Or, What to do When the Phone Rings at Midnight JWL Association Management Consultants

I have to resign my job as your CEO. Immediately. I won’t be in tomorrow. JWL Association Management Consultants

I have to resign my job as your CEO. Immediately. I won’t be in tomorrow.

Planned Unplanned JWL Association Management Consultants

Planned

Unplanned

JWL Association Management Consultants

JWL Association Management Consultants

JWL Association Management Consultants

Go on record: the Board is committed to a smooth and orderly transition in the best interest of the organization. JWL Association Management Consultants

Go on record: the Board is committed to a smooth and orderly transition in the best interest of the organization.

Develop and approve a checklist of procedures. Store in a readily available place. JWL Association Management Consultants

Develop and approve a checklist of procedures. Store in a readily available place.

The Board of Directors should approve the job description for the top staff person on an ANNUAL basis. Job descriptions change. Keep it current. JWL Association Management Consultants

The Board of Directors should approve the job description for the top staff person on an ANNUAL basis. Job descriptions change. Keep it current.

From your perspective as a Board member, does the job description reflect what you think the Executive Director should be doing? Are there responsibilities that you think should be eliminated, changed or updated? Are there new ones that should be added? Are the current hours of work, benefits, work supervision, dress code and terms of employment appropriate? Do any need to be changed, updated or new ones added? JWL Association Management Consultants

From your perspective as a Board member, does the job description reflect what you think the Executive Director should be doing?

Are there responsibilities that you think should be eliminated, changed or updated?

Are there new ones that should be added?

Are the current hours of work, benefits, work supervision, dress code and terms of employment appropriate?

Do any need to be changed, updated or new ones added?

Compile the Succession Book. Review it annually. Keep it up to date. Make sure everyone knows where it is! JWL Association Management Consultants

Compile the Succession Book. Review it annually. Keep it up to date. Make sure everyone knows where it is!

JWL Association Management Consultants

The Temporary Successor JWL Association Management Consultants

Who can open the door and answer the phone? Write the checks? Be up and running in 5 days or less? JWL Association Management Consultants

Who can open the door and answer the phone? Write the checks? Be up and running in 5 days or less?

Who has authority to appoint the Interim? What is the acceptable time frame? Is there a candidate now for that position? If so, do we have emergency contact information? Do we have any additional expenses covered in a reserved fund? JWL Association Management Consultants

Who has authority to appoint the Interim?

What is the acceptable time frame?

Is there a candidate now for that position? If so, do we have emergency contact information?

Do we have any additional expenses covered in a reserved fund?

JWL Association Management Consultants

Minimize confusion Move ahead with confidence JWL Association Management Consultants

Minimize confusion

Move ahead with confidence

Fund-raising/grant writing Public speaking Self-starter, takes initiative Honesty & integrity Farm background Business/management experience Accounting/financial management Good communication skills Good writing skills Program management Conservation knowledge Works well with people Organized - Punctual JWL Association Management Consultants

Fund-raising/grant writing

Public speaking

Self-starter, takes initiative

Honesty & integrity

Farm background

Business/management experience

Accounting/financial management

Good communication skills

Good writing skills

Program management

Conservation knowledge

Works well with people

Organized - Punctual

Board of Directors? Executive Committee? Special Search Committee? Who will be on it? What’s the Budget? Will be Hire a Professional? JWL Association Management Consultants

Board of Directors?

Executive Committee?

Special Search Committee?

Who will be on it?

What’s the Budget?

Will be Hire a Professional?

Professional Consultant? Pay for Interview Expenses? Operations budget for the Search Committee? Overhead Expense? Put the projected budget in writing! JWL Association Management Consultants

Professional Consultant?

Pay for Interview Expenses?

Operations budget for the Search Committee?

Overhead Expense?

Put the projected budget in writing!

Know what you’re paying now. Know what the competitive marketplace is offering. Revise this regularly Include every thing: wages benefits, moving costs, car allowance, insurance, other perks. JWL Association Management Consultants

Know what you’re paying now.

Know what the competitive marketplace is offering.

Revise this regularly

Include every thing: wages benefits, moving costs, car allowance, insurance, other perks.

JWL Association Management Consultants

JWL Association Management Consultants

JWL Association Management Consultants

JWL Association Management Consultants

JWL Association Management Consultants

JWL Association Management Consultants

Dates for major events and programs Annual Meeting Date Budget Date Fiscal Year Elections Employee Reviews Tax Reporting JWL Association Management Consultants

Dates for major events and programs

Annual Meeting Date

Budget Date

Fiscal Year

Elections

Employee Reviews

Tax Reporting

Succession planning should not be rushed. It is much better to have discussions about executive succession in the cool reason of a planning session than in the heat of an executive crisis. Succession planning is your opportunity as a Board to inventory your current direction and strategize your organization’s future. JWL Association Management Consultants

Succession planning should not be rushed. It is much better to have discussions about executive succession in the cool reason of a planning session than in the heat of an executive crisis.

Succession planning is your opportunity as a Board to inventory your current direction and strategize your organization’s future.

Handouts for Conservation District slide presentation: Transition Check List JWL Association Management Consultants

Handouts for Conservation District slide presentation:

Transition Check List