0175 - Succession Planning - The Key to Success
1069295
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Course Description
Succession Planning is “The ongoing process of identifying, assessing and developing talent and systems to ensure leadership continuity for all key positions” American Society of Association Executives .
The Nonprofit world is experiencing a brain drain in Board leadership, Executive Directors and Key staff leaving their organizations. Some reasons are planned retirement, recovering from Covid, embracing work -life balance and other reasons could be emergency situations.
Your instructor, Pat Bohse, served as the Interim Executive Director for a nonprofit located in New Jersey. She is an experienced and knowledgeable place holder who understands the business of running a Nonprofit especially during a transition. This gives the Board of Directors time to find the right person to grow the organization and take it to the next level.
In this interactive workshop we will cover :
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Defining what is a Succession Plan
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Reviewing the Getting Ready phase
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How to conduct the Search
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The importance of a Communication Plan
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The importance of Orientation and Onboarding the new person
We will provide handouts to help you develop your plan.
Learner Outcomes
The five learning objectives of Succession Planning are:
- To create a Succession Plan to present to the Board of Directors for approval.
- To provide internal leadership development to the next generation of executives so they can step into senior roles.
- To prepare a succession plan that includes all the necessary information, reports and financials needed to educate and inform a new leader.
- To understand the key steps that need to be taken to develop a comprehensive search to find a new leader.
- To generate an On-boarding process that will integrate and train the new leader.
Notes
Pat Bohse, CEO of Bohse & Associates, has more than 30 years’ experience as a mobilizer and creator of transformational growth at every organization that she has helped. Her new workshop “Leadership Transition – Succession Planning the key to Success” explores the steps, tools and funds needed to ensure an orderly transition and a successful leadership exchange.Loading...
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