The purpose of this exercise is to raise your board’s awareness of the need to prepare for a sudden departure or unavailability of a key leader. It should also give you a good start in identifying your current leader’s abilities that are critical to the operation of your organization.
This exercise is in two parts.
• Part 1 is designed for your board members to complete:
Make and distribute a copy of the handout to each board member at your next board meeting. Take 10 minutes and ask the board to thoughtfully answer the questions.
• Part 2 is for your key leader(s):
Distribute the questionnaire to your key leader(s) and ask that it be completed within two weeks. Although this could take a significant amount of time, ask them to try to complete it in less than an hour with short answers. At a later point this can be expanded upon.
– OR –
Have one of your board members sit down with your key leader(s) and fill out the form together.
After both parts are complete, ask someone to compile and summarize the information for each question. Then, bring the summary back to a board meeting. This should be a good starting point in developing an Emergency Succession Plan. It may be an excellent project for a committee.