Contact Information
- Ingrid Kirst – ingrid@ingridkirst.com
Succession Planning Resources
- Ingrid’s Succession Planning Guide
- Presentation slides
- The Federal Reserve of Kansas City has a comprehensive toolkit that includes case studies, what to do in various situations, and templates for both emergency succession plans and departure-defined succession plans.
- The National Community Action Partnership has valuable documents for the entire succession planning process. Page 11 in the appendix of part 1 has a great organizational assessment that you can start with. The first appendix in part 3 has a helpful Executive Transition Timeline.
Sample Succession Documents and Templates
- A sample operation plan to be completed by each person. [PDF version]
- Crafting an Operating Manual for Your Organization – a variety of examples and ideas for staff to create their own position manual.
- Creating a Leadership Development Plan – steps to take to develop a plan for your organization.
Succession Planning Coaching Call
Ingrid will provide a free one-hour succession planning coaching call to your organization. We can talk through what you have in place already and what your next steps should be.
Contact Ingrid at ingrid@ingridkirst.com or 402-730-2532.