Emergency Succession Planning
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Acknowledgements:
This toolkit would not have been possible without the insight and feedback of many nonprofit leaders
who have shared their ideas, their experiences and even their personal stories in the spirit of contributing
to the body of knowledge about nonprofit succession planning.
We would also like to thank the following foundations for their insight and commitment to developing
leadership capacity in nonprofit organizations: the Brico Fund, LLC, for their early and ongoing
leadership in raising awareness about the need for executive transition management; The Bob & Linda
Davis Family Foundation for supporting the development of the Emergency Succession Planning
Toolkit, and the Nonprofit Management Fund in Milwaukee Wisconsin for supporting the development
of the Departure Defined Toolkit and for their commitment to supporting local nonprofits who are
committed to succession planning in their organizations. Also to the Annie E. Casey Foundation for
supporting the evolution of executive transition management in the nonprofit sector.
We would also be remiss if we did not acknowledge the Center for Urban Initiatives and Research at
the University of Wisconsin Milwaukee for their contribution to the 2004 survey about the leadership
landscape in Milwaukee that raised awareness about the important need for nonprofit succession planning
in our community. We would also like to thank the Donor’s Forum of Wisconsin for its early
stewardship in the development of the Executive Transition Initiative and the Greater Milwaukee
Foundation for its commitment to expanding the visibility and reach of the initiative to nonprofit
organizations.
We would especially like to recognize Tim Wolfred at CompassPoint Nonprofit Services for his
stewardship in the development of ETI in Milwaukee, for his support and consultation in the development
of this toolkit, and for his permission to use many of the tools he developed. We would also like to
recognize Tom Adams at TransitionGuides and his colleagues for permission to use their work in the
development of this toolkit and for their ongoing commitment to increasing our knowledge about best
practices in executive succession planning. ETI would also like to acknowledge the contribution of Mindy
Lubar Price from Leading Transitions, LLC for contribution and leadership in raising awareness about
the need for nonprofit succession planning and to Tom Cooper from Write/Ideas for the creation of the
overview and succession planning toolkits.
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