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Executive Transitions
Paul Clarke Nonprofit Resource Center
23 @ 4 Series 2011
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We’re small…do we really need a Plan?
YES!
When?
Now.SOURCE: http://www.blueavocado.org/content/succession-planning-nonprofits-all-sizes
big
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Why Plan Transitions?
Poor Planning = Higher Cost
Unplanned = Interruption
No Plans = Lost revenue
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3 Kinds of Succession Planning
• Emergency
• Strategic Leader Development
• Departure-Defined Succession Planning
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Emergency
•Who steps in?
•Which duties taken?
Have plan in place
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Strategic Leader Development
Ongoing plan
•Identifies core competencies
•Clarifies skills needed
•Develops existing staff
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Departure-Defined• 1-4 years out
• Policy in place
• Backup Plan
• Transition Plan
• Job Review
• Compensation Research
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Leadership Succession Planning
• Ongoing
• Focused
• Identifies Skills Needed
• Recruit, Train & Retain Talent
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Succession Readiness
The Book
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Managing Executive Transitions: A Guide for Nonprofits
by Tim Wolfred
Seven Essentials for a Successful Executive Transition
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Readiness Checklist
Plan in placeAnnual E.D. evaluation by
BoardAnnual Board self-evaluationManagement team
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Readiness Checklist
Another person shares E.D. external relationships
3 months’ Financial Reserve
Policies & Procedures Manuals up-to-date
Duties assigned for emergency
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Templates and Guides:• Emergency Plan• Staff Surveys• Board Assessment• Stakeholder Interviews• Checklist• E.D. Legacy Statement
Getting Started
SOURCE: http://www.compasspoint.org/et
Strategic Leadership Development Toolkit
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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
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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
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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.
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Paul Clarke Nonprofit Resource Page
http://pcnrc.wordpress.com/
