Next Steps Workshop
Personal and Organizational Succession Planning
Explore tools for executive succession and transition, presented in a confidential environment

Are you thinking about leaving your chief executive position within the next 1-5 years?
Exclusively for nonprofit chief executives, Raffa’s Next Steps Workshop offers a safe and confidential space to explore best practices in organizational sustainability, leadership succession, and chief executive transition.

Our two-day workshop focuses on you, your legacy, and how to prepare yourself, your organization, your staff, and your board for your eventual departure. These “tough-to-talk-about” topics are skillfully guided by national experts who have helped more than 500 executives – with tenures ranging from 5 to 35 years – ensure that their hard work and legacies endure.

Next Steps Features

• Three Vital Tools
  1. Organizational Sustainability Planning
  2. Leadership Succession Planning
  3. Executive Search and Transition   
• Two Tracks for Succession and/or Transition
  1. Preparing Yourself 
  2. Preparing Your Organization  
• Roles Discussion of executive, board, and staff roles
• Communications Advice on the who, how, and when
• Small Groups Work with experts and peers on the three vital areas
• What's Next Discussion on possibilities beyond the chief executive role (retirement, consulting)
• 30-Minute Coaching Call Speak with a facilitator before, during, or after the workshop

You'll Leave Next Steps with...

• Clarity about where you are personally, professionally, and organizationally with succession, transition, and what's next for you beyond transition. 
• A high-level action plan for transition, capacity building, and sustainability.
• Tools and guides you can tailor to your needs.
• A rich understanding of what will be required of yourself, your organization, and your board.
• Your concerns addressed by hearing from peers who have successfully transitioned.
• New ideas for building team diversity and strength.

Workshop Facilitators
Tom Adams, former President and Co-founder of TransitionGuides, now Director at Raffa, has been leading executive transition projects since 1991 and has more than 30 years experience serving nonprofit organizations as an executive director, senior manager of a national organization and as a consultant. He is the author of The Nonprofit Leadership Transition and Development Guide: Proven Paths for Leaders and Organizations.

Karen Schuler, former Executive Vice President of Search & Operations at TransitionGuides, now Search Executive at Raffa, helps organizations maximize their ability to fulfill their missions. For more than 25 years, she has consulted with nonprofits to support their executive transition management processes, revitalize business functions, and improve management-Board relations.

Next Steps Workshop Testimonials:

"It's imperative for the future of your organization."
- Ron Simmons, Us Helping Us, People Into Living, Inc.

“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

“The workshop transformed my confusion, dread, and trepidations into a clear plan I can be enthusiastic about. It was a two-day miracle.”
- Nancy Thaler, National Association of State Directors of Developmental Disabilities Services

“One of the most important steps an organization can take to ensure its long-term viability is to develop succession plans. It is a basic building block of governance. The workshop addresses the succession planning process, and I highly recommend it.”
- Gerald P. McCarthy, Virginia Environmental Endowment

“This is a valued ‘space’ to learn and share with nonprofit peers regarding succession planning as an effective organizing practice, regardless whether you’re leaving within the year or in several years.”
- Anonymous

“This session is extremely beneficial for any nonprofit executive who wants to leave his/ her organization in the right way. Thank you!”
- Cathey Brown, Rainbow Days

“An invaluable exercise in grappling with tough issues and challenges.”
- David Marzahl, Center for Economic Progress

Registration is now OPEN, Click Below to Register

Register Early: Enrollment is limited to 25 participants!

Registration includes continental breakfast , lunch, comprehensive resource materials, a workbook, 
a complimentary book, and a 30-minute coaching session.

July 27-28, 2015
Early Bird: $400 (before 6/15/2015)
Regular: $495 (after 6/15/2015)

Register Now!