Get Executive Succession Essentials - Don Tebbe

This guide provides a comprehensive overview of filling out the Executive Succession Essentials document created by Don Tebbe. It outlines the crucial steps for ensuring leadership continuity through effective succession planning.

Follow the steps to complete the Executive Succession Essentials form online.

1. Use the ‘Get Form’ button to access the Executive Succession Essentials document and open it in your editor.
2. Ensure your board authorizes the succession planning project by obtaining their official approval before proceeding.
3. Organize a small team to collaborate on creating the succession policy and emergency backup plan, involving both board members and key staff.
4. Gather necessary supporting documents, including current job descriptions and strategic plans, to inform your planning.
5. Review and update the job description relevant to each position for which a backup plan is being created.
6. Follow Template #1 to draft the Executive Succession Policy, ensuring to adapt content to align with your organization’s values and practices.
7. Develop the Emergency Backup Plan using Template #2, providing detailed roles, responsibilities, and procedures for unexpected absences.
8. Review the drafted documents with your planning team for feedback and necessary revisions.
9. Present the finalized documents to the board for approval, facilitating a discussion about the organization’s leadership needs.
10. Once approved, implement the plans and schedule annual reviews to keep the documents up to date.

Complete your Executive Succession Essentials document online today to enhance your organization's leadership continuity.