Succession Planning Resources
- Ingrid’s Succession Planning Guide
- 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.
- Nonprofit Association of the Midlands’s Nonprofit Executive Transition Toolkit ($45 for NAM members)
Sample Succession Documents and Templates
- An emergency succession policy template – this covers everything your board needs for a solid policy.
- 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 Discussion
Ingrid will provide a free one-hour succession planning discussion to your organization. No prep needed, just come and share what you have in place already. She’ll give you some suggestions on what your next steps should be. We can also talk about whether the Successful Transitions Program is what you need. Schedule a time to meet or contact Ingrid at ingrid@ingridkirst.com or 402-730-2532