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Leadership Transitions

Leadership Transitions. Roger J. Bass Search Consultant, Resource Group 175 Sonja Gustafson Board Chair, The Meridian School, Seattle. 11 Steps to a Successful Transition. The Impetus The Committee The Resources The Search Firm…or not Creating Appropriate Expectations The Position Piece

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Leadership Transitions

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  1. Leadership Transitions Roger J. Bass Search Consultant, Resource Group 175 Sonja Gustafson Board Chair, The Meridian School, Seattle PNAIS Governance Conference November 7, 2005

  2. 11 Steps to a Successful Transition • The Impetus • The Committee • The Resources • The Search Firm…or not • Creating Appropriate Expectations • The Position Piece • The Search • The Interviews • The Hire • The Transition • Succession Planning With thanks to Board Walk www.boardwalkconsulting.com

  3. 1) The Impetus • Crisis or planned? • Immediate concerns • Transition plan • Communications

  4. 2) The Committee • Who appoints? • Who chairs? • How many?

  5. 3) The Resources • Time, not money, is the scarcest resource • Immediate decisions to make: • Interim or no? • Budget: Search fees and expenses

  6. 4) The Search Firm…or not • Why or why not? • Meridian developed a list of criteria (5 C’s) • Who selects? • Working partnership • Delegate, don’t abdicate

  7. 5) Creating Appropriate Expectations • Communicate, communicate, communicate! • Constituencies: • Board • Faculty • Families • Students – involvement a plus

  8. 6) The Position Piece • A key marketing tool to specify the criteria for your new head • Describes: • The school environment, including annual budget • The required qualifications of new head • The school’s shared vision and goals

  9. 7) The Search • National or local? • What can you afford? • Don’t underestimate the power of the network • Internal candidates

  10. 8) The Interviews • Off-site for semifinalists (if applicable) • Moderated • Reference checking follows semifinal round • Finalist Visit logistics

  11. 9) The Hire • Core contract in place before the hire • Verbal agreement precedes contract negotiations • Formal offer • Formal acceptance • Sharing the good news

  12. 10) The Transition • Keep roles clear • Map out calendar • Mentoring • Staff relations • Relocation • “First 90 days”

  13. 11) Succession Planning • How you treat your outgoing head is visible • Build in succession costs in your budget? • Succession planning sets the stage for your next transition

  14. Questions? With thanks to Boardwalkconsulting.com PNAIS Governance Conference November 7, 2005

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