Operations
Nonprofit Succession Planning Checklist
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Nonprofit Succession Planning Checklist

1
Identify key roles and responsibilities in the organization
2
Identify potential successors for each key role
3
Evaluate the potential successors' skills and areas for improvement
4
Design a leadership development program for potential successors
5
Approval: Board of Directors to review leadership development program
6
Implement the leadership development program
7
Development of a communication plan for succession
8
Approval: Executive Director to review communication plan
9
Implement the communication plan
10
Review the succession plan annually
11
Assess the effectiveness of the leadership development program
12
Review and update the succession plan as necessary
13
Implement changes to the communication plan as necessary
14
Approval: Board Chair to approve updates to the succession plan
15
Provide ongoing mentoring and development opportunities for potential successors
16
Plan and execute a transition plan for each key role
17
Approval: Executive Director to approve transition plan
18
Implement the transition plan
19
Evaluate and report on the effectiveness of the succession and transition plans
20
Review and refine the entire succession planning process annually