Showing posts with label succession planning. Show all posts
Showing posts with label succession planning. Show all posts

Succession and Transition Plans

I recently read The Association CEO Succession Toolkit by Gary A. LaBranche, FASAE, CAE and want to focus on the transition and continuity plan template found in Chapter 13 of the book.

I have written before, in a blog post found HERE, about succession planning and the importance of getting your board involved in creating the necessary documents to follow should a transition happen.

While some chambers may use a search firm to help secure the next CEO most due the search internally and this book is a great guide to follow as you go through that process.

Some key discussion items addressed when facing a transition include:

  • Review your strategic value proposition;
  • Aligning a new CEO with the board; and
  • Ensuring that both the board and CEO are in sync with the new value prop or direction of the chamber.

As stated in the book, there can be many reasons for a transition:

  • Leave of absence
  • Death of the executive
  • Termination
  • Retirement

Chapter 13 does a great job of outlining the roles and responsibilities of the board and staff and has a template to use depending on what situation you are dealing with above.

It is a step-by-step guide on who is responsible for the different tasks needed to communicate a transition, not only to your membership but also your staff and community.

To purchase the book go HERE.

Succession Planning

As a chamber CEO it’s probably not on your radar screen to think about what the chamber would look like after you leave.

Some chamber execs stay a couple of years and some stay well over 20 years.

In either scenario you should have a succession plan in place for your chamber.  This is good for you and the organization.

I will take it a step further and say you should have a plan for each critical position at your chamber.  When coming up with a plan, it’s important you at least cover the basics.

The plan should at least include:

  • A press release announcing a transition;
  • A timeline for the selection process;
  • A job description for the open CEO position; and
  • A communications plan to keep your members informed on the process.

It’s important to be transparent in the process.  The other important thing is don’t make any knee jerk decisions.

You have the time to review your program of work and clearly identify the direction your organization should take.

There are many reasons why CEO’s leave:

  • New job
  • Retirement
  • Contract not renewed

No matter the reason, your chamber needs to have a game plan to move forward.

The chamber will be around a lot longer then you or I. Do what’s best for the organization.

Formalize a succession plan today!

For more resources on succession planning by the Annie E. Casey Foundation go HERE.