succession planning: here’s one crisis you can avoid!
DESCRIPTION
Succession Planning: Here’s One Crisis You Can Avoid!. 2012 AIRS Training and Education Conference Jackie Hall | Pathways Consulting Inc | May 23, 2012. Welcome!. Individually rate: 1 = very low; 7 = very high. How valuable an experience do you plan to have? - PowerPoint PPT PresentationTRANSCRIPT
Succession Planning:Succession Planning:Here’s One Crisis You Can Avoid!Here’s One Crisis You Can Avoid!
2012 AIRS Training and Education ConferenceJackie Hall | Pathways Consulting Inc | May 23, 2012
Welcome!Welcome!
1. How valuable an experience do you plan to have?
2. How engaged and active do you plan to be?
3. How invested are you in the quality of the experience of those around you?
Individually rate: 1 = very low; 7 = very highIndividually rate: 1 = very low; 7 = very high
Discuss with those around you
Learning Objectives Learning Objectives
Recognize importance to organizational viability
Complete succession readiness checklist Understand three methods to develop Know steps in creating a plan Learn about real-life example
References/ResourcesReferences/Resources
CompassPoint Executive Search & Transition Succession Planning templates, compasspoint.org/et
The Annie E. Casey Foundation Executive Transition Monograph Series, aecf.org
Chief Executive Succession Planning, Nancy R. Axelrod
BoardSource.org
““Succession Fire Drill”Succession Fire Drill”
What would you need to do?What would you need to know?
It’s Important…It’s Important…
Risk managementResiliencyShared leadershipEnergizingGenerational need
OK, if it’s so OK, if it’s so important, important, why do we why do we resist doing resist doing
it???it???
Succession Planning for Succession Planning for NonprofitsNonprofits
Not about “heir apparent”Not a one-time eventFosters shared vision/strategyBuild bench strengthSound infrastructure and
transition plan
Why Might You Initiate It?Why Might You Initiate It?
New board leadershipCEO evaluationBoard self-assessmentStrategic planning Organizational crisis
Organizational Life CycleOrganizational Life Cycle
How Ready are YOU…How Ready are YOU… for a Smooth Transition? for a Smooth Transition?
Possible Approaches to Possible Approaches to Succession PlanningSuccession Planning
Strategic Leadership Development
Temporary/EmergencyDeparture-Defined
Steps in Emergency Steps in Emergency Succession Planning Succession Planning
1. Identify priority functions2. Decide who should cover3. Define procedures (short-, long-term)4. Establish process for acting executive5. Draft communication plan6. Implement documentation/cross-training7. Build in a review process
Departure-DefinedDeparture-DefinedAdditional ConsiderationsAdditional Considerations
Personal and professional issues
Establish time framesBuild into strategic planDetermine executive search
strategyExecutive Emeritus role?
Case ExampleCase Example
Marguerite RedwineChief Executive Officer
New Orleans, Louisiana
Emergency Succession PlanEmergency Succession Plan
ChallengesSuccessesLessons Learned
Departure-DefinedDeparture-DefinedSuccession PlanSuccession Plan
ChallengesSuccessesLessons Learned
Action PlanningAction Planning
√ Use Readiness Checklist√ Identify Critical Gaps√ Information and Contact Inventory
Begin the Conversation: Get Started!Begin the Conversation: Get Started!
Questions?Questions?Takeaways?Takeaways?