Organization-Strengthening Resources: Human Resources & Succession Planning

Executive Transitions Series                                                                                                                       FREE
The Annie E. Casey Foundation produced a series of 9 downloadable reports on nonprofit leadership change, covering succession planning, founder transitions, interim EDs, next gen leadership & generation change, board roles, using transition management to strengthen organizational capacity, and systemic change to address the current np leadership crisis.

Executive Transitions Webinars                                                                                                                FREE
Nonprofit Quarterly offers a series of 4 webinars offering critical guidance on executive transitions for boards & EDs, with linked lists of selected readings. Topics include transition framework & organizational sustainability, ED role (planning, communicating, & implementing an exit), board role, tips & traps. An additional webinar on nonprofit leadership transitions & organizational sustainability provides an updated approach to the topic.

Missionwell
Pasadena firm offering ongoing or project-based accounting, bookkeeping, financial consulting, gift handling, payroll, HR support, & HR policy advising.

Nonprofit Executive Succession-Planning Toolkit                                                              FREE
The Federal Reserve Bank of Kansas City developed this resource for both sudden & planned departures. The 40-page handbook includes an overview of the succession-planning process; strategies; definitions; competencies, sample job descriptions, & a board matrix; outline of key roles, timelines, & organizational readiness questions; customizable templates; & a list of additional resources.