1. Planning for Succession: A Case Study in Process Diane Nelson Bryen Institute on Disabilities Temple University Directors’ Retreat May 29 - June 1, 2007

2. Some Givens Retire June 30, 2008 5-year core grant due – opportunity for succession planning: vision & successor Executive Director - not from within the UCEDD National search Administrative home - College of Education Tenure-track position 1-year of transition

3. Some Guiding Thoughts Succession NOT Replacement

4. What is the Difference? Succession=Process in which communities of plant and animal species in a particular area are replaced over time by a series of different and usually more complex communities. Replacement=the act of furnishing an equivalent person or thing in the place of another

5. Some Guiding Definitions Succession Planning=a critical task facing an organization: planning for succession in key roles, e.g. the CEO or Director Transition = passage: the act of passing from one state or place to the next

6. Process to Date 1.Worked with Dean, College of Education Tenure-track position approval - May 2006 2.Strategic Planning for Core Grant - September 2006 Vision & characteristics of the next E.D. 3.Developed initial job description with management staff - September 2006 4.Negotiation with Dean regarding job description - May - December 2006 5.Established search committee Chair and representation from College & UCEDD

7. Process to Date: Continued 6.Applications Reviewed - January 2007 7.Four Applicants Interviewed - February 2007 8.Two Applicants’ names passed to Dean - End of February 9.Faculty v. UCEDD staff?? 10.Negotiations in Dean’s Hands - April to date 11.Tenure for applicant in process 12.Plans for transition time

8. Future & Some Lessons Learned Tenure-track position -- changes the ground rules and the scope of players Pace of College; different from pace of UCEDD Staff of UCEDD not always in agreement with faculty of College Change??? -- Succession OR More of the Same??? - - Replacement Transition??? - Yet to be determined

9. Final Thoughts Succession-planning takes time - start early Include strategic planning in your annual plan –Focus on vision, qualities, steps Work with University Administration – goal tenure-track position Plan for the slower process if tenure-track faculty position is the goal

10. Questions ? ? ? ?