Managing Executive Transitions

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  • Format: Paperback
  • Copyright: 2009-06-09
  • Publisher: Fieldstone Alliance
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A leadership transition can be a time of high vulnerability for a nonprofit organization. On the other hand, an executive turnover offers unique opportunities for renewal and fresh thinking. Managing Executive Transitions shows how this state of transition can give board and staff members a chance to put things back together in new and creative ways┬┐to discard some old pieces and to bring in fresh elements. Nonprofit boards and executive directors will find practical advice on how to manage leadership turnovers in ways that can heighten mission impact while avoiding potential downsides. Author Tim Wolfred recommends a transformational process of three phases: Prepare, Pivot, and Thrive. * In the Prepare phase board members, staff, volunteers, and funders engage in an efficient process for updating the agency's strategic directions and crafting a profile of the skills needed in the next executive. * In the Pivot phase a search ensues, conducted by a board reinvigorated and excited about the agency's future impact. * In the Thrive phase the board engages the newly hired executive as a leadership partner and gives him or her clear performance priorities derived from the strategic directions. Engaging case studies and hands-on tools such as planning agendas, timelines, sample letters, and communication tips will smooth the transition to new executive leadership.

Author Biography

Before founding the Executive Transitions program at CompassPoint Nonprofit Services in 1997, Tim Wolfred served sixteen times as interim executive director of San Francisco Bay Area nonprofits. He is a coauthor of Daring to Lead and Daring to Lead 2006, and he is the author of Interim Executive Directors: The Power in the Middle and Building Leaderful Organizations: Succession Planning for Nonprofits.

Table of Contents

List of Toolsp. vii
About the Authorp. ix
About CompassPoint Nonprofit Servicesp. ix
Acknowledgmentsp. xi
Introductionp. 1
Goals of the Bookp. 2
Who This Book Is Forp. 3
How to Use This Bookp. 4
Where to Start Readingp. 6
Leadership Transitions as Opportunities for Agency Renewalp. 9
Model and Rationalep. 9
Types of Transitionsp. 14
Essential Elements of a Successful Leadership Transitionp. 23
The Three Phases of Executive Transition Managementp. 23
The Essential Elements for a Successful Transitionp. 26
Preparep. 31
Getting Organizedp. 31
Updating the Agency's Leadership Agendap. 44
Creating the Candidate Profilep. 58
Pivotp. 61
Upgrading Organizational Capacityp. 61
Attending to Staff Transition Needsp. 62
The Searchp. 63
Screening and Hiringp. 77
Thrivep. 103
Getting Startedp. 103
Orientationp. 104
Performance Goals and Evaluationp. 107
Building the Board and Executive Teamp. 114
Professional Development for the New Executivep. 116
Transition Topicsp. 119
Considerations for the Long-Tenured Executivep. 119
The Role of the Departing Executivep. 123
Dealing with Internal Candidatesp. 125
Crafting Exit Packagesp. 126
Grooming a Successorp. 127
Embracing Diversity and Differencep. 128
Using an Interim Executive Directorp. 129
Choosing and Using Consultants and Recruitersp. 131
Afterwordp. 135
Stepping Up: A Board's Challenge in Leadership Transitionp. 139
Emergency Succession-Planning Templatep. 149
Emergency Succession Planp. 149
Resourcesp. 155
Web Sitesp. 155
Bibliographyp. 156
Notesp. 159
Indexp. 161
Table of Contents provided by Ingram. All Rights Reserved.

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