2016 ILT

Leadership Transition and

Succession Planning

Holly C. ClubbDirector, Leadership Services

Build a Leadership Transition Toolkit

Leadership Transition

Leadership Transition Toolkit

• Article of Incorporation• Bylaws• Policies and Procedures• Handbooks• Strategic Plan

Leadership Transition Toolkit

• Budget/Financial Information• Job Description for all officers• Board of Directors Minutes• List of Project with completion

status

PresidentReview the BylawsReview the Policies and ProceduresReview HandbooksReview Job Descriptions for all OfficersReview the Strategic Plan

Leadership Transition Checklist

PresidentMeet with the Treasure to handle necessary

business and understand the organization’s financial status.Ensure that other officer transitions occurs in

a timely manner and smoothly.Meet with Committee Chairs to discuss duties

and assignments.

Leadership Transition Checklist

President-electReview the BylawsReview the Policies and ProceduresReview HandbooksReview Job Descriptions for all OfficersReview the Strategic Plan

Leadership Transition Checklist

President-electDiscuss duties and assignments with the

President.Schedule orientation session with officers to

learn about responsibilities, etc.Be a “silent” member of all committees to

learn their duties and assignments.

Leadership Transition Checklist

TreasurerReview the BylawsReview the Policies and ProceduresReview HandbooksReview the Budget/Financial Information

Leadership Transition Checklist

Board of DirectorsReview the Review the BylawsReview the Policies and ProceduresReview Minutes from Previous MeetingsReview the Strategic PlanReview the Budget/Financial Information

Leadership Transition Checklist

What do you do for your leadership

transition?

Succession Planning

Filling the Leadership Pipeline

Why Do People Volunteer?

• Give back / make a difference• Try new things• Connect with others• Personal growth

Why Do People Volunteer?

• Self-serving • Build up their resume• Relational• Be an advocate

Three Categories of Volunteers

1. Those who are always ready to volunteer.

2. Those who are busy but will do specific tasks.

3. Those who would like to volunteer but don’t know how to begin.

Three Approaches to Recruiting

1. Warm Body Recruitment2. Targeted Recruitment3. Concentric Circles

Recruitment

Recruitment Tips

• What’s in a name?• Tell me more• But why?• Sorry, I’m busy

Recruitment Tips

• Alternative opportunities• Be professional• Other options

How do you recruit new volunteers/leaders?

How to get what you need from your new volunteers/leaders?

Building Your Team

• Each member has something to offer (talent or skill in a given area, experience, connections)

• Many members are not aware they have something to offer or are not confident in their ability to contribute.

Building Your Team

• Members want to help the organization, and they want to make sure that their experience is gratifying.

• Members want to be successful in their efforts on behalf of the association.

Building Your Team

• Level of member involvement will vary depending on each member’s experiences, obligations, desires, and objectives.

• Members need direction and resources to achieve the association’s goals and to feel good about their contributions.

Building Your Team

• Some members may seek a position that doesn’t suit their talents. They may not have the skills to accomplish the task or the time to devote to it.

• Leaders should broaden their ideas on what types of contributions are valuable.

Building Your Team

• Leaders should strive to build a team that includes all types of members.

• Recognition of team members is essential. Member contributions should never be recognized as favors to leadership.

What volunteers/leaders want from you?

Volunteers Want…

• They want you to prepare them.• They want to feel welcome.• They want good training.• They want to do interesting work.

Volunteers Want…• They want to know up front how much

time the job will take.• They want to be appreciated. • They want you to communicate with

them well and often.• They want to know that they are making

a difference.

What are the different roles volunteers can play

in your association?

Questions?

Thank You!