Course Description

According to BoardSource, half of nonprofit leaders expect to leave their positions within the next five years. If you lose your Board President, Executive Director, Fund Development Officer or your Fiscal Manager is your organization prepared to make a smooth transition?

Handouts and resources will be provided during this interactive workshop.

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.
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