Succession Planning

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  • The P's and Q's of Performance Reviews presentation and workbook covers the components of an effective performance review, factors to evaluate performance, how to differentiate performance levels, steps involved in conducting a performance appraisal discussion, and how to create an appropriate and effective development p

  • Capacity building is not just about the capacity of a nonprofit today -- it's about the nonprofit’s ability to deliver its mission effectively now, and in the future. Capacity building is an investment in the effectiveness and future sustainability of a nonprofit. (National Council of Nonprofits)

    What is Capacity Building?

  • The Nonprofit Executive Succession Planning Toolkit (Federal Reserve Bank of Kansas City) provides a resource for nonprofit boards of directors and executive leaders to develop an effective succession plan tailored to their organization’s needs, including:

  • A sample succession plan in case your organization should be faced with an emergency situation. (Center for Nonprofit Advancement)

  • The Center developed a request for proposal for an executive search firm while conducting its executive search for its president & CEO. Use the Center's document as an example and adapt this template for your own.

  • The article, Rediagnosing “Founder’s Syndrome”: Moving Beyond Stereotypes to Improve Nonprofit Performance, from Nonprofit Quarterly diagnoses founder's syndrome and its four "symptoms", and explores how boards of directors can address and remedy symptoms for a mission-driven focus and approach.

  • One of the most effective and cost efficient ways to prevent intellectual, emotional, creative, and even physical burnout  is the sabbatical. Creative Disruption: Sabbaticals for Capacity Building & Leadership Development in the Nonprofit Sector reviews findings based on surveys of 61 sabbatical awardees and 30 interim leaders, interviews with program staff and awardees, and interviews with consultants and evaluators who support these programs.

  • 2020 statement of values and code of ethics for nonprofit and philanthropic organizations from Independent Sector.

     

  • The Annie E. Casey Foundation's report, Capturing the Power of Leadership Change: Using Executive Transition management to Strengthen Organizational Capacity, highlights the challenges associated with executive transitions and describes a model of executive management transition.

  • The primary goal of emergency succession planning is to prepare an organization for the unplanned absence or departure of a key manager. Nonprofit organizations can adapt this sample emergency backup succession plan (Raffa, formerly TransitionGuides) for appointing an acting executive director, president or chief executive offider in the event of an unplanned leave.

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