1. Succession Planning for Key Personnel
CoARC Update
11/16/2009
Succession Planning for Key Personnel
Bradley A. Leidich, MSEd, RRT, FAARC
Robert P. DeLorme, EdS, RRT-NPS   
July 14, 2015
2009 AARC BOD Meeting 1

2. CoARC Update
11/16/2009
Learning Objectives
Describe the components of an effective succession plan.
Relate personal experiences in implementing a succession plan prior to transitioning into retirement.
Brad
2009 AARC BOD Meeting 2

3. Why Do YOU Need a Succession Plan?
CoARC Update
11/16/2009
Why Do YOU Need a Succession Plan?
Ensure continuity when a key faculty member leaves, specifically the PD.
Reason for leaving may be planned or unplanned. -
Brad
2009 AARC BOD Meeting

4. Why Do YOU Need a Succession Plan?
CoARC Update
11/16/2009
Why Do YOU Need a Succession Plan?
Retirement (planned or early retirement
Death or sudden illness
Transfer to a new position
Relocation (family member/spouse)
Dismissal
Brad
2009 AARC BOD Meeting

5. Why Do YOU Need a Succession Plan?
CoARC Update
11/16/2009
Why Do YOU Need a Succession Plan?
Ensure a smooth transition for your successor.
Benefit your students, program, and the community.
Brad
2009 AARC BOD Meeting

6. Why Do YOU Need a Succession Plan?
CoARC Update
11/16/2009
Why Do YOU Need a Succession Plan?
A good succession plan helps educate the DCE to assume the PDs role in the event of a sudden loss of leadership.
The DCE may not want the position permanently but may end up in a temporary position while a search is being conducted.
Brad
2009 AARC BOD Meeting

7. AARC Human Resource Survey of Education Programs - 2014
CoARC Update
11/16/2009
AARC Human Resource Survey of Education Programs
Years of remaining service
A typical Program Director from this sample intended to remain involved in student education for another 11 years.
The typical Program Director expected the Director of Clinical Education to remain for an additional 4 years.
Half of the current Program Directors should be expected to turn over in a decade.
Bob
2009 AARC BOD Meeting

8. Questions to Ask Yourself
CoARC Update
11/16/2009
Questions to Ask Yourself
Do you have an acceptable emergency candidate to step in for the short term in case of an emergency?
Typically the DCE
Make sure he/she is in the loop and has a clue
Bob
2009 AARC BOD Meeting

9. Key Components of A Succession Plan
CoARC Update
11/16/2009
Key Components of A Succession Plan
Don’t be a control freak...
Surround yourself with talent.
Make sure your DCE “has a clue” and is informed. We are all replaceable.
Make sure others know where everything is located.
Back up your data.
Bob
2009 AARC BOD Meeting

10. Key Components of A Succession Plan
CoARC Update
11/16/2009
Key Components of A Succession Plan
Back up your data. A few points:
CoARC has your annual reports.
Make sure all pertinent information, surveys, and key documents are secure for 5 years. Can you retrieve information if data is intentionally destroyed?
May need to have documents saved on College’s server which is secure.
Bob
2009 AARC BOD Meeting

11. CoARC Update
11/16/2009
How Long Does it Take?
Longer than you think or what administration typically wants to admit.
Realistically – At least a year based on administrative and CoARC expectations (e.g. program budget and CoARC RCS).
Brad
2009 AARC BOD Meeting

12. Issues Program May Face
CoARC Update
11/16/2009
Issues Program May Face
Applicants do not meet academic preparation requirements.
Salary offer is not sufficient.
Applicants lack teaching experience.
Bob
2009 AARC BOD Meeting

13. Issues Program May Face
CoARC Update
11/16/2009
Issues Program May Face
Academic requirements not met:
Encourage everyone to complete BS or higher degree.
Be prepared for national search:
Takes time
Cost
Where to advertise
Word of mouth
Bob
2009 AARC BOD Meeting

14. Issues Program May Face
CoARC Update
11/16/2009
Issues Program May Face
Salary offer is insufficient:
Tough one to act on
May need to use AARC Human Resource Survey for Data
Be prepared to push benefits of being in a faculty position (trade- offs that are going to occur)
Bob
2009 AARC BOD Meeting

15. Issues Program May Face
CoARC Update
11/16/2009
Issues Program May Face
Applicants lack teaching experience:
Mentor a prospective therapist
Hire as adjunct faculty or clinical faculty
Train your replacement...
Participate in counseling sessions where appropriate
Learn administrative responsibilities
Bob
2009 AARC BOD Meeting

16. Vacancies of Key Personnel
CoARC Update
11/16/2009
Vacancies of Key Personnel
Temporary Replacement (Policy 6.011G)
Must possess a valid RRT credential
Temporary personnel may not meet all of the qualifications required by the Standards.
Must fulfill all of the duties and responsibilities of the vacated position. A full-time appointment is recommended but not required.
Temporary basis for a maximum of seven (7) months and cannot be extended.
Brad
2009 AARC BOD Meeting

17. Vacancies of Key Personnel
CoARC Update
11/16/2009
Vacancies of Key Personnel
Acting Replacement (Policy 6.011H) :
“Acting” means that the replacement’s qualifications meet the Standards, but the individual is filling in.
Key personnel position absence filled on an “Acting” basis for up to six (6) months.
If absence is going to exceed six (6) months, the program may request a six (6) month extension through the Executive Office. Max
of 18 months can be approved.
Brad
2009 AARC BOD Meeting

18. Create Chronology of “Things To Do” Notebook containing
CoARC Update
11/16/2009
Create
Chronology of “Things To Do”
Notebook containing
CoARC expectations/deadlines
Administrative expectations deadlines
Telephone numbers
Contacts
Brad
2009 AARC BOD Meeting

19. Things change... Start NOW...
CoARC Update
11/16/2009
Start NOW...
It’s never too early to plan regardless of your current age or career goals.
Things change...
Brad
2009 AARC BOD Meeting

20. CoARC Update
11/16/2009
Questions?
Brad
2009 AARC BOD Meeting

21. Brad Leidich baleidic@gmail.com Bob DeLorme bdelorme@gwinnetttech.edu