Succession Planning Resources
- Session Slides – Navigating Nonprofit Transitions – Dec 2025
- Session Slides – NAM Summit 2025/Cause Collective Class 2025.
- Nonprofit Executive Transition Toolkit from Nonprofit Association of the Midlands.
- The Federal Reserve of Kansas City Succession Planning Toolkit.
Sample Succession Documents and Templates
- Continuity Plan for Key Employees
- Executive Director Transition Policy Template – this covers everything your board needs for a solid policy document.
- Organizational Inventory Template.
- Creating a Leadership Development Plan – steps to take to develop a plan for your organization.
Succession Planning Program from Ingrid Kirst
Successful Transitions
A comprehensive program for your organization to put together your own leadership continuity plan. – Learn More
Succession Planning Discussion
Ingrid will provide a free succession planning discussion to your organization. No prep needed, just share what you have now. She’ll give you suggestions on your next steps. We’ll also discuss whether the Successful Transitions Program will help you. Schedule a time to meet.