Our Succession Planning follows our tried and true process of identifying the critical positions within your organization and developing action plans for individuals to assume those positions. We will help you identify future staffing needs and the people with the skills and potential to perform in these future roles and ensure you have the right people in the right jobs today and in the years to come.

Our Three Succession Planning Services

Emergency Succession Planning:

This service provides you with a board-approved emergency succession plan.

Our Process: This service includes meeting with the executive director and leadership team to gather customized input to customize an emergency succession plan to meet the organization’s needs; drafting recommended succession plan; sharing the plan with the leadership team to gather feedback; finalizing the plan and submitting it to the board for approval.

Succession Policy Development:

This service provides you with a Board-approved succession policy.

Our Process: This service includes meeting with the executive director and leadership team to gather customized input to customize succession policy to meet the organization’s needs; draft recommended succession policy; share the plan with the leadership team to gather feedback; finalize policy and submit to the board for approval.

Developing Internal Leadership:

This service provides you with the identification of 3-5 high-potential employees and the gaps in competency they need to close to advance with the organization and serve at a higher level. As well as Individual Professional Development Plans for each of the 3-5 leaders.

Our Process: This service uses an evidence-based 8-step model, to identify the organization’s challenges, identify competencies required for key leadership positions, identify high-potential employees, and develop professional development plans for each of the 3-5 high-potential employees, reflecting competencies needed to advance and actions to be taken to close competency gaps.

Contact Us to Learn More or Get Started