org

 

Support

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Disclaimer
The materials on this website are provided for informational purposes only and do not constitute legal advice. Although we strive to ensure that our information is accurate and useful, we recommend you consult a lawyer if you want legal advice. Check out our Special Offers Page or Business Yellow Pages for legal services listings.