Succession Planning Shannon Meyer SW/CA Senior Program Manager - - PowerPoint PPT Presentation

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Apr 12, 2023 111 likes •286 views

Succession Planning Shannon Meyer SW/CA Senior Program Manager Land Trust Alliance 1 Succession Planning Learning Objectives Embrace the inevitability of transition Understand why your land trust needs a succession plan

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1 Succession Planning

Succession Planning

Shannon Meyer SW/CA Senior Program Manager Land Trust Alliance

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Learning Objectives

Embrace the inevitability of transition
Understand why your land trust needs a

succession plan

Learn about two types of succession plans
Emergency succession plans
Strategic succession planning

2 Succession Planning

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“The secret of change is to focus all your energy not on fighting the

ld but on building the new”
Socrates

3 Succession Planning

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The Case for Succession Planning

Risk management strategy
Planning opportunity
Builds leadership in the organization

4 Succession Planning

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Why don’t we do it?

5 Succession Planning

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ALLIANCE BOARD REREAT

Emergency Succession Planning

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Why do you need an Emergency Succession Plan?

The unexpected happens
Framework for decisions
Guidance for governance
Details big and small

7 Succession Planning

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Alliance Board Retreat 8

Emergency Succession Plan Questions:

Organizational Questionnaire
Procedures
Temporary staffing
Standing Appointees
Board oversight
Compensation
Communications

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Emergency Succession Plan Components

Nonprofit status
Financial information
Human resources information
Facilities information
Building management
Legal counsel
Key stakeholder contacts
Insurance information

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How to develop your plan….

Ask the right questions
Staff driven – board adopted
Express Learning Kit

(see handout)

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ALLIANCE BOARD REREAT

Strategic Succession Planning

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Not Just for Executive Directors!

Other key staff positions
Board leadership
Board membership

12 Succession Planning

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Who’s responsibility is it?

Board of Directors
Executive Director
Leadership Team

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The Process

Analysis and planning
Defining the job
Identify potential successors
Individual development plans
Search and Selection
Transition

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Products

Leadership map
Internal successor assessments
Individual development plans
External candidate list
Long term succession plan

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Real life examples

No plan – train wrecks
Planned successions with overlapping

tenures (the good and the bad

Planned succession without overlap
Interim Directors and Transition

Directors

16 Succession Planning