SUCCESSION PLANNING
Our Process
Leadership transitions often evoke a sense of uncertainty, triggering concerns about redefined roles, cultural shifts, and the potential disruption of the organization's mission. Whether building your bench strength, planning for a phased retirement, or backfilling in an emergency, a proactive, well-structured, and responsible approach to succession planning empowers organizations to navigate these challenges and harness the opportunities that transitions present.
At Curtis Strategy, we empower non-profit leaders to navigate seamless leadership transitions through comprehensive assessments, customized data-driven plans, and expert facilitation. We turn potential disruption into catalysts for sustained growth, increased employee engagement, and successful new ventures.
We conduct in-depth leadership assessments and targeted interviews to precisely define the position's future strategic direction, the required core leadership capabilities, and essential functional competencies. We actively engage key stakeholders to gain a holistic, forward-looking understanding of the organization's long-term leadership needs and emerging sector trends. Simultaneously, we execute a rigorous analysis of each candidate, mapping their individual strengths, unique talents, and critical development areas. This detailed evaluation provides the necessary data for targeted candidate development and ensures the succession criteria are perfectly aligned with the organization’s long term strategic roadmap.
This phase concludes with the creation of a comprehensive plan that outlines the recommended path to succession and provides a detailed action plan, highlighting the Executive's immediate readiness level and prioritizing the specific areas for future growth and improvement necessary to close identified capability gaps for C-Suite readiness.
Curtis Strategy provides expert support for Succession Planning implementation, focusing primarily on change management and risk minimization. Following the recommendations crafted in Phase One, we collaborate closely with your Board and leadership to ensure a seamless leadership transition.
Our comprehensive process includes targeted Executive Coaching for internal candidates, emphasizing personalized development plans, leadership potential, and reframing inhibiting behaviors. This is paired with strategic communication, where we craft careful, transparent messaging for both internal and external stakeholders.
Finally, we provide active project management of the transition timeline to guarantee sufficient knowledge transfer and proactively address any internal vacancies or attrition risks that may arise from the recommended plan.
We Are Here For You
Whether you have a specific project in mind, want to learn more about our services, or how we support organizations with establishing the frameworks of sustained success- we are ready to talk.