• Strategic Planning
• Organization Development
• Fund Raising
• Meeting Facilitation
• Board Development
• Succession Planning
• Coaching

Succession Planning

It is predicted that in the next 5 years, up to 85% of current Executive Directors will retire. Many of those are organization founders. There is a crucial need for succession planning to ensure the continued vitality of these organizations. We work with a committee of the board and the current Executive Director to guide a process designed to support the organization, board and staff through a smooth management transition. Succession planning services include

• Working with current Executive/Artistic Director to establish a board committee to guide the succession planning
• Working with current Director to identify key components of knowledge and information transfer (organizational history, contacts, financial information, legal documents, etc.)
• Working with Director and board committee to design process for succession (including communication, timing, roles of departing and incoming Directors, etc.)
• Developing criteria and process for reviewing resumes of candidates
• Helping establish a transition committee (board, staff, and Director) to ensure smooth transfer of management
• Working with transition committee to set short term (6 ­ 12 month) goals for incoming Interim Director or permanent Director
• Working with outgoing Director, staff and incoming Director to manage change-related anxiety and to envision new possibilities
• Facilitate follow up meeting three to six months into tenure of new Director to discuss goals, roles and mutual expectations