Event Details
Succession Planning & Transition Success: How To Get It Done Right
What if organization leadership stepped away tomorrow? Does your organization have a succession plan in place?
Leadership transitions can be one of the most disruptive moments in your organization but it can also be one of the rare strategic opportunities your organization can leverage. A proper succession plan can help ensure operational continuity for your planned and unplanned leadership transitions.
This two-day workshop will cover the state of leadership transitions today. We'll explore real examples of how leaders, boards, and organizations have managed succession planning. Gain an outline of succession planning phases, key steps, and sample timelines. The series will also discuss how to manage the expectations and perspectives of internal and external stakeholders. Other topics include: conducting the search for a new hire, considering interim directors, and nuances of long-term leaders or founders.
Join fellow nonprofit organization leaders to reflect on your succession planning interests and goals. Walk away with a checklist of steps and a list of action items to position your organization for success.
Session 1 Agenda:
•Trends in leadership transitions and succession planning
•Transition planning scenarios: lessons learned and keys to success
•Succession planning phases and sample timeline
•Managing perspectives of internal & external stakeholders
Guest Speaker: Eric Ibarra, Transitions Consultant
Session 2 Agenda:
•Transition and continuity self-assessment
•Planning and conducting an executive search
•Leveraging the transition and onboarding
•Succession planning implementation in action
Guest Speaker: Envision Consulting, Executive Search Consultants
Trainer: Julie Ha Truong, M.P.P., Founder, Leadership Savvy
For 20 years, Julie Ha Truong, has supported thousands of leaders in achieving meaningful, lasting change. She has led innovative cross sector initiatives, leadership institutes, and strategy consulting. She has also served as an executive coach and recruiter. As coach she specializes in helping diverse leaders with on-the-job success as well as career transitions. Throughout her career Ms. Truong is proud to have effectively transitioned out of her roles, ensuring continued success beyond her tenure. These include an award-winning Capacity Building Program, a community-schools transformation project with over 100 public and private partnerships, and others. Julie is a professionally trained coach and has a M.P.P in Management and Leadership. Learn more at: www.leadershipsavvy.com.
Day 1 Guest Speaker: Eric Ibarra, Transitions Consultant, Founder and Former Executive Director of Las Fotos Project
After 10 years founding and leading Las Fotos Project, Eric was able to successfully transition. He is often asked how he did it. Eric will share with us how we worked with his staff, board, and a coach. Perhaps more importantly he'll talk about the emotional and personal work he had to go through. He recalls it was a challenge to even make the decision to leave and there is so much that comes with the process. He is excited to join this training to share and support other leaders in their transition having gone through it. Participants will have a chance to hear from Eric and ask questions about his experience.
Day 2 Guest Speaker: Envision Consulting, Executive Search Consultants
Envision Consulting is an innovative consulting firm that specializes in providing leadership strategy and search solutions exclusively to nonprofit organizations. They have supported dozens of organizations through successful executive transitions. They will join us to share their experiences in successfully finding a successor. We'll discuss how to prepare for the search, what their search process entails, as well as tips for working with board and staff. We'll also chat with them about other issues that often come up with executive searches, such as compensation, restructuring, partnerships, and interim executives.
Cancellation policy: We require notice of cancellation at least 48 hours in advance of the class start time. No refunds will be provided for no-shows or late cancellations. LACAC and First 5 (Region 4) grantees who register and do not attend will be invoiced directly for the full cost of the course. All registrants are encouraged to send an alternate if unable to attend.
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