SUCCESSION PLANNING TEMPLATES + TOOLKIT

$200 includes four templates, two toolkits, and a 15 minute phone consult. ​ 

Succession planning protects an organization's mission delivery by preparing for leadership transitions before they occur.  Like a personal will, it's good practice to have a plan even if you don't need it anytime soon. ​

Our templates frame relevant decisions and are provided in an easy-to-use format.  Templates cover four key areas: 

  • Emergency Succession Plan Template for the CEO / ED

  • Succession Decision & Policy Template for the CEO / ED

  • Organizational Checklist of Key Information

  • Emergency Succession Plan for Key Staff Managers

The CEO succession templates are supported by and cross-referenced with detailed toolkits. These toolkits provide framing information, additional resources, and worksheets to help you make informed decisions and plans to protect your nonprofit organization's future mission delivery.