1. The ABC’s of Nonprofit Succession Planning Fostering A Culture Of Leadership Continuity To Advance Your Mission Sharon Howe Kari Dasher The Third Sector Company, Inc. Fostering A Continuity Of Leadership For The Nonprofit Sectors of the United States and Canada

2. Our Starting Place: The Succession Self-Assessment What Is Your Current Succession Planning Landscape?

3. SUCCESSION PLANNING Policy Strategic Plan Human Resource Practices The Five Routes To Succession Planning A More In-Depth Discussion About All Five Assigned Leadership Contingency

4. Succession Planning Assuring A Continuity of Voluntary & Professional Leadership To Sustain The Organization And Safeguard Its Mission Prepare For Vacancies Before They Occur Edify A Reputation For A Great Place To Work & Volunteer Build Human Capital Along With Financial Capital Create A Pipeline Of Future Leaders A COMMON UNDERSTANDING The Most Critical First Step

5. The Outcome Procedures For Assuring The Organization There Will Be Leadership Continuity and A Defined Process SuccessionPolicy Creates Culture Permanent Vacancies Long-Term Vacancies Short-Term Vacancies Succession Planning

6. GOAL: Foster Leadership Continuity GOAL: Establish Structured Pathway Between Leaders GOAL: Create Opportunities For Individuals To Grow Skills & Loyalty Transition Planning Succession Planning Career Planning PositionPersonOrganization TOWARDS A COMMON UNDERSTANDING: KNOW THE DIFFERENCE

7. Disaster Preparedness and Relief GOAL: Helping The Client Weather An Unplanned Departure Or Prepare For One By Creating A Culture Of Safeguarding Leadership Continuity Agency Inventory Interim Professionals Position Strategy and Performance Review Board Pipeline The Emergency or Contingency Approach THE OUTCOMES: People Know What Will Happen If A Position Is Vacated During The Year The Successor Has Access To Critical Information To Get Started

8. Basic Human Resource Management The ABC’s of Nonprofit Succession Planning What Is “BASIC” as it pertains to your organization? A Question To Be Discussed Nonprofit Leadership Requires Transparent, Accountable, and Participatory Processes The Goals: Protect The Organization From Liability Set Performance Standards For The Human Capital Engaged With The Mission Discuss Succession Regularly Manage Attrition Develop Skills and Build Organizational Loyalty Conflict of Interest Statements Staff and Volunteer Job Descriptions Complete Personnel Files Staff and Volunteer Development Program Employee and Volunteer Handbooks Annual Performance & Compensation Reviews

9. The Advantages Of An Interim On-Demand Leadership For Continuity Of Service An Experienced Perspective On Current Conditions Specialized Skills To Meet Immediate Need Ample Time To Hire The “Right” Permanent A Methodical Approach To Transition Learning Opportunity For Nonprofit Best Practices Public Relations Management SUCCESSION AS A STRATEGIC ORGANIZATIONAL CAPACITY-BUILDING OPPORTUNITY

10. The Steps Understanding The Attributes Planning for Emergencies Policy Development & Adherence Good Human Resource Practices A Resourced Strategic Plan The Considerations Succession Planning & Interim Counsel Executive Performance & Compensation Job Descriptions & Handbooks Budgeting for Succession & Retention The Realities Yes, But … Management of Emotions A Change In Culture The Final Step A Leadership Recruitment, Retention & Succession Work Group Job assignments SUCCESSION PLANNING IN ACTION The ABC’s Of Nonprofit Succession Planning

11. The Truth About Succession Planning When your organization defines resource development as only money, you’ve neglected your responsibility to the most valuable and sustainable assets that you’ve got … THE PEOPLE WHO BUILD EQUITY IN YOUR MISSION

12. The ABC’s of Successful Succession Planning Fostering A Culture Of Leadership Continuity To Advance A Mission Sponsored By: The Third Sector Company, Inc. Irvine, California (562) 484-8281 Seattle, Washington (206) 799-1942 thirdsectorcompany.com Today’s Presenter: Sharon Howe Kari Dasher