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The Strategic Role of the Board in Succession Planning

The Strategic Role of the Board in Succession Planning. YWCAs of the Great Lakes Alliance Region. PLEASE ALSO JOIN US ON THE PHONE CALL: (Toll-free): +1 (866) 802-7363    Participant Code: 4149612536 #. Our Guest Presenter. Mindy Lubar Price

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The Strategic Role of the Board in Succession Planning

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  1. The Strategic Role of the Board in Succession Planning YWCAs of the Great Lakes Alliance Region PLEASE ALSO JOIN US ON THE PHONE CALL: (Toll-free): +1 (866) 802-7363    Participant Code: 4149612536#

  2. Our Guest Presenter • Mindy Lubar Price • Founder and President of Leading Transitions, Milwaukee. • Director, Executive Transition Initiative of the Greater Milwaukee Foundation.

  3. Session Topics • Background and Landscape on Executive Transition Issues • Understanding the three Major Types of Leadership Succession Planning • Questions and Discussion • Resources

  4. GLA CB Framework/Where Succession Planning Fits In

  5. YWCA CB Elements Interrelationships

  6. Background and Landscape on Executive Transition Issues • Impact on the sector • National Research • Incoming Leadership

  7. Understanding the Three Major Types of Leadership Succession Planning • Emergency Succession Planning • Strategic Leadership Development Succession Planning • Departure Defined Succession Planning

  8. Emergency Succession Planning • Solid crisis prevention and risk management tool • Relatively simple to create (template)

  9. Strategic Leadership Development Succession • Develop and maintain accurate job descriptions • Make training and other development opportunities a priority • Plan for the transfer of knowledge – document processes and standardize procedures • Like having money in the bank, similar to any other resource • Makes jobs more doable in the immediate future • Create a culture of evaluation and goals

  10. Departure Defined Succession Planning • Good way to protect the leader’s legacy and the long term future of the organization

  11. Leadership Succession Planning Resources • Executive Transition Initiative Succession Planning Toolkithttp://www.leadingtransitions.com/initiative_toolkit.html • Bridgespan Report: Finding Leaders for America's Nonprofitshttp://www.bridgespan.org/LearningCenter/ResourceDetail.aspx?id=3794&tcode=18

  12. Group Discussion • Stories to share • Barriers you’ve encountered • Questions

  13. Evaluation Please complete evaluation. Go to:http://www.ywca.kintera.org/gla/trainingevaluation

  14. GLA CB Consultant Contacts • Frank Martinelli, 414-961-2536. frankwill@aol.com • Shelly Schnupp, 414-412-0408. shellyschnupp@aol.com

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