Succession Planning: Creating a Plan to Preserve Your Team’s Wisdom

Leaders know that the most important assets in their organization log off and go home at the end of every day – and one day – they won’t come back. Whether due to retirement or resignation, for happy or sad reasons, a Knowledge Exodus is inevitable. To sustain your impact and avoid the frustration of having to relearn how to succeed, nonprofit organizations must understand the value of their team’s knowledge and proactively preserve it.

In this session, we’ll explore how to identify and preserve institutional knowledge. Attendees will learn proven frameworks and practice building a prioritized action plan. By the end of the session, attendees will have their own roadmap and know the specific next step to take to reduce their risk.

This workshop is designed for nonprofit leaders who want to strengthen their organization’s resilience and reduce single points of risk. No need for a new platform or big initiative. Just simple, strategic steps your team can take starting now.

Attendees will be able to:

• Describe and prioritize the specific people and institutional knowledge that matters most to their success
• Select the best tools and approaches to preserving wisdom – most of which they likely already own and use
• Build 30-day and 12-month plans for knowledge retention that are achievable and impactful