Successful Succession Planning KEEP TEXAS BEAUTIFUL ANNUAL - - PowerPoint PPT Presentation

▶

Aug 15, 2023 556 likes •721 views

Successful Succession Planning KEEP TEXAS BEAUTIFUL ANNUAL CONFERENCE TARA LEVY Session Goals Clarify the necessity of succession planning Understand types of succession planning Prepare to make the case for succession planning and

SLIDE 1

KEEP TEXAS BEAUTIFUL ANNUAL CONFERENCE TARA LEVY

Successful Succession Planning

SLIDE 2

Session Goals

Clarify the necessity of succession planning
Understand types of succession planning
Prepare to make the case for succession planning and

build a plan for your organization

SLIDE 3

Your Priorities

Name
Organizational role
What keeps you up at night?

SLIDE 4

Transition is inevitable.

SLIDE 5

TYPES OF SUCCESSION PLANNING

Emergency Succession Planning
Strategic Leadership Development
Departure Defined Transition Planning

SLIDE 6

A part of a healthy diet

SLIDE 7

SUCCESSION PLANNING FOR ALL

Professional development for all staff
Cross-training for all nonprofit staff
Documentation of key processes
Incorporate into job descriptions and annual evaluations

SLIDE 8

ALL MEANS Y’ALL, BOARD MEMBERS

Board leadership succession (Chair, Past-Chair)
Treasurer continuity through Finance Committee depth
Committee service as board training ground

SLIDE 9

Quick wins

SLIDE 10

TECHNOLOGY

Record passwords for ED’s computer and email
Create a password log with protocols for organization

and individuals

SLIDE 11

FINANCIALS

Keep authorized check signers up-to-date
Is your ED’s salary competitive in your market?
Develop operational guidelines and document

procedures for key systems

SLIDE 12

PEOPLE

Add staff and board phone numbers to your address

book

Get contact info for 5-10 largest individual donors—and

understand their relationship to the ED and organization

Ask employees about their career goals
Update job descriptions as part of the annual evaluation

process

SLIDE 13

SHARE YOUR FEEDBACK AND GET MATERIALS

https://www.surveymonkey.com/r/KTBsuccession

SLIDE 14

Thank you

ADDITIONAL QUESTIONS? TARA@NONPROFITELEMENTS.COM

SLIDE 15

Additional Resources

Alliance for Nonprofit Management Executive Transitions & Leadership Continuity Group: http://www.allianceonline.org/ Annie E. Casey Executive Transition Series: http://www.aecf.org Executive Transition Initiative: http://www.leadingtransitions.com/pdfs/ETIToolkit_1.pdf Forbes Fund: https://forbesfunds.org/sites/default/files/resource- files/Roadmap_to_Succession_Planning_PowerPoint.pdf Kansas City Federal Reserve (really): https://www.kansascityfed.org/publicat/community/Nonprofit-Executive-Succession-Planning- Toolkit.pdf