Succession Planning Sessions

Help FRIENDS FIRST mitigate risk and ensure seamless leadership transitions.
Englewood, CO, USA
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Englewood, CO, USA


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Posted January 8th

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Succession Planning Sessions

Project Details

What We Need
  • 3-5 one hour strategy sessions with a change management professional covering topics like transition timelines, executive recruitment, and future leadership team structure
  • Coaching on how to engage senior leaders and key funders, and strategies for gaining the commitment of board members and staff to manage a planned or an unexpected transition intentionally
Additional Details

We are a nonprofit with 15 total staff. We would like our volunteer to create 3 written succession plans for: 1)President/CEO, 2)Finance Manager, 3)HR/Operations Manager that would include a planned and an unexpected transition.

What We Have In Place
  • We have job descriptions and org chart. We are also working on professional development questionnaires with our staff. Ask us for what else you would need!
How This Will Help
This project will save us $4,198 , allowing us to provide youth scholarships to our annual STARS National Mentor and Leadership Training

This project will increase organizational sustainability. Two of the three positions have been in place for about 10 yrs+. If they left without a plan in place, it could be very difficult for the organization to recover.

Project Plan

Prep: Current State
  • Volunteer Manager provides Professional with any documents that will help provide context on the Organization's current state, including strategic plan if available
  • Professional holds initial meeting with Volunteer Manager to discuss specific needs and timing around succession planning
  • Professional provides Volunteer Manager with succession planning readiness questions
Milestone 1: Strategy Sessions
  • 3-5 strategy sessions with Professional, Executive team, and Board of Directors (if applicable)
  • [Suggested Session] Discussing competencies required for a leadership role within the Organization
  • [Suggested Session] Identifying potential leaders within the Organization and discussing development plans
  • [Suggested Session] Internal communications strategy for any changes to come
Milestone 2: Next Steps
  • Professional shares brief with summary of discussion, agreed upon succession planning strategies & tactics to prioritize, and areas for further exploration
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About The Org

Posted by
Nancy P.

HR/Operations Manager

Our Mission

FRIENDS FIRST educates and mentors teens to make positive life choices and to develop healthy relationships.

What We Do

Peer to Peer Mentoring Program

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