Resource library · free toolkits, templates and guides
The practical library for people who build nonprofits
211 really practical toolkits, templates and guides for nonprofit and NGO leaders, and the consultants and funders who support them. A mix of the classics and newer methods.
Suggestions are welcome211 resources · 15 topics · 137 publishers · 197 free to use
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- Search: nonprofit leadership transition
- 4.3C050
Building Leaderful Organizations
Volume 6 of the Annie E. Casey Foundation's Executive Transition Monograph Series, written for nonprofit executives and boards. It sets out 3 approaches to succession planning: strategic leader development, emergency succession planning and departure-defined succession planning. A section on the tough issues covers common sticking points, and a resource list closes the guide. Boards and executives use it as a framework to start succession planning and to spread leadership across staff.
Start hereClassicKey manual or guideFree - 4.3C051
Founder Transitions
A guide for founders, long-serving executive directors and boards facing a founder transition. It explains the particular challenges when a founder or long-term leader steps down and how to plan for both planned and unplanned departures. It argues that supporting founders through the exit protects their legacy and the organisation. Boards and executives use it to prepare the handover, the search and the founder's next role. It is part of the Casey Foundation's executive transition series.
ClassicKey manual or guideFree - 4.3C053
Making Founder Successions Work
An article from the Spring 2018 issue of Stanford Social Innovation Review, republished by Bridgespan. It questions the common advice that a founder should make a clean break when stepping down. The authors argue that many nonprofits gain when they plan a deliberate, bounded ongoing role for the departing founder. Boards, founders and successors use it to discuss what role the founder should keep and how to set its limits.
ClassicShort readFree - 4.3C055
How to Plan and Execute an Emergency Succession
A short Blue Avocado article on emergency succession plans, which cover a sudden leader absence for 1 to 3 months. It walks through 4 parts: naming first and second acting successors with limits on authority, or splitting the role's functions among staff; a ranked communications plan; and an operational checklist of contacts, accounts and key dates. It links to an editable Word template that a board and staff can complete in under 2 hours.
CurrentTool or templateFree - 1.5C216
Creating the COO Position
A free Bridgespan article on when and why nonprofits add a chief operating officer, drawn from a survey of COOs and interviews with COOs and executive directors. It covers the usual triggers, such as a chief executive stretched by a growing staff or a growth plan to deliver, the worries executive directors have about sharing control, and how organisations managed the transition. It links to Bridgespan's wider set of COO resources, including sample job descriptions.
CurrentShort readFree
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