How to Create a Succession Plan

$50.00

This resource along with a 15-minute video guide walks small nonprofits through creating a clear, workable succession plan without overcomplicating the process. It focuses on defining leadership responsibility, interim coverage, and documenting how the organization actually runs.

You will learn how to:

  • Clarify who is responsible for succession planning and activation

  • Define short term and long term leadership absence

  • Identify an interim leadership plan

  • Set clear decision making authority during transitions

  • Communicate clearly with staff and key partners

  • Create an Executive Director Playbook that documents essential systems and decisions

This guide helps ensure continuity, reduce risk, and protect the organization’s mission during leadership transitions.

This resource along with a 15-minute video guide walks small nonprofits through creating a clear, workable succession plan without overcomplicating the process. It focuses on defining leadership responsibility, interim coverage, and documenting how the organization actually runs.

You will learn how to:

  • Clarify who is responsible for succession planning and activation

  • Define short term and long term leadership absence

  • Identify an interim leadership plan

  • Set clear decision making authority during transitions

  • Communicate clearly with staff and key partners

  • Create an Executive Director Playbook that documents essential systems and decisions

This guide helps ensure continuity, reduce risk, and protect the organization’s mission during leadership transitions.