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 :

  • Defining what is a Succession Plan

  • Reviewing the Getting Ready phase

  • How to conduct the Search

  • The importance of a Communication Plan

  •  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.


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.
Enroll Now - Select a section to enroll in
Section Title
Succession Planning - The Key to Success
6:00PM to 9:00PM
Sep 28, 2023 to Oct 05, 2023
Schedule and Location
Contact Hours
Course Fee(s)
Course Fee non-credit $149.00
Drop Request Deadline
Sep 21, 2023
Transfer Request Deadline
Sep 21, 2023
Required fields are indicated by .