SUCCESSION START UP Sustaining Success District Leadership Initiatives, Region 13 ©2013 Region 13

What if you got hit by a beer truck? “If you got hit by a beer truck, what would happen to your department?” -Voyageur Transportation, London, Ontario ©2013 Region 13

Objectives important Understand succession planning and why it is important. tangible steps Take away some tangible steps to implement tomorrow to grow your leadership pool. your own role Reflect on your own role and where you fit into the big leadership scheme of things. ©2013 Region 13

Succession The act or process of following in order Taking the place of another for rights or duties The continuance of corporate personality Unidirectional change in the composition of an ecosystem A group, type or series that displaces another ©2013 Region 13

Texas Accountability Intervention System Framework ©2013 Region 13

Inside vs. Outside Less that 10% from outside 5% of “great company” CEOs from outside ©2013 Region 13

Identify leadership DNA Identify critical positions Identify talent pool Identify development needs Create a learning agenda Define career paths Provide functional job rotation Leadership Pipeline ©2013 Region 13

Tools for Success Self Reflective Questions Talent Pool Organizer Talent Identification Chart Data Convergence Leader Onboard Checklist ©2013 Region 13

Self Reflection ©2013 Region 13

Find the list for Individual Reflection. Discuss the first three bullets Find a partner from another school. Stand together to talk about the following: Look at the Campus Considerations. Discuss the last two bullets from this list. ©2013 Region 13

Talent Pool Organizer Current Principal Ready Now Ready Next Ready Now Ready in 2 Years Joe Leader 5 years Meets Expectations Todd Mover 4 years Outstanding Bob Shaker 5 years Meets Expectations Celpha Starter Emerging Unrated Dan Riser 2 years Meets Expectations Bev Climber 3 year Outstanding Ready Next ©2013 Region 13

Quality, not quantity Proven record of competency Best match for the school ©2013 Region 13

EXAMPLE Talent Identification ©2013 Region 13

Data Convergence Forbes.com Scully becomes CEO Apple goes public Wozniak resigns; Scully ousts Jobs Jean-Louis named president of Apple Products Apple/IBM alliance becomes official Scully resigns Spindler named CEO Amelio named CEO First ipod introduced; first retail store iTunes music store opens Jobs named interim CEO Special Committee reports findings of stock option investigation iPhone introduced iPad introduced Cook named CEO; Jobs named Chairman Apple, Inc. Jobs’ leave of absence ©2013 Region 13

Create Your Own Convergence Insert Events Insert Events key player Track activity, tenure, etc. Enter performance metric Insert Events Insert Events Insert Events Insert Events Time Line (school years, semesters, grading periods, etc.) Add Performance data ©2013 Region 13

Roadmap Roadmap for Successful Succession ©2013 Region 13

Power Tools Leadership Culture Survey Self Assessment for Candidates Self Assessment for Candidates Observer Assessment Collaborative Assessment of Management Development Needs Collaborative Assessment of Management Development Needs Individual Data Tracking Form Leadership Satisfaction/Needs Assessment Leadership Satisfaction/Needs Assessment ©2013 Region 13

Leader Onboard Checklist Mentoring and Coaching List of key relationships to build List of key knowledge & skills Clear goals for 45, 90, year Peer networking opportunities Structured formative feedback ©2013 Region 13

Closing Considerations ©2013 Region 13

Career bridges Counseling Exit interviews (honestly) ©2013 Region 13

Grow leaders for tomorrow ©2013 Region 13

Donna Janssen Coordinator, District Leadership Initiatives Texas Center for District and School Support Region 13 Thank You Thank You for your attention and reflection. Good Luck on Your Journey! ©2013 Region 13

Resources John Schmidt-Davis and Gene Bottoms. (2011). Who’s Next? Let’s Stop Gambling on School Performance and Plan for Principal Succession. Atlanta, GA: Southern Regional Education Board. Beck, R.J. (2012, April 10). Building a Talent Machine. Retrieved from businessjournalgallup.com: Division for Leadership Development. (2006). Leadership Succession Planning Guide for Maryland Schools. Baltimore, MD: Maryland State Department of Education. Gupta, V. (2001). Complexities of CEO Succession Planning. Mumbai, India: Business Publications Division. Goldsmith, M. (2009, May 12). 4 Tips for Efficient Succession Planning. Retrieved from Harvard Business Review Blog: Heidrick & Struggles and The Rock Center for Corporate Governance. (2010) Survey on CEO Succession Planning. Stanford,CA: Stanford University. Ferracone, R. (2011, September 13). An Outsider’s View of Apple’s Succession Plan. Retrieved from forbes.com: Hargreaves, A. (2005) The Education Forum, Winter Volume 69: Leadership Succession. New Zealand Ministry of Education ©2013 Region 13