Navigating Leadership Changes

Guiding executive transitions with clarity, alignment, and trust

Leadership transitions shape an organization’s future. How a vacancy, whether planned or unexpected, is announced, managed, and filled affects stakeholder trust, stability, and your new leader's success.

Rooted in The Basics of Nonprofit Succession Planning by the Interim Executives Academy, this service helps boards lead executive transitions with confidence, care and alignment. By engaging stakeholders early, you can turn a moment of change into an opportunity for renewal and growth.

What it helps you do:

Build trust, alignment, and stability throughout the transition process—before, during, and after your next executive hire. This service helps you do that through five key actions:

1. Prepare for Transition

Manage respectful departures and interim planning
Coordinate internal and external communications

2. Assess Leadership Needs

Evaluate readiness to avoid rushed or misaligned decisions
Define strategic priorities and high-level leadership criteria

3. Define the Leadership Role

Develop a clear, values-aligned position profile reflecting responsibilities, qualifications, and compensation

4. Support the Selection Process

Guide the board/search committee (and retained search firm) through an inclusive, transparent process that balances confidentiality with stakeholder engagement

5. Ensure a Strong Start

Create a robust onboarding plan with clear expectations and stakeholder introductions—setting your next leader—and your mission—up for long-term success

Navigating Leadership Changes

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