For over 20 years I have advised leaders and organizations on how to make the most of critical turning points: changes in top leadership, changes in strategic direction, and other projects focused on building more sustainable, high-impact futures. In short, I’ve been helping leaders and their organizations to flourish.
I have facilitated organizational planning projects as well as managed CEO transitions and other significant organizational change projects for over 100 organizations throughout the United States. I have worked with a wide variety of organizations from religious groups to universities, from startup organizations to $1+ billion entities, from local organizations to international groups with operations around the globe, from endowed foundations to associations and professional societies. My work focuses on two areas:
- Organizational & Sustainability Planning – I work with nonprofit CEOs, their boards, and senior management teams to help them define the future of their nonprofit. For details click here.
- Leadership Succession Planning – I work with nonprofit CEOs, their boards, and management teams to ensure the sustainability and vitality of their organizations during times of senior leadership turnover. For details click here.
I bring broad experience to each project. For over 25 years, I have advised leaders and organizations on how to make the most of their critical turning points: changes in top leadership, changes in strategic direction, and building more sustainable, high-impact futures. I have managed CEO transition and succession planning projects for dozens of local, national, and international organizations, including The Arc of the United States, National Conference on Citizenship, Transparency International-USA, ActionAid USA, and many others.
I authored the book Chief Executive Transitions: How to Hire and Support a Nonprofit CEO (published by BoardSource), which won the McAdam Book Award for its contribution to the nonprofit management literature. Chief Executive Transitions has been adopted or adapted by a number of national networks, such as the YMCA of the USA, as their guide to help their affiliates manage CEO turnover. My new book on exit planning, The CEO Succession Roadmap: Your Guide for the Journey to Life’s Next Chapter is now available on Amazon.
For more information about how I can help you and your organization create a more sustainable and prosperous future, plan for a CEO succession or ensure leadership continuity, please call (240) 813-4681 or send me an email.