B. Sample Leadership Transition Plan

Transition Plan Draft: A Community Organization

This is an example of the planning process for one organization as they introduce the new CEO to their membership, staff, and community. It is important for a cross section of members and staff to participate in this planning process so that the new CEO is integrated into the organization with a full understanding of its operations, programs, expected outcomes, and current tactical plans. The CEO then can begin to take up the leadership mantel in a congruent manner with the history of the organization and the current needs and opportunities before him.

What Does Success Look Like?

1. During the first quarter, administrators, staff, and board members get to ...

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