Learning Goals
   In this workshop, participants will learn the following: 
     The different models of Succession Planning.
      An overview of agency-wide Succession Planning and how 
   it can enhance the agency’s overall infrastructure and 
   capacity.
      How to develop an action plan for Succession Planning.
        Who’s In the Room?
     Staff Role?
     Board Role?
     Your organization/the Coalition?
    What is Succession 
       Planning
   and Why Is It Important
     For Your Agency?
     Models of Succession Planning
     
     Crisis Succession Planning:  Thoughtful, prepared plan for key positions (like ED) when an 
     unexpected departure occurs with minimal notice.  
     
       Departure-defined Transition Planning:  Action plan developed by Board, ED, and/or 
     management staff when key staff begins thinking about leaving the agency. 
     
     Strategic Leadership Planning:  This ongoing process identifies core competencies, skills, 
     and knowledge needed by your agency in the next 5 years along with a plan to 
     develop/recruit those competencies in your existing staff (and board).
    What is Succession Planning?
    
      Succession Planning is about planning for transitions for all staff 
    and board positions, (not just leadership positions), in order to 
    promote the sustainability and stability of a nonprofit organization.  
    
      It focuses on solid organizational planning in preparing for any 
    staff and/or Board transitions. 
    
      Succession planning leads to overall organizational sustainability 
    as the organization creates and institutionalizes systems and 
    processes to solidify its operations at all levels.