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Managing Change through Effective Leadership Part 2: Leadership Transitions

Learn how to leave your officer position gracefully and ensure a smooth transition for the new officers by developing a transition plan, setting realistic goals, and maintaining open communication. Overcome challenges such as a small candidate pool and resistance to change. Maximize the benefits of leadership transitions through effective planning and knowledge sharing.

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Managing Change through Effective Leadership Part 2: Leadership Transitions

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  1. Managing Change through Effective Leadership Part 2: Leadership Transitions OHCE 2019

  2. The Problem Your term as an officer is coming to an end and new officers are being selected. • How do you leave your position gracefully? • How do you ensure that the new officers are ready to continue to provide your organization with strong leadership?

  3. Challenges for successful leadership transitions • Small pool of candidates • Ownership and territory • Resistance to change • Intergenerational issues • Negative energy

  4. Preparing for leadership transitions • Develop a transition plan • Establish a timeline and checklist • Set your successor up for success

  5. Develop a plan There are many benefits to having a transition plan in place: • Preserves organizational knowledge and history • Minimizes confusion of leadership turnover • Provides outgoing leaders with a sense of closure • Utilizes the valuable contributions of experienced leaders • Increases the knowledge and confidence of incoming leadership • Minimizes the loss of momentum for the group

  6. Start early • Be organized • Create a leadership transition binder • Discuss the organization’s Policies and Procedures • Review Leadership duties • Set realistic goals • Share key external relationships https://trust.guidestar.org/what-organizations-need-to-know-about-leadership-transition

  7. Set your successor up for success Think back to your first weeks. What could you have used to do the job better? • Relevant organizational documents • Meeting minutes and reports • Advice • Bylaws • Resources/contacts lists w/ addresses and phone numbers • Financial records

  8. Prepare a checklist For outgoing officers: • Information to review with incoming officers • Important things to remember • Things to do For incoming officers: • Things to do to familiarize self with responsibilities associated with new leadership role

  9. Communication is important • It is crucial for outgoing leadership to communicate with incoming leadership for a successful transition • Outgoing leaders: • Reach out to incoming leaders ASAP • Agree on a transition timeline • Be open and transparent, share anything that would have helped you when you assumed the role • Offer your advice and consultation throughout the transition • Incoming leaders: • Listen to the advice and lessons learned from outgoing leadership • Reach out if you have questions • Consider reaching out to past leaders as well as outgoing leaders

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