prepare the organization
Don't allow your transition to become the thing that disrupts the mission.
Transitions don’t create problems. They expose them.
Your organization may be healthy, effective, and accomplish its mission. But will the things that make it work today continue to hold up when leadership changes?
Every organization carries strengths, challenges, and unfinished work into its next season. Some strengths may provide stability throughout succession. Other areas may become disruptive under the added pressure of transition. The challenge is knowing which is which.
What must be protected?
What needs to be addressed?
Prepare the Organization helps you understand the organization's story, assess its current condition, and identify what deserves attention.
FOR TEAMS WHO WANT TO PROTECT THE MISSION
Everyone sees something. No one sees everything.
SENIOR LEADERS
How can I help the organization before I step aside?
You want the organization’s history, strengths, and challenges to be understood as you prepare to entrust its leadership to someone else.
BOARD MEMBERS
What do we need to understand about the organization?
You want to understand the organization’s current condition so you can make responsible decisions about its future.
STAFF, VOLUNTEERS, DONORS
How can we help leadership see what we see?
You have experiences and perspectives that can help leadership understand the organization more fully.
WHAT IS INCLUDED
A coordinated process that invites different perspectives to share what they see.
Build Your Life Map
The Life Map helps everyone understand the organization’s history and the experiences that have shaped it.
Succession Readiness Assessment
The Succession Readiness Assessment helps leaders identify stabilizing forces and name potential tripping hazards across the organization.
Conversation Guide
The Conversation Guide equips the person facilitating the process to help participants develop shared understanding and prepare leaders for responsible decisions.
HOW IT WORKS
Prepare the Organization takes the guesswork out of naming what needs to be protected and what must be addressed.
Step 02
run the process
The Facilitator helps participants develop a shared understanding of the organization’s history, strengths, and challenges through individual and group conversations.
Step 03
PREPARE THE ORGANIZATION
The leadership body determines what should be protected, what needs attention, and who will take responsibility for the next steps.
THINK WISELY AND SEE CLEALY SO YOU CAN LEAD WELL
Prepare the Organization. reduces the risk that unnamed challenges will disrupt the mission during a season of succession.
Understand your history, assess your readiness, and prepare for what comes next.
Where Else Sherpa Works
