Succession Planning: Strategies That Work

If the most active member of your team were to walk away tomorrow, would your organization come to a screeching halt or begin a chaotic scramble to figure out the next steps? Are you prepared to guide your organization through both expected and unexpected transitions of team members? If the thought of losing and replacing essential team members makes you nervous, this session is for you. Mandy Pearce will outline strategies to ensure that your mission can move forward productively, even during transitions. Takeaways (or Learning Objectives): Understand different threats that arise from friendly and hostile transitions. Learn how to protect your organization’s physical and intellectual property. Determine what information you should include in transition files to prepare for both unexpected and expected turnover. Explore ways a proactive communication plan ensures your team and the community know what to expect.

Additional Resources

Unlock Donor Engagement & Boost Revenue: Fundraising Strategies from Lisa Greer, Author of The Essential Fundraiser’s Handbook

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Fostering a High Performing and High Fundraising! Board

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Video is NOT the Future. It is the NOW.

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