Leadership & Governance · Free Guide
Succession Planning Checklist
A one-page succession checklist a board chair can complete in an afternoon
The one-page succession checklist boards actually use.
A succession plan lives or dies on whether the board pulls it out during a crisis. This one-pager is short on purpose — every field is one a board chair can answer in an afternoon, and nothing is included that would be out of date within twelve months.
What’s inside
- One-page emergency succession checklist with named-role fields
- The four decisions that need to be made before the crisis, not during
- A short interim-ED brief covering the first ten things they need to know
- Notes on when to invoke the plan versus wait 24 hours
You may not need this if: You have a current succession plan reviewed in the last twelve months.
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