SUCCESSION PLANNING SIMPLIFIED
Setting Successors Up for Success© Background
Lived experiences with unplanned leadership absences, departures, and transitions piqued my interest in succession planning. (Leadership is defined as the Executive Director/CEO AND other critical leadership roles). These experiences, accompanied by extensive research, guided me to simplify the assembly of a succession plan with a cohort model Setting Successors Up for Success©. (This model can be adapted for one-on-one engagements between organizations and the VESTEDin™ Consulting Group Team at any time throughout the year).
Setting Successors Up for Success© Process
This model uses a design sprint framework (i.e., problem-solving or product creation takes place quickly with intensive collaboration, designing, and prototyping over a short, focused period). The Cohort period begins with a board survey (3-4 weeks before the workshops), then two half-day intensive workshops where succession strategies are electronically documented, and finally, an optional coaching session for each participating organization.
Setting Successors Up for Success© Executable Plan
Over this three-phased Cohort period, the nonprofits spend the equivalent of two full work days and deliver an executable SUCCESSion ROADMAP™. This electronic guide contains vital organizational information and strategies to continue business as usual during expected or unexpected absences or departures. "Be ready, so you don't have to get ready!"
STRATEGY REFINEMENT & ALIGNMENT
Guidance toward clarity, direction, and priorities
Crafting strategy and aligning goals entails a period of profound introspection and creative exploration, enabling organizations to emerge with clarity, purpose, priorities, and an actionable roadmap for immediate implementation. Our role is to orchestrate and guide an inclusive and engaging process that stimulates divergent (creative) and convergent (well-defined) thinking, harnessing the valuable perspectives of diverse stakeholders. This collaborative endeavor involves soliciting vital insights from the board, staff, clients, community partners, collaborators, funders/donors, and other stakeholders to define a compelling vision, strategic themes, and actionable steps for execution, all aimed at guiding the organization toward its North Star.
ORGANIZATIONAL DEVELOPMENT
FACILITATION
ORGANIZATIONAL DEVELOPMENT ACCOMPANIMENT (ADVISOR)
ORGANIZATIONAL DEVELOPMENT ACCOMPANIMENT (ADVISOR)
We specialize in expert facilitation services for meetings, focus groups, and retreats. We understand the importance of productive and meaningful convenings that drive collaboration, innovation, and effective decision-making. Our skilled facilitators are dedicated to creating a safe, supportive, and inclusive environment where all participants can contribute their perspectives and ideas.
Whether you want to align team objectives, generate fresh insights, or foster strategic thinking, our facilitation expertise will guide you through a customized approach. By leveraging proven methodologies, such as design thinking, we ensure that your meetings, focus groups, and retreats are engaging, purposeful, and yield actionable outcomes.
ORGANIZATIONAL DEVELOPMENT ACCOMPANIMENT (ADVISOR)
ORGANIZATIONAL DEVELOPMENT ACCOMPANIMENT (ADVISOR)
ORGANIZATIONAL DEVELOPMENT ACCOMPANIMENT (ADVISOR)
Our organizational development accompaniment is a collaborative and relationship-centric approach that goes beyond a one-time intervention. We provide ongoing thought partnership and support to improve organizational capacity and resilience.
With our deep understanding of organizational dynamics, we offer strategic guidance and tools to co-create strategies and actions that enhance performance, foster growth, and drive sustainable change. Our partnership with organizations to navigate complex issues, overcome obstacles, and develop sustainable solutions unlocks their untapped potential and positions organizations for long-term success.