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Back to Established YP Resources
This checklist developed by the Yong Professionals of Iowa. |
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Succession Planning
Planning is setting the direction for something and then guiding one to follow the direction
- Determines where an organization is going, how it will get there and how it’ll know if it got there
- Ensures key leaders are all on the same page
- Increases effectiveness
- Solves major problem
- When you look back on a group, as things change, your group changes….
- How do you feel your group is doing in this category? Is the change positive? What is it you feel your group can do to be better prepared and understanding the changes? Write down… with your permission these will be shared on the website forum (with no names) as examples.
Make sure your leaders understand the history of your group – why you started, how you started, understand the mission
- Annual Report
- Meeting Minutes
Make sure entire board doesn’t turn over at the same time – stager the terms end dates
- Determine whether or not they are renewable (and how many terms you can serve)
- Learn to lean on one another, especially during busier times at work
- Don’t dismiss a volunteer because at a certain time of year they can’t commit
- Create by-laws and board structure, including:
- President (Chair)
- Vice-President (Vice-Chair)
- Past President
- Board Members
- Ex-officio
- Open seats as allowed in your by-laws
- Determine whether or not committee chairs will be board members
Document important changes so it can passed on to future boards
- Be clear on your by-laws what committee/leadership roles do so it can be referenced
- Bylaw examples under Start a YP Resources section of site.
Set expectations for committee members, committee chairs, executive committee members, etc.
Identify Successors
- Give a possible successor a trial run task to ensure they can handle the position
- Nominating committee
- Greeters Committee assignment
- Continually work on developing your group members leadership skills
- Solicit from membership – ask them who might be a good person to take on a leadership
- Seek out people who are passionate about the success of the group
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