0
Or, What to do  When the Phone Rings at Midnight JWL Association Management Consultants
<ul><li>I have to resign my job as your CEO.  Immediately. I won’t be in tomorrow. </li></ul>JWL Association Management Co...
<ul><li>Planned </li></ul><ul><li>Unplanned </li></ul>JWL Association Management Consultants
JWL Association Management Consultants
JWL Association Management Consultants
JWL Association Management Consultants
<ul><li>Go on record: the Board is committed to a smooth and orderly transition in the best interest of the organization. ...
<ul><li>Develop and approve a checklist of procedures.  Store in a readily available place. </li></ul>JWL Association Mana...
<ul><li>The Board of Directors should approve the job description for the top staff person on an ANNUAL basis.  Job descri...
<ul><li>From your perspective as a Board member, does the job description reflect what you think the Executive Director sh...
<ul><li>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
<ul><li>Who can open the door and answer the phone?  Write the checks? Be up and running in 5 days or less? </li></ul>JWL ...
<ul><li>Who has authority to appoint the Interim? </li></ul><ul><li>What is the acceptable time frame? </li></ul><ul><li>I...
JWL Association Management Consultants
<ul><li>Minimize confusion </li></ul><ul><li>Move ahead with confidence </li></ul>JWL Association Management Consultants
<ul><li>Fund-raising/grant writing </li></ul><ul><li>Public speaking </li></ul><ul><li>Self-starter, takes initiative </li...
<ul><li>Board of Directors? </li></ul><ul><li>Executive Committee? </li></ul><ul><li>Special Search Committee? </li></ul><...
<ul><li>Professional Consultant? </li></ul><ul><li>Pay for Interview Expenses? </li></ul><ul><li>Operations budget for the...
<ul><li>Know what you’re paying now. </li></ul><ul><li>Know what the competitive marketplace is offering. </li></ul><ul><l...
JWL Association Management Consultants
JWL Association Management Consultants
JWL Association Management Consultants
JWL Association Management Consultants
JWL Association Management Consultants
JWL Association Management Consultants
<ul><li>Dates for major events and programs </li></ul><ul><li>Annual Meeting Date </li></ul><ul><li>Budget Date </li></ul>...
<ul><li>Succession planning should not be rushed. It is much better to have discussions about executive succession in the ...
<ul><li>Handouts for Conservation District slide presentation:  </li></ul><ul><ul><li>Transition Check List </li></ul></ul...
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Succession Planning

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A 'how-to' presentation directed at Boards of Directors who want to have a succession plan in place, should they need a new CEO. But even if they don't, succession planning is a good way to assess organizational values and the important job that a CEO does for any group.

Published in: Business, Economy & Finance
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Transcript of "Succession Planning"

  1. 1. Or, What to do When the Phone Rings at Midnight JWL Association Management Consultants
  2. 2. <ul><li>I have to resign my job as your CEO. Immediately. I won’t be in tomorrow. </li></ul>JWL Association Management Consultants
  3. 3. <ul><li>Planned </li></ul><ul><li>Unplanned </li></ul>JWL Association Management Consultants
  4. 4. JWL Association Management Consultants
  5. 5. JWL Association Management Consultants
  6. 6. JWL Association Management Consultants
  7. 7. <ul><li>Go on record: the Board is committed to a smooth and orderly transition in the best interest of the organization. </li></ul>JWL Association Management Consultants
  8. 8. <ul><li>Develop and approve a checklist of procedures. Store in a readily available place. </li></ul>JWL Association Management Consultants
  9. 9. <ul><li>The Board of Directors should approve the job description for the top staff person on an ANNUAL basis. Job descriptions change. Keep it current. </li></ul>JWL Association Management Consultants
  10. 10. <ul><li>From your perspective as a Board member, does the job description reflect what you think the Executive Director should be doing? </li></ul><ul><li>Are there responsibilities that you think should be eliminated, changed or updated? </li></ul><ul><li>Are there new ones that should be added? </li></ul><ul><li>Are the current hours of work, benefits, work supervision, dress code and terms of employment appropriate? </li></ul><ul><li>Do any need to be changed, updated or new ones added? </li></ul>JWL Association Management Consultants
  11. 11. <ul><li>Compile the Succession Book. Review it annually. Keep it up to date. Make sure everyone knows where it is! </li></ul>JWL Association Management Consultants
  12. 12. JWL Association Management Consultants
  13. 13. The Temporary Successor JWL Association Management Consultants
  14. 14. <ul><li>Who can open the door and answer the phone? Write the checks? Be up and running in 5 days or less? </li></ul>JWL Association Management Consultants
  15. 15. <ul><li>Who has authority to appoint the Interim? </li></ul><ul><li>What is the acceptable time frame? </li></ul><ul><li>Is there a candidate now for that position? If so, do we have emergency contact information? </li></ul><ul><li>Do we have any additional expenses covered in a reserved fund? </li></ul>JWL Association Management Consultants
  16. 16. JWL Association Management Consultants
  17. 17. <ul><li>Minimize confusion </li></ul><ul><li>Move ahead with confidence </li></ul>JWL Association Management Consultants
  18. 18. <ul><li>Fund-raising/grant writing </li></ul><ul><li>Public speaking </li></ul><ul><li>Self-starter, takes initiative </li></ul><ul><li>Honesty & integrity </li></ul><ul><li>Farm background </li></ul><ul><li>Business/management experience </li></ul><ul><li>Accounting/financial management </li></ul><ul><li>Good communication skills </li></ul><ul><li>Good writing skills </li></ul><ul><li>Program management </li></ul><ul><li>Conservation knowledge </li></ul><ul><li>Works well with people </li></ul><ul><li>Organized - Punctual </li></ul>JWL Association Management Consultants
  19. 19. <ul><li>Board of Directors? </li></ul><ul><li>Executive Committee? </li></ul><ul><li>Special Search Committee? </li></ul><ul><ul><li>Who will be on it? </li></ul></ul><ul><ul><li>What’s the Budget? </li></ul></ul><ul><ul><li>Will be Hire a Professional? </li></ul></ul>JWL Association Management Consultants
  20. 20. <ul><li>Professional Consultant? </li></ul><ul><li>Pay for Interview Expenses? </li></ul><ul><li>Operations budget for the Search Committee? </li></ul><ul><li>Overhead Expense? </li></ul><ul><li>Put the projected budget in writing! </li></ul>JWL Association Management Consultants
  21. 21. <ul><li>Know what you’re paying now. </li></ul><ul><li>Know what the competitive marketplace is offering. </li></ul><ul><li>Revise this regularly </li></ul><ul><li>Include every thing: wages benefits, moving costs, car allowance, insurance, other perks. </li></ul>JWL Association Management Consultants
  22. 22. JWL Association Management Consultants
  23. 23. JWL Association Management Consultants
  24. 24. JWL Association Management Consultants
  25. 25. JWL Association Management Consultants
  26. 26. JWL Association Management Consultants
  27. 27. JWL Association Management Consultants
  28. 28. <ul><li>Dates for major events and programs </li></ul><ul><li>Annual Meeting Date </li></ul><ul><li>Budget Date </li></ul><ul><li>Fiscal Year </li></ul><ul><li>Elections </li></ul><ul><li>Employee Reviews </li></ul><ul><li>Tax Reporting </li></ul>JWL Association Management Consultants
  29. 29. <ul><li>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. </li></ul><ul><li>Succession planning is your opportunity as a Board to inventory your current direction and strategize your organization’s future. </li></ul>JWL Association Management Consultants
  30. 30. <ul><li>Handouts for Conservation District slide presentation: </li></ul><ul><ul><li>Transition Check List </li></ul></ul>JWL Association Management Consultants
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