Exits From the Top Episode #5 – Will Your Organization Thrive, Survive or Dive after CEO Succession?

Welcome to Episode #5 of Exits From the Top, which covers how to use organizational sustainability planning as an executive succession planning tool. A tool to add to your exit strategy to ensure that your nonprofit thrives after CEO succession.

What’s covered in this episode:

  • 6 building blocks of sustainability
  • 5 steps to a more sustainable future
  • Key sustainability questions to ask
  • Resources to help assess and plan

When this episode airs it will be early 2015. Perhaps you created a New Year’s resolution for yourself to start planning your exit strategy from your current role. What we’re going to cover  will go a long way to helping you fulfill that resolution.

For many executives it can be a challenge to figure out how to start preparing your organization for your eventual transition out of the CEO role. And it’s especially challenging if you aren’t ready to disclose your departure plans to your board of directors or your staff team just yet. We’re going to talk about two simple succession planning tools that not only will help you get the planning process started, but will help you begin to build the transition competency of your board and your senior management team. AND do it in a way that doesn’t force you to disclose your departure timetable. In fact, you can put these tools in place without even having a specific departure date in mind.

A lot of what we will be talking about today is focused on two planning documents that will be useful for you to have at hand as you watch or listen to this episode. You can grab copies of those documents – for free – by clicking on the “Guide and Templates” found later on this page.

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Exits From the Top Episode #4 – Preparing the Nonprofit Board for its Critical Roles in Succession Planning and CEO Transition

Welcome to Episode #4 of Exits From the Top. We will be talking with Vernetta Walker, Vice President and Chief Governance Officer at BoardSource, about preparing the board of directors for their critical roles in leadership succession planning and CEO transition. This interview is part of a mini-series focused on organizational sustainability and strengthening the organization ahead of the CEO transition.

What We Cover

  • How to broach the topic of succession planning.
  • Constructive partnership as the foundation for all planning – trust, communication and mutual respect.
  • How early should executives announce  their departure intentions?
  • How to prepare the board well ahead of a planned CEO transition.
  • Importance of unpacking the CEO’s job, and how to do it.
  • How succession planning can build the board’s transition competency and comfort with transition.
  • Importance of the board developing a comprehensive understanding of the organization and the transition context before mounting a CEO search.
  • Importance of getting the board to see the CEO transition as more than just an executive search.
  • Importance of having a “leadership agenda” with the new CEO — mutually agreed-on priorities that paint a shared picture of success.
  • Using interim executives in situations where there’s been an abrupt transition, and as a means of detaching and reattaching with CEOs, particularly transitions involving a charismatic departing CEO.

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Exits From the Top Episode #3 – Strategies to Ensure Your Executive Team is Ready for CEO Succession and Transition

Welcome to Episode #3 of Exits From the Top. This week we’ll be talking with Lisa Brown Morton, CEO of NonprofitHR about your executive leadership team and how to involve them in succession planning and prepare them for the CEO transition process. We’ll also touch on succession planning for other C-suite executives. This episode continues our series of conversations with thought leaders and subject matter experts about how to strengthen the organization before, during and after an executive transition.

What We Cover

  • Preparing the senior management team well ahead of the transition.
  • Engaging the senior management team in the transition process.
  • Wisdom of the departing CEO taking another role within their current organization.
  • The importance of starting the succession planning as early as possible.
  • The importance of staying competitive on salaries along the way, not just at a time of transition.
  • The critical roles of communications and trust-building in the transition process.

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