This workshop will explore strategies for a planned or unplanned leadership change.

Succession planning is not just about “replacement” planning! Done well, this critically important process will develop and deepen your bench and ensure organizational stability through both planned and emergency transitions. Take advantage of this opportunity to learn about proven methods for strengthening your organization and preparing your team to manage leadership transition, with a focus on the CEO/Executive Director, and concepts that can be adapted for Board Chair or other key leadership transitions within your organization. 

Some leaders are looking seriously toward retirement, some are looking for a change or advancement in their careers, and some are simply dealing with health and/or emergency situations, yet CEO/Executive Directors, Board Members and Senior Leadership aren’t sure how to plan for a successful transition. Whether in one year, two years, or a much longer time horizon, this session will help you focus, plan, and activate your process.

During this training, we will look at:

• What should you consider?
• What will it take to make the transition work well?
• When and how do you talk about it with board members, staff, funders and other stakeholders?
• What are some recent examples and lessons learned on this subject?

 

Learners will:

• Learn concepts to support a graceful transition for organizational stability
• Explore considerations for preparing you and your team for leadership transition
• Interact with peers to share ideas and concerns
• View and receive collateral to support planning for your organization’s coming transition
• View and receive a recent report on the state of leadership transition in the nonprofit sector

 

Who should attend: Executive Directors/CEOs and Board Chairs of family resource centers, child abuse prevention councils and other nonprofit child and family-serving community-based organizations and systems.

This training will focus on successful transitions for EDs/CEOs, with concepts that can be applied to Board and other Senior Leadership in the organization.

 

IMPORTANT REGISTRATION INFORMATION:

• This is an interactive training. Please be prepared to participate in activities such as group discussion, break out rooms, and/or demonstration. Your training experience will be best with the use of a web cam, audio, and a training environment conducive to active participation.
• This training will NOT be recorded.
• This is a small-group training. Spaces are limited space and there may be a waiting list. Preference will be given to applicants from California. Applicants will be contacted by the week of April 28, 2025.
• CalTrin “No Show” Policy. While CalTrin training is provided at no cost to learners, it requires significant financial and human resources to provide high-quality, small-group interactive training experiences. In addition, these trainings frequently have a waiting list. Applicants who are selected but dodo not attend and do not contact CalTrin in advance may not be selected for future application-based small group trainings.
• California privacy laws mandate consent for recording conversations using AI applications. To ensure a respectful and secure learning environment for all participants, AI assistants are not allowed in CalTrin training. We value an accessible learning environment. If you require an accommodation to support your learning, please email us at least three business days before the training.
• By registering for a CalTrin training, you consent to be added to the CalTrin mailing list.

 

See what previous CalTrin participants took away from this training…