Tools for Succession Planning & Leadership Continuity
Annie E Casey Foundation Executive Transitions Monograph Series, 2008, 23 pp, PDF
Broad overview of succession preparation. Contains checklists and additional suggested resources.
Annie E Casey Foundation Executive Transitions Monograph Series, 2006, 20 pp, PDF
Contains an organizational self-assessment, a preparatory action plan, case studies, and additional resources. Focus is on more immediate proximity to a transition rather than long-term planning.
Clarity Transitions, 2019, 3 pp, editable DOC
Editable checklist that considers readiness for emergency executive transition, status of policies for executive succession, and organizational strength in preparation of an executive transition.
Leap of Reasons, Ambassador’s Community, 2018, 14 pp, PDFs
Provides 10 basic steps for succession and transition with many real-life examples.
Federal Reserve Bank of Kansas City, 40 pp, PDF
Covers emergency & departure-defined Transition planning, development of strategic leaders, barriers to planning, and provides tools including plan templates, sample job description, list of ED competencies.