NEXT STEPS Workshop

 Nonprofit CEOs - Prepare Your Nonprofit for Your Departure

Confidentially explore executive succession and transition

Two Days Focused on You, Your Legacy and Preparing Your Organization

Step out of the day-to-day fray and focus on "tough-to-talk-about" topics with skillfully guided facilitators who are national experts in the best practices of leadership succession, organizational sustainability, executive transitions and changing the demographics and the need for diverse leaders.

Next Steps features:

• Three Vital Tools: Organizational Sustainability Planning, Leadership Succession Planning, and Executive Transition Management.
• Two Tracks: Preparing yourself and preparing your organization.
• Roles: Discussion of executive, board and staff roles.
• Communications: Advice on who to notify, how, and when.
• Small Groups: Working with peers and experts.
  
• Post Workshop Coaching Call: A 30-minute call from the facilitators after the workshop. 
  

Next Steps provides:

• An overview of succession planning, executive transition planning and a "sustainability assessment."
• Lessons and best practices acquired from over 25 years of consulting and research in nonprofit succession planning and leadership transitions.
• Techniques for managing succession and transition in ways that enhance organizational capacity and sustainability, whether the executive’s departure is 12 months or 5 years away.
• A confidential environment to reflect and discuss specific succession and transition concerns with peers and resource consultants.
• Brainstorning sessions for sharing emerging strategies on organizational succession and sustainability planning challenges that our economy presents.

• Personal Clarity: A new view of where you are  personally, professionally and organizationally with your succession and eventual transition from the CEO role.
• A High-Level Action Plan: A clear plan with action items when planning for transition,  building capacity and sustainability.
• A Rich Understanding: A rich understanding of what will be required of yourself, your organization and your board to be prepared for your eventual transition.
• Tools & Guides: A personal and organizational guide to succession, sustainability and transition planning with alternative timelines and processes you can tailor to your needs.
• Your Concerns Addressed: An opprortunity to hear from peers with similar concerns and who have successfully transitioned and/or completed succession planning.
• New Ideas: Learn ways for building team diversity and strength.
  

After building an organization, deciding when to move on from your role will be one of the most difficult decisions you will face as a founder or chief executive.

Attend Next Steps and let us guide you through the process.

TransitionGuides has taken the best from over 22 previous sessions and added new content on the connection between leadership succession and organizational sustainability, as well as changing demographics and the need for diverse leadership.

Here's what past participants are saying:

“Exceedingly valuable session. I expected a lot but it greatly exceeded my expectations. I feel motivated and focused on what to do next.” Trudy McFall, Homes for America

“I have a much deeper understanding of succession planning and its importance and found the whole workshop compelling and thought-provoking. I am so glad I came. I’ve developed an action plan! Thanks.” Margie Hale, West Virginia Kids Count Fund

“A very worthwhile investment in time and money. The training provided me great clarity on my steps towards leaving the organization.” Terry Rubenstein, Joseph and Harvey Meyerhoff Family Funds

“This workshop helped to clarify and bring into focus my understanding of th transition process. I feel ready to develop my plan and set a date.” Gretchen Overdurff, Greenbelt Homes

"An invaluable exercise in grappling with tough issues and challenges." David Marzahl, Center for Economic Process

"One of the most important steps an organization can take to insure its long term viability is to develop succession plans. It is a basic building block of governance. TransitionGuides provides a very practical "Next Steps" workshop to address the succession planning process, and I highly recommend it." Gerald McCarthy, Virginia Environmental Endowment

“The workshop helped me make the actual decision! Thank you for providing me with two extremely important days of information, enlightenment and a way to plan my future in a very different manner. When I used to think about my retirement, it seemed as if there was a big flat wall in front of me, but now I’m really looking forward to life after Maine Humanities Council.”  Dorothy Schwartz, Executive Director, Maine Humanities Council 

“I attended the Next Steps workshop and found it not only helped provide a structured transition from my previous organization, but it also prepared me for my new chief executive role where I succeeded a retiring long-term executive.  As a younger CEO, I realize that the Next Steps workshop was critical for a successful transition." Glen O’Gilvie, Chief Executive Officer, Center for Nonprofit Advancement

 Cancellation Policy

Cancellations must be received in writing to info@transitionguides.com no later than December 31, 2012 to receive a refund less a $50 administrative fee. No refunds will be issued after this date. A credit will be issued that may be applied within 12 months, towards a future Next Steps workshop.