In our work with Boards, CEOs and Executive Teams across health, housing, and community services, one thing is clear: succession planning often gets delayed until a crisis hits.
But the most resilient organisations don’t just prepare for transitions, they plan for leadership continuity, culture retention, and future growth.
Why succession planning matters more than ever:
Prevents leadership gaps that can derail strategy or interrupt service delivery, especially in lean, high-impact NFPs
Preserves culture and relationships, which are often person-dependent in values-driven organisations
Attracts and retains top talent—staff are more engaged when they see clear development pathways
Boosts board and funder confidence, demonstrating strategic foresight and organisational maturity
Minimises recruitment costs and downtime by proactively developing internal talent pools
How to build a succession plan in 6 clear steps:
1. Define your critical roles
These are the positions that would cause major disruption if suddenly vacant (e.g., CEO, Clinical Director, Operations Manager, CFO).
Ask: “If this person left today, what would break?”
2. Conduct a risk & readiness assessment
Assess each key role for vacancy risk (likelihood of departure in next 12–24 months) and bench strength (whether someone is ready to step in, now or with support).
Use a traffic light system to map risks and highlight gaps.
3. Evaluate and develop internal talent
Identify potential successors and emerging leaders.
Consider stretch assignments, secondments, mentoring, or external coaching.
Ensure equity by making development accessible across teams and locations.
4. Document knowledge transfer plans
Capture institutional knowledge via handover documents, job shadowing, or SOPs.
Include key contacts, processes, risks, and cultural nuances.
This is especially important in community-led or culturally specific programs.
5. Align succession with broader workforce strategy
Use performance reviews to inform development plans.
Ensure your recruitment, retention, and leadership programs support long-term planning.
6. Review annually and after every key exit or appointment
A good succession plan evolves with your organisation’s goals, team structure, and external context.
Build it into your annual strategic and workforce planning cycle.
Additional tips for success:
Be transparent where appropriate – let high-potential staff know they’re being invested in (but avoid promising specific roles).
Don’t forget unplanned absences – plan for temporary coverage of key roles (e.g., secondments, acting appointments).
Consider both emergency & long-term planning – build “if-the-bus-hits” contingency plans and 3–5 year leadership development pathways.
Factor in diversity – ensure your succession pipeline is inclusive and reflective of your community.
Board succession matters too – stagger terms, conduct skills audits, and regularly seek out diverse future directors.
At Be Executive, we support organisations to not only recruit senior leaders but to build sustainable leadership pipelines from within. Whether you’re preparing for a planned transition or future-proofing your structure, we’re here to help.
Want to get started?
We can support your team with board workshops, succession mapping, and executive search services tailored to the social impact sector.
Let’s ensure your organisation is ready for what’s next, not just reactive, but resilient.
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