Succession & Transition Support 



“In preparation for our upcoming CARF survey in the area of Governance we identified the need for a succession plan. Having no previous experience in creating one, and wanting to ensure the plan would meet our needs and protect the organization we reached out to Clarity Transitions for help. Laurie Price was extremely knowledgeable about our sector and CARF. She met with my Board Governance Committee and won them over instantly. They were impressed with her knowledge, insight and professionalism. And they were very pleased at the low cost for the quality of work she produced. We were able to meet over a period of 6 weeks and produce a quality plan in time for our CARF review. CARF noted our Succession Plan as a strength of the agency, and were impressed that we hired a consultant to help us create one.”

Laureen Pagel, CEO, Starting Point Behavioral Health



​"When our organization unexpectedly had a long-serving ED resign, Clarity Transitions was brought in to assist the Transition Committee and the departing ED prepare for her departure, provide input on the search for an Interim ED and for the permanent ED. In the first phase, having the departing ED complete a CEO Checklist was very useful.  Overall, one of the most useful tools was a detailed plan with milestone dates to get through the entire process to on-boarding of the new ED. We referred to, and edited, this document often. Clarity was also good about adjusting the scope of the engagement to allow us to minimize costs and do the work ourselves during the process."

Bob Hawkins, Chair of the Transition Committee, BEAM 



​"Clarity Transitions made our succession planning process a big success. They provided our task force with the tools, experience and sector expertise to help us look to the future and plan for the many decisions which must be made during a leadership transition. Having a plan in place is both smart governance and a donor expectation. Responsive, thoughtful and efficient, Clarity Transitions delivered an excellent final product at a very reasonable value."

Tina Wirth, Board Chair, JASMYN 





"Worked flexibly with our Board President to achieve goals of the retreat. Very expanded and informative community survey of stakeholders (talked to almost 20 individuals!). Strong guidance on transition planning due to experience with other organizations. Our retreat day was productive and several Board members shared that it was valuable and informative to them."

Sue Nussbaum, Executive Director, We Care Jacksonville



Strategic Planning

"Kiki was very gracious and very knowledgeable about strategic planning, board development, and creating an action plan. She expertly kept our group from getting bogged down on minutia without interrupting the flow of the conversation and we walked away with a clear understanding of where we are going and a road map on how to get there. We wouldn't hesitate to work with Kiki or Clarity Transitions again."

Rachel Shapiro, Chair of the Board, Florida Food Policy Council 





"Julia did an awesome job facilitating our internal discussion regarding expanding our client base. The pre-work that she did to make sure she understood the problem statement was a critical part of the success. During the meeting, she connected with the staff while allowing the meeting to flow in a natural fashion. In the end, she summarized the challenge, the options, and next steps. This meeting was a success because of Julia's facilitation!"

Linda Joseph, COO, Operation New Hope


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With each job, we ask for feedback and seek to consistently learn and improve.  Here's what our clients have to say.

Feedback from Workshops 


Health & Well Being of Your Organization, August 2018

  • Wish I had this info a year ago - I now have a list of "homework" I have given myself (which is good)
  • This was excellent!!
  • Easy to digest information, with impactful content  
  • Really excellent training!
  • Right mix of lecture and group participation. So much good, practical info. Thank you! One of the best trainings I have attended.
  • Excellent session! Thank you so much for sharing with us today! 


Strategic Planning, April 2018

  • Facilitators did a good job of engaging the audience.
  • Good basic overview of process.
  • Great explanation of the basics of strategic planning
  • I loved that it was presented in the way a strat. planning meeting can be held
  • Good takeaways
  • Thank you - Great team. Love different speakers


Succession & Sustainability Workshop, January 2018

  • Well-organized.  Generated good discussion among attendees in group.
  • Prompted more in-depth evaluations of our organization.    Evaluate loss of key employees, management staff, and how it would affect the organization.
  • Very helpful & beneficial for our nonprofit organization
  • Helped to clarify thoughts and next steps
  • Training was very helpful and insightful
  • All instructors were easy to converse and very knowledgeable
  • I am more confident in the sustainability of the organization



Clarity Transitions