Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!
SESSION DESCIPTION
Succession planning is the process of identifying the critical positions within your organization and developing action plans and processes to ensure success during a time of transition for staff, board and volunteers.
If the most active member of your team were to walk away tomorrow, would your organization come to a screeching halt or begin a chaotic scramble to figure out the next steps? Are you prepared to guide your organization through both expected and unexpected transitions of team members? If the thought of losing and replacing essential team members makes you nervous, this session is for you. Join Funding for Good at the May Nonprofit Cafe session as we outline strategies to ensure that your mission can move forward productively, even during transitions. Takeaways:
Understand different threats that arise from friendly and hostile transitions.
Learn how to protect your organization’s physical and intellectual property.
Determine what information you should include in transition files to prepare for both unexpected and expected turnover.
Explore ways a proactive communication plan ensures your team and the community know what to expect.
Create a checklist of items you can work on now to help promote successful succession transitions in the future.
WHO SHOULD JOIN
Any nonprofit staff, board members or volunteers in the Gallatin Valley are welcome to join. While the content is excellent for all staff to hear and begin processing, this content will have actionable content for board members and executive staff.
ABOUT THE SPEAKER
In 2009, visionary, Mandy Pearce, founded her flagship company, Funding for Good, to equip organizations with all of the skills and tools needed to become successful and sustainable. Marie Palacios, Funding For Good’s Lead Consultant, has worked with Mandy for over 13 years providing much-needed support to meet the changing demands of the nonprofit world.
For over two decades, Mandy and Marie have worked with their team of experts to share their proficiency in fundraising through executive coaching, strategic and development planning, seminars, and specialized consulting programs. Mandy and Marie have dynamic teaching styles that bring thousands of people to their presentations at conventions, training workshops, and online platforms.
HEALTH AND SAFETY
While COVID numbers are currently low, please do not join if you have any symptoms or feel sick. Thank you.
If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.