Emergency Succession Planning
1
The Executive Transition
Initiative would like to thank
the Bob & Linda Davis
Family Foundation for
funding the development of
this toolkit. We are grateful
for your commitment to
sustaining excellence in non
profit leadership in
Milwaukee!
Welcome . . .
No one likes to think about the possible illness, injury or death of a nonprofit Executive Director.
Nevertheless, such a situation can happen. When emergency circumstances do occur, there is an
enormous level of stress experienced by an organization’s staff, board, funders, volunteers and recipients
of service. Without preparation, an unplanned departure can throw an organization into turmoil and lead
to immediate and long term adverse consequences for the organization.
The good news is – your organization can be better prepared.
The purpose of this emergency succession planning toolkit is to
provide you with the information and tools needed to create an
emergency succession plan that is unique to your needs. The toolkit
includes step-by-step guidance, checklists and templates that can be used
to prepare your organization in the event of an unforeseen executive
extended leave or departure.
It is important to note that every organization has its own unique leaders, culture and needs. Therefore, we
encourage you to use the information that best suits your organization, and to modify the tools to address
your specific organizational structure. While we have done our best to summarize the wealth of
information about emergency succession planning that is available on the web. Finally, Powerpoint
presentations are also included to share with Board members, staff and donors.
We welcome your feedback on the emergency succession planning toolkit, and we encourage your
suggestions on additional succession planning tools and templates that may be helpful. We also caution
you to remember that like a strategic plan, an emergency succession plan will evolve over time. It should
be regularly revisited and modified as your organization changes.
We sincerely hope that your organization is never faced with an emergency leadership transition, but if
you are, Executive Transition Initiative stands ready to support you with a wealth of information and
resources and strengthen your organizational response.
Mindy Lubar Price
ETI Project Manager
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