Setting Successors Up for Success©

"Be ready, so you don't have to get ready!"

SUCCESSion planning should not be a taboo topic but a standard organizational practice. Drawing from firsthand experience with unexpected leadership transitions and extensive research, we've developed a streamlined approach using a design sprint framework to create practical succession plans efficiently.

Why This Matters

Critical organizational leaders' unplanned absences, departures, and transitions (Executive Directors, CEOs, COOs, CFOs, etc.) can significantly disrupt operations and threaten organizational sustainability. Our simplified methodology helps organizations be prepared rather than reactive.

In just 8-10 weeks,  comprehensive succession strategies are developed through a five-phase process:

1. Project Launch: Establish goals, identify critical roles, and assess staff competencies
2. Goals & Roles Alignment: Review documents, collect stakeholder feedback, and align with strategic plans
3. Ideate & Prototype Workshop: Generate succession strategies through collaborative ideation sessions
4. Knowledge Transfer: Create a digital organizational information inventory to preserve institutional knowledge
5. Transition Coaching (Optional): Provide ongoing implementation support during actual leadership transitions