Leadership Succession Session3

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Leadership Succession Session3

  1. 1. NYS ARTS presents ArtsForward Leadership Training Webinar & Blog Series Leadership & Succession in the Arts Instructor: Alene Valkanas Session Three Essential Steps to Assure Smooth Succession This program is made possible with support from American Express Foundation and the New York State Council on the Arts, a State Agency
  2. 2. Essential Steps to Assure Smooth Succession <ul><li>Remember: </li></ul><ul><li>The organization belongs to the board </li></ul><ul><li>Theirs is the Sacred Trust </li></ul><ul><li>The board remains after the executive director leaves </li></ul>
  3. 3. How does the board start a search? <ul><li>Create a Board Search Committee and give it a charge! </li></ul>
  4. 4. Responsibilities of a board search committee <ul><li>Determine timeline </li></ul><ul><li>Develop job description </li></ul><ul><li>Engage full board </li></ul><ul><li>Hire search agents </li></ul><ul><li>Hire interim executive director </li></ul><ul><li>Regularly report to board </li></ul><ul><li>Recruit candidates </li></ul><ul><li>Screen/Select </li></ul><ul><li>Present finalist/s to the Board </li></ul>
  5. 5. Update the job description
  6. 6. Consider an Interim Executive Director
  7. 7. It’s your first day on the job What do you do? <ul><li>Take a tour of the facility </li></ul><ul><li>Meet individually with staff and ask “big picture” questions </li></ul><ul><li>One-on-one meetings with key board members </li></ul><ul><li>Schedule organization’s events on calendar </li></ul><ul><li>Review hard copy files </li></ul><ul><li>Review computer desktop files </li></ul><ul><li>Fill our necessary paper work on appointment </li></ul><ul><li>Review rolodex or contacts database </li></ul><ul><li>Make a list of questions and who to ask </li></ul><ul><li>LISTEN </li></ul>
  8. 8. Use of outside assistance <ul><li>Should you use a consultant? </li></ul><ul><li>What can a search firm do? </li></ul><ul><ul><li>Help articulate key competencies and profile of ideal candidate </li></ul></ul><ul><ul><li>Work with committee in preparing job description </li></ul></ul><ul><ul><li>Post job offering on Internet and print sites </li></ul></ul><ul><ul><li>Receive and acknowledge all applications </li></ul></ul><ul><ul><li>Filter the applications </li></ul></ul><ul><ul><li>Conduct preliminary interviews </li></ul></ul><ul><ul><li>Provide written assessments of leading candidates </li></ul></ul><ul><ul><li>Support committee in making final selections </li></ul></ul><ul><ul><li>Check references </li></ul></ul><ul><ul><li>Conduct contract negotiations </li></ul></ul><ul><ul><li>Inform other candidates that position is filled </li></ul></ul>
  9. 9. Communication Plan
  10. 10. Conducting the Search
  11. 11. Recruitment
  12. 12. Screening
  13. 13. Selection and Negotiation
  14. 14. Role of the staff
  15. 15. The Transition – Honoring Outgoing Leader <ul><li>Public announcement </li></ul><ul><li>Special events </li></ul><ul><li>Opportunity to say good-by </li></ul>
  16. 16. Orienting New Leader <ul><li>Introduction to board and key stakeholders </li></ul><ul><li>Introduction to community </li></ul><ul><li>Carefully planned meetings </li></ul>
  17. 17. Defined Departure Nuts & Bolts of Defined Departure Planning –www.commpasspoint.org
  18. 18. Nuts & Bolts Departure Planning continued… <ul><li>Identify the agency’s broad strategic directions in next 3 to 5 years </li></ul><ul><li>Solidify the management team in light of the agency vulnerabilities and skills </li></ul><ul><li>Build the board’s leadership abilities </li></ul><ul><li>Back up key executive relationships </li></ul><ul><li>Put finances in order </li></ul><ul><li>Build financial reserves </li></ul><ul><li>Agree on the parameters of ED’s emeritus role if one is set </li></ul><ul><li>Set the executive search strategy.  Decide whether or not to use an executive recruiter. </li></ul>
  19. 19. Founder Transition <ul><li>Ideal notice and timetable </li></ul><ul><li>Impact of founder on branding and fundraising </li></ul><ul><li>“ Who are we and what do we wish to preserve?” </li></ul><ul><li>Search process </li></ul><ul><li>Importance of stability </li></ul><ul><li>Communication Plan </li></ul><ul><li>Avoid comparisons </li></ul><ul><li>Overlap with successor </li></ul><ul><li>Rituals </li></ul><ul><li>Maintain history </li></ul>
  20. 20. “ To make an ending is to make a beginning. The end is where we start from.” T.S. Eliot

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