Succession Planning

ED Succession Plans

State

• Indiana State Bar Association Includes preamble, executive successions search with guidelines, executive director profile, and timeline
• Nebraska State Bar Association Includes search committee agenda, needs of NSBA and profile of best candidate, RFP for executive search services, and timeline
• Ohio State Bar Association Includes job description and organizational assessment questions

Local

• Alameda County Bar Association Includes job description, interview case study, interim CEO workplan, and sample agreement and workplan for interim
• Berks County Bar Association Includes job description and core values

Job Descriptions

• Ohio State Bar Association
• Alameda County Bar Association
• Berks County Bar Association

Timelines

• Indiana State Bar Association
• Nebraska State Bar Association
• Sample Transition Timeline ABA Center for Bar Leadership

Search Process

• Considering and Evaluating Internal Candidates for Senior-Level Nonprofit Positions The Bridgespan Group
• Interview Questions About Money
• Sample Search Committee Confidentality Agreement Leadership Transitions
• Tips from a retired CEO Nonprofit Quarterly

Onboarding

• The NonProfit Board’s Role in Onboarding and Supporting a New CEO The Bridgespan Group

Performance Evaluations

• Alaska Bar Association
• New Hampshire Bar Association
• Oklahoma Bar Association
• King County (WA) Bar Association

For Retiring EDs

• Exit Agreements for Nonprofit CEOs: A Guide for Boards and Executives Nonprofit Quarterly
  
• Transition Plan Template for Executive Directors Joan Garry Consulting
• The Leadership in Leaving Building Movement Project
• Transition Memo Components 2016 Equal Justice Conference
  

Consulting Services

DBS Consulting Services provides:

• Guidance about succession and search processes
• Organizational self-assessment guidance and facilitation
• Confidential stakeholder surveys and feedback

Additional Resources

• DBS Job Announcement Service
• Executive Transition Monograph Series
  The Annie E. Casey Foundation (search for "Monograph")
• Chief Executive Succession Planning: Essential Guidance for Boards and CEOs by Nancy Axelrod