Emergency Succession Planning
6
8. Address the
Impact on
Staff Milieu
9. Develop a
Communication
Plan
10.Develop a
Written
Emergency
Leadership
Transition
Plan
1. Establish an
Emergency Plan
Activation Team
2. Clarify Board
Responsibility
3. Update Agency
Contact Information
4. Review and
Update Job
Descriptions
5. Identify
Critical ED
Functions
6. Cross-Train
Key
Management
Staff
7. Identify
an Acting or
Interim ED
Executive
&
Senior
Leadership
&
Board
Emergency Succession Planning:
An emergency succession plan is one that prepares the organization for an unexpected transition.
Emergency succession plans address the following priorities:
Identifying an alternate person(s) to assume executive leadership functions as an interim executive for
a limited period of time.
Clarifying the lines of authority within the organization following a leadership transition
Creating a plan to communicate and educate key stakeholders (internal and external) about the
transition and engage their support.
Unplanned departures can occur for a variety of reasons, including illness, disability, death, or
termination. Because of this, emergency succession plans should include contingencies for:
Short term unplanned absence – typically less than 3 months.
Long-term unplanned absence – typically more than 3 months.
Permanent unplanned absence.
Steps in Creating an Emergency Succession Plan: With the help of some of the leading experts in the
field, we have identified the following steps to creating an emergency succession plan your organization.
You may have already completed some of them. Each step is described in detail in this toolkit:
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