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Succession Planning Webinar Series

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Succession Planning Webinar Series

February 27, 2012 - 6:00pm to 7:15pm
March 19, 2012 - 5:00pm to 6:15pm
April 30, 2012 - 5:00pm to 6:15pm

Note: Recordings will be available for registrants not able to attend. Contact Jerri McCandless if you require a recording.


Succession Essentials (February 6, 2012, 1:00 pm - 2:15 pm, Eastern)

Every organization should have succession essentials in place, consisting of a backup plan for the CEO's position and a succession policy that outlines how the organization would handle unexpected, as well as planned transitions into the CEO role.

These tools minimize the risk of traumatic transitions and offer many other benefits derived from the process of putting these tools in place, including:

  • A better understanding by the board of the complexities of the CEO role
  • A clear sense of leadership bench depth; and
  • Greater clarity about organizational sustainability.

This session will provide an overview of how to put these tools in place in your organization and how to glean the most from the process of putting them in place.

Participants will take away the following:

  • Awareness of the benefits of and best practices in executive succession planning.
  • An understanding of how “succession essentials” (e.g., backup plans and a board-adopted succession policy) can mitigate risk and deepen the understanding about the organization’s leadership bench depth and sustainability.
  • An outline for how to prepare “succession essentials” for the chief executive’s position.

CEOs, executive leadership, board members and HR directors from organizations of any size should attend this session.

Developing a Leadership Pipeline Through Talent Management (February 27, 2012, 1:00 pm - 2:15 pm, Eastern)

An organization is only as strong as its people, particularly its leadership. Leadership development planning and talent management are powerful tools for managing human resources in a way that directly links organizational goals with outcomes. It also helps develop a pipeline of leaders and strengthen leadership capacity.

This session will provide an overview of talent management and leadership development and show how to link it to ongoing strategic/business planning or use as a standalone process.

Participants will gain:

  • An understanding of talent management, the critical link between goals and performance, what it can provide, and its role in staff development.
  • An understanding of how to incorporate talent management with the organization’s ongoing long-range/strategic planning works, or use it as a standalone process.
  • How to use talent management principles to develop a pipeline of leaders.

This session will be especially useful for CEOs and COOs, particularly of larger organizations.

Organizational Sustainability Planning (March 19, 2012, 1:00 pm - 2:15 pm, Eastern)

Organizational sustainability planning is a tool for strengthening an organization so that it can become or continue to be a high-value asset to society over the long-term. In this session, you will learn how you can use sustainability planning to increase their organization’s agility and resilience in the face of today’s uncertainties.

This session will introduce four critical elements of organizational sustainability and provide an understanding of how leadership, strategy, resources and culture come together to influence sustainability and vitality.
Participants will gain:

  • An understanding of the interplay between four critical elements of organizational sustainability and how to assess and improve upon them;
  • A simple tool and process to quickly assess their organization’s sustainability; and
  • A process for implementing sustainability planning either as a stand-alone tool or as part of ongoing strategic/business planning.

This session will be especially useful for CEOs, COOs, and board leaders, particularly of larger organizations. Board member-executive teams are especially welcome.

Managing the Transition Process (April 23, 2012, 1:00 pm - 2:15 pm, Eastern)

When confronted with the turnover of a senior executive or chief executive, the hiring team or board often simply dusts off the job description and devotes resources to advertising and getting the word out.

They miss the fact that a successful transition requires more than just a successful search. Stepping back and focusing on the transition—then managing the search within that context—allows you to capture opportunities and better mitigate risks.

This session will provide an overview of the three-phases of executive transition:

  1. Management Preparation
  2. Search and Selection
  3. Onboarding and Post-Hire

Participants will learn how use of the three-phase model to plan and manage a chief executive or senior executive transition, including onboarding the new hire.

Participants will take away the following:

  • An understanding of executive transition management;
  • How to use the "prepare" phase to better calibrate the hiring process to the organization current and future leadership needs; and
  • How to use the onboarding/post-hire phase to reduce the new hire’s learning curve and have them "hit their stride" more quickly.

This session will be especially useful for CEOs and board leaders currently involved in or facing a CEO or senior executive transition or likely to face one in the next 12–18 months.


Don TebbeDon Tebbe is executive vice president and cofounder of TransitionGuides, a private consulting firm based in Silver Spring, Maryland. With associates throughout the United States, TransitionGuides consults on organizational sustainability and leadership succession and provides executive search services for nonprofits.

Since starting his consulting practice in 1993, Don has helped hundreds of nonprofit boards and executives build sustainable organizations through developing stronger leadership teams and more robust business models and strategies. Drawing on his prior experience in executive leadership, Don brings leadership wisdom to each project gleaned from more than three decades real-world experience.

In addition to a number of articles and guides, Don is the author of Chief Executive Transitions: How to Hire and Support a Nonprofit CEO, published by BoardSource, which won the 2009 Terry McAdam Book Award. He also authored For the Good of the Cause: Board Building Lessons from Highly Effective Nonprofits, a report based on case studies that explored the link between governing board behavior and nonprofit effectiveness. He is currently writing a book on organizational vitality.


  • ANCOR members: $98 each session; $298 for the whole series
  • Non-members: $149 each session; $369 for the whole series
  • Click here to register.


  • For questions about the content of this webinar series, contact Debra Langseth.
  • For questions about logging in or registration, contact Tony Yu.