In Spring 2020 the Coalition and New York Council of Nonprofits, Inc. (NYCON) sent out a survey to assess your succession planning needs (click here to be reminded of the survey questions).  From the responses, NYCON created the following introductory webinar* which was held June 17, 2020, and is posted here for you to click and review or view for the first time:

*Information offered to participants during this training is not, and is not intended to constitute,
representational legal, tax, insurance or other professional advice or guidance; rather,
all opinions, content and available materials are solely for general informational purposes.

On December 1, 8, & 15, 2021 Susan Weinrich, Senior Vice President for Organizational and Community Development at NYCON, will be back to present the three-part Succession Planning Workshop.

The workshops help you identify the risks and opportunities that a transition might bring and prepare the organization for minimizing risks and seizing new opportunities.  To get the most out of this series, it is recommended that at least one Board Member and one senior staff member attend. 

You will not want to miss a single live and interactive session! An opportunity to connect and discuss with others experiencing similar challenges!

Planning for Staff Leadership Succession – December 1, 2021: 10 AM – 11:30 AM
This workshop will explore several models of succession and leadership continuity and help provide tools and a framework for your board of directors and senior staff to be pro-active and thoughtful about planned and unplanned transitions involving Executive and other core staff positions. It will provide an overview of the role of strategic planning and its relationship to the process of succession planning and provide sample templates for succession policies and plan development.

Preparing the Organization for Executive Transition- December 8, 2021: 10 AM – 11:30 AM
This session will provide guidance on the preparation that can be done at the board, staff, and organizational levels to help you identify your key risk factors and support leadership continuity. It will give you some tools to assess organizational readiness and help you to prepare your Board of Directors to guide the transition. It will help you assemble an inventory of organizational information needed to ensure ongoing operations during a leadership transition. Finally, we will explore some human resources and staff development practices to strengthen your staff team.

Hiring and Onboarding for Executive Leadership- December 15, 2021: 10 AM – 11:30 AM
This final session will walk you through the steps involved in the hiring and onboarding process, and help you assess various options involved in the hiring process, including: establishing a search committee; developing or revising the job description; determining where and how to advertise the position; how to evaluate resumes and candidates; and the importance of reference and background checks. It will help you ensure a smooth and comprehensive onboarding process including defining board and staff roles and leveraging the documents developed in Session 2.

Click to REGISTER*

*You will see a confirmation when you register; a separate email will follow with the link good for ALL 3 sessions.  Register as many as you like each will need a separate email to access the workshops.  Remember the sessions are live and interactive, a.k.a. you will be seen and participating with others.