Succession for Key Roles: Make a Plan
Sep 17, 2026 • 2:00 pm – 3:15 pm
Adaptive Leadership, Board Development, Operations & Financial Management • Virtual Event
Offered by The Chronicle of Philanthropy, learn from expert speakers who bring both a practical succession-planning process and real-world examples.
Most nonprofits know they should have a succession plan. Far fewer have one in writing. When a key staff member leaves, steps away temporarily, or is suddenly unavailable, the challenge is rarely limited to filling a position. Leaders can find themselves scrambling for passwords, donor histories, operational know-how, and key information that has never been documented.
That vulnerability can show up anywhere in the organization, not just in the CEO role. Without a plan, even routine staffing changes can slow programs, delay reporting, disrupt funder relationships, and create gaps in critical financial or operational processes.
You’ll learn how to:
-- Identify the roles, knowledge, and relationships that would be hardest to keep moving if one person left or stepped away
-- Decide what information to document first and how to build backup coverage into existing workflows
-- Prepare staff and board leaders to maintain stability when a transition happens
Cost associated. Eligible for support through Rotary Charities Learning Fund.