Sample Succession Plan
Leadership Transitions
TCA Tool-kit 67
e. Board Oversight and Support to the Interim Executive Director
• The Interim Executive Director reports to the Board Chair.
• The Executive Committee shall be alert to the special support needs of the Interim
Executive Director in this temporary role. The Executive Committee shall convene
monthly when an Interim Executive Director is hired.
• The Board Chair and Executive Committee are responsible for gathering input from staff
and reviewing the performance of the Interim Executive Director according to the
organization's Performance Review Policy. An initial review shall be completed
between 30 and 45 days and 90 days thereafter.
7. Approvals and maintenance of record
a. Emergency Succession Plan Approval
• This emergency succession plan shall be approved initially by the Board of Directors.
• Thereafter, annually, the Executive Committee shall review the plan and recommend
amendments to the full Board as needed.
b. Signatories
• The Board Chair, the Executive Director, and the appointees designated in the Emergency
Succession Plan shall sign the plan.
• At all times the Board Chair and Treasurer and at least one Director-level staff, in addition
to the Executive Director, shall have signature authorization for checks and contracts for the
organization.
c. Maintenance or record
• Copies of this plan shall be maintained by all members of the Board of Directors,
Director-level staff and the organization's auditor in accordance with document
retention requirements.
d. Financial Considerations
1. It shall be the responsibility of the Executive Committee to review the
organization's finances during an unplanned absence of the Executive Director.
2. ABAG maintains an operating reserve that the Board Chair is authorized to access
with Executive Committee approval.
From the Association Of Baltimore Area Grantmakers
Page 6/6
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