Interactive tool
Leadership Transition Readiness Assessment
Score how ready your organization actually is for a leadership change — across six dimensions.
Available October 2026.
This tool is in build. The page below describes exactly what it will do when it opens — it is a description, not a preview. You can ask to be told the day it opens.
What it does
The Transition Readiness Assessment scores your organization on the six dimensions that determine whether a leadership change goes smoothly or badly: documentation, board readiness, financial stability, staff depth, donor continuity, and knowledge transfer. It tells you where you're exposed before the transition, not during it.
Who it is for
Boards and executives who sense a transition coming — a retirement, a founder stepping back, a long-tenured ED nearing the end — and want an honest read on where the gaps are while there's still time to close them.
How it works
- Work through the assessment for each of the six readiness dimensions.
- You get a score per dimension and an overall readiness picture, with the weakest areas surfaced first.
- The report maps each gap to a specific next step and the resource or plan that closes it.
Sample output
A readiness scorecard: six dimension scores, an overall band (from "start now" to "well prepared"), and a prioritized action list tied to the two or three dimensions holding you back. The sample organization is fictional.
Pricing
This tool is not for sale yet. Pricing will be announced when it opens in October 2026 — ask to be told and you will hear it first.
You may not need this if...
You may not need this if you've recently completed a formal transition-readiness review, or if your leadership change is years off and not yet concrete. This measures readiness; it doesn't write the succession plan — the Succession Plan Generator does that.
In the meantime
The FRAME Method this assessment scores against is the same framework behind our transition work. Before it opens, the Emergency Succession Plan (CSG-N02) and the ED Job Description + Hiring Scorecard (CSG-N06) cover the two things boards are most often missing when a transition arrives unannounced.
Available October 2026.
Be told when it opens
Leave your address and we will email you once, on the day this tool opens. That is the whole promise — no sequence, no early-access tier, nothing else unless you tick the box below.
