Sample Succession Plan
Leadership Transitions
TCA Tool-kit 65
• The following chart identifies key supporters and a primary contact to facilitate
communication.
• As soon as possible, the Board Chair and Acting Executive Director shall implement
the communications plan to announce the organization’s temporary leadership
structure to staff, the Board of Directors, and key supporters.
• Updated contact information shall be maintained in the organization’s database with
the following designations:
• Key Contact List
• Extended Key Contact List
• Past Board Officers/Members List
• Foundation CEOs and Members
• Other Organization Contacts
• Within 5 business days, the Board of Directors shall distribute a press release with
general information appropriate to the situation.
Key Supporters
Communication Responsibility
Civic and Nonprofit Leaders
Strategic Initiatives Director with designated
Government Leaders
Board Members
Baltimore Mayor’s Office
Baltimore County Executive
State of Maryland
Maryland Association of Nonprofit Organizations
Foundation Program Officers
Member Services Director with designated
(holding grants and contracts)
Board Members
Major Donors
Designated Board Members responsible for
phone call to top 10 followed by a letter to all
donors
Members
Designated Board Members with Staff create
phone tree
Non-Members
Designated Staff support Affinity Groups
National Colleagues
Strategic Initiatives Director
Personal Colleagues
Strategic Initiatives Director with designated
Board Members
Operating Support (based on need)
Auditor
Legal Counsel
Insurance Agent
5. Succession plan in the event of a temporary, unplanned absence – Long-term
a. Definition
• A long-term absence is 90 days or more.
b. Procedures
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