Planning the Handoff

How to hand off the CEO role to your successor

The final stage in the succession process for the departing executive is handing off the role to their successor. This consists of at least a meeting, if not a series of meetings, between the exiting and incoming executives.

handoff

I’ve proposed elsewhere that unless they are being fired or there are other extenuating circumstances, the departing executive has three jobs during the succession process as a leader in transition. In addition to leading the organization and preparing themselves for life’s next chapter, they have a responsibility to ensure that the organization is ready to work effectively with their successor. And a key part of that preparation is

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The Fast Track to Building a Winning Relationship with the Board

A guide for new CEOs

Laura Mitchell reached for the phone and dialed the number. As she was waiting for the answer, she arranged the papers on her desk with the questions she was about to ask. Laura, a newly hired nonprofit CEO, just 23 days on the job, was completing her final “get-to-know-you” conversations with members of her new board.

Because she knew how critical it is to build relationships with board members early, she arranged a series of lunches, coffees, and phone calls with individual members of the board. She knew this investment of effort early on would pay huge dividends later.

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