As members of the board of directors, there is much you can do to prepare
the organization for an eventual transition long before the executive director
announces an intention to leave.
Management
development builds leadership potential broadly across the organization.
Succession planning involves finding and perhaps preparing someone
with leadership ability to assume the executive director's functions.
An effective leadership transition is a product of effective management
development. Sometimes, when an organization has been committed
to management development over time the successor to an outgoing
executive director can be found among current or past staff members.
The board should insist that all senior staff members have personal
development plans, created jointly with their supervisors, which
chart their desired areas for professional growth. Each
staff member's plan would likely include some job-specific sills,
such as marketing, board relations, strategic visioning, PR, or
database creation, as well so-called "soft skills," such as
communicating effectively, managing conflict, and setting priorities.
Then the board and executive director should ensure that all staff
have opportunities through nonprofit capacity building training,
cross training in one another's responsibilities, short internships,
mentorships, coaching, and on the job experience to strengthen
their leadership capacity. Funding for training and other
growth opportunities should be included in the organization's budget
and grant requests, and supervisors should track progress and provide
encouragement and coaching where necessary.
that
relate to what you each really do and are based on an assessment
of what the organization needs. This is helpful not just
for tracking how things are going in your current executive director,
but also will establish a framework for creating a job description
for his or her eventual successor.
Insist that processes and procedures
be well documented, information be shared, files be centralized
and standardized, and whatever other steps are necessary be taken
to ensure that critical knowledge isn't just in one or two people's
heads and can easily be accessed by others as needed.
The next time the executive
director takes a vacation, put the system to the test and evaluate
the results. What information was hard to come by? What
decisions were difficult to make? What systems need to be
put into place to ensure a smooth transition for the organization
and the new leadership?
. Even
in those organizations where regular feedback and evaluation of
programs and services are the norm, it is not always the case that
the board routinely reviews the executive director's performance. But
doing so is a critical board function. Since the board and
the executive director ideally work together very closely, it is
important that the board have feedback about its performance from
the executive director as well. Be sure to have frequent
conversations about mutual expectations.
Develop annual professional goals for the executive director and
for board members that advance the organization's overall institutional
goals. Some goals would be common to all board members and
some would be specific to the positions certain members hold and
the responsibilities they take on. Such goals create a frame
work for the conversations about how things are going and can sometimes
begin a discussion about an executive's future transition.
Schedule an annual formal self-assessment and reciprocal evaluation
of the board and the executive director. First the board
and the executive director should consider how their own performance
measured up to their own expectations for themselves and then they
should explore one another's contributions. By means of
this constructive process board members and the executive director
will come to understand what changes they might make that would
benefit the organization.
While this may sound great in theory, most board members and executive
directors are reluctant to give one another honest feedback. Yet
without it, board members and executive directors are likely to become
dissatisfied with each other, coming to see one another as impediments
rather than partners.
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