Planning
Succession
Succession is the stewardship of continuity,
not a hiring event.
The Real Problem
Search and succession are not the same thing.
A search process identifies a successor. Succession planning prepares the people and the organization. When teams equate succession with search, important questions go unaddressed.
- Board members worry about the questions they may not be thinking about.
- The transitioning leader wrestles with what their next season will look like.
- Staff quietly wonder how the transition will affect them personally and the team.
- Volunteers want to know if the programs they care about will change.
- Major donors want confidence that their investment will continue to be stewarded well.
People across the organization carry questions that deserve attention. Succession planning creates space to address these concerns in ways a search process cannot.
Schedule a ConversationA Look Inside Planning Succession
Search is one part of succession.
Here's the rest.
These six conversations form the foundation of thoughtful succession planning. Healthy searches are the outcome of thoughtful succession planning
Caring for the Departing Leader
Strengthening Organizational Continuity
Managing the Transition Process
Communicating with Clarity
Searching for the Next Leader
These six conversations form the foundation of thoughtful succession planning.
Healthy searches are the outcome of thoughtful succession planning.
Schedule a ConversationHere's How It Works
This is how we work with teams.
Every engagement follows the same steady path — from initial conversation to confident leadership.
Schedule a Conversation
The first step is a conversation to understand where and how Sherpa can help. We listen before we act.
Build a Succession Plan
We guide your team in building a plan to address the transition issues that need attention, in the right sequence.
Lead With Confidence
Your team implements a healthy and effective succession plan with clarity, dignity, and confidence.
Free Resource
Is Your Organization Having the Right Conversations About Succession?
We have created this self-assessment as a guide to help you see where your preparation is strong and where you might need additional clarity.
Download the Assessment
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