From Conversation to Commitment.
The Nonprofit Leader’s 12-Week Guide to Building a Succession Plan With Your Board.
Succession planning often lives on the someday list. Not because it isn’t important, but because it feels big, sensitive, and easy to postpone when everything else is already urgent.
This guide removes the ambiguity and lowers the barrier to starting. It gives you a clear sequence, defined milestones, and the exact language to engage your board thoughtfully — so that in 12 weeks, you have a succession plan your board helped build, formally adopted, and ready to use. Not filed away and forgotten.
Nonprofit Executive Directors who know succession planning matters and need the framework to get started with your board alongside them. This is not a reactive exercise and it is not a signal that anything is changing. It is proactive governance, the kind that protects your organization when life happens unexpectedly.
WHO THIS IS FOR
WHAT’S INSIDE
4 guided phases with week-by-week structure
4 ready-to-use board meeting agendas
Working group discussion prompts for all 7 plan sections
Facilitation guides for the hard conversations
Swipe copy for board communications
Master succession plan checklist
Board resolution sample language
Staff communication guide
AI prompt to turn your working group transcript into structured drafting notes
