Executive Transition Toolkit

Executive Transitions

HANO knows that each leadership transition is unique. Your organization is rooted in core values that guide your focus and actions. Hawaiʻi nonprofit missions are also often place-based and/or deeply rooted in cultural practices, sometimes passed down over multiple generations. We encourage you to use these “deep roots” to anchor and support your organization’s executive transition process.

While there is risk in executive transition, there is also tremendous opportunity for reflection, change, and organizational growth. When well-planned and considered, leadership transitions can result in significantly stronger organizations.  Poorly managed leadership transition can erode staff confidence, undermine stated equity commitments and values, damage public reputation, scare away donors, and, most importantly, detract from the mission. Outside support for managing the transition is financially out of reach for many nonprofits.

Designed as a do-it-yourself guide, the easy-to-follow 65-page toolkit will walk you and your board through the four phases of executive transitions management

Instant Access

This is an electronic publication, so after placing your order, you’ll receive an email confirmation with instructions to view and download the toolkit and all of the accompanying samples and templates.

Fee
$79 (HANO Members)/$149 (Non-Members)
Purchase the Toolkit

HANO’s Mission-Driven Executive Transitions Toolkit can help.

This easy-to-use toolkit, designed for small to mid-sized organizations, will help you avoid common pitfalls and design a values-aligned, mission-driven leadership transition process.  Designed as a do-it-yourself guide, the easy-to-follow 65-page toolkit will walk you and your board through the four phases of executive transitions management: 

  • Prepare: Sharpening strategic direction and assessing strengths, opportunities, risks and values.
  • Search: Conducting a values-aligned process to identify and hiring new leadership, while also stabilizing the organization in preparation for a new leader.
  • Thrive: Building trust and mutual accountability to support the new leader get off to a good start and help the organization and community to embrace new leadership.
  • Reflect: Capturing learnings from the completed transition to prepare the organization for future ones, as a healthy part of the cycle of mission sustainability.

Succession Planning is an ongoing, continuous planning process that builds organizational infrastructure and clarifies current and future strategy. It is designed to prepare an organization for transitions at any time they occur.

Executive Transitions are time-bound events that begin when the current leader/executive announces his/her intention to leave (or is removed), and end once new leader has been on-boarded, oriented, and has begun leading the organization.

Each section of the toolkit includes:
  • guiding questions
  • a checklist of tasks
  • a list of the templates and samples included in your toolkit
  • details and tips for each step on the checklist
  • key decision-points and potential pitfalls

If you have questions about or need support with succession planning or executive transition, HANO is a resource. Please contact Jennifer Cornish Creed at jcreed@hano-hawaii.org for more information.