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Succession Planning

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  • 30 days
I help mission-driven organizations shape the future by strengthening their leadership, aligning their talent strategies, and developing the people who will carry the mission forward. 

With a career spanning Fortune 500 companies and fast-growth environments, I bring deep expertise in leadership development and organizational effectiveness to the nonprofit sector. Whether guiding executives through transformational change, building scalable learning programs, or coaching new managers to lead with clarity and confidence, I focus on equipping people at all levels to deliver meaningful results. 

My approach is grounded in strategy, fueled by curiosity, and tailored to the unique needs of each organization. I understand that nonprofits face complex challenges - limited resources, growing demands, and a need to do more with less. That's why I design practical, high-impact solutions that unlock leadership potential, build internal capability, and support long-term sustainability. 

I'm especially passionate about helping organizations: 
  • Build leadership pipelines that reflect the diversity and values of their communities. 
  • Design learning experiences that foster resilience, inclusion, and impact. 
  • Strengthen team dynamics and organizational culture through thoughtful talent strategies. 
Whether you need a thought partner, a facilitator, or someone to roll up their sleeves and deliver, I'll meet you where you are and help take your people and mission to the next level. 

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Job Description

Planning for the future doesn't have to be overwhelming. I help nonprofit organizations build thoughtful, sustainable succession plans, whether you're preparing for leadership transitions, board turnover, or future staffing needs. Together we'll clarify

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FAQ

We are a small nonprofit - do we really need a formal succession plan?

Absolutely. Smaller organizations are often more vulnerable to leadership transitions. I tailor the process to your size and resources, ensuring it's both useful and manageable.

Will you help us identify who should be in our succession plan?

Yes. I'll guide you through identifying critical roles and potential successors, and help you define the criteria and developmental paths needed to prepare future leaders.

Is this a one-time project or an ongoing service?

It can be either. Some clients need a one-time engagement to build a foundational plan, while others want continued support to embed succession planning into annual performance cycles.

What kind of templates do you provide?

You'll receive easy-to-use templates to map roles, identify successors, and track development plans. These are designed for practical use and can be adapted for your evolving needs.

We've never done this before; will you train our team on how to keep the plan alive?

Yes. I include coaching throughout the project to help your team build the mindset and routines to maintain succession planning as a living process, not just a binder on a shelf.

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