Because Leadership Change Shouldn’t Derail Your Mission
Leadership transitions are inevitable—but chaos, confusion, and mission drift don't have to be. I created the
Strategic Succession: Leadership Change With Confidence
series to give nonprofit leaders and boards a clear, actionable framework for navigating leadership change with purpose, not panic.
Whether you're preparing for a planned transition, responding to an unexpected shift, or just trying to future-proof your organization, this 9-session series breaks it all down—step-by-step.
A proven framework to guide your board and team through transition
Tools to protect funding, stakeholder trust, and operational continuity
Clarity around roles, timing, and communication
Confidence in your plan—and your people—to lead forward
Summary: Planning a leadership transition doesn’t have to mean uncertainty. This downloadable workbook gives nonprofit boards and executives a proven framework to confidently navigate leadership changes while preserving mission, momentum, and money.
Inside, you’ll find:
A 10-part roadmap guiding you through every stage of a successful succession
Step-by-step checklists, discussion prompts, and action plans
Worksheets designed for real-time board engagement and team alignment
Tips to reduce risk, boost stakeholder confidence, and avoid costly missteps
Whether you’re preparing for an upcoming transition or want to future-proof your organization, this workbook is your go-to toolkit for doing it with strategy—not stress.
What You Get: ✔️ Immediate PDF download upon purchase ✔️ 85+ pages of board-ready content, including fillable worksheets ✔️ Bonus: Free implementation checklist ✔️ Designed for use with or without coaching support
Who It’s For: ✔️ Nonprofit Executive Directors & CEOs ✔️ Board Members & Governance Committees ✔️ Interim Leaders & Transition Teams ✔️ Consultants supporting nonprofit growth & continuity
Price: 💡 One-time purchase. No subscription required. 🛠 Want deeper support? Upgrade to the full Strategic Succession Webinar Series or schedule a strategy call.
Jodee O’Brien is a recognized expert in leadership transitions, nonprofit governance, and organizational strategy. As an owner of AJO Solutions, Coach2Profits and Coaching FFS, LLC, dba ActionCOACH Central Texas. She has dedicated her career to guiding organizations through complex leadership changes while ensuring stability, growth, and long-term impact.
With a proven track record in nonprofit and business leadership, Jodee specializes in helping organizations streamline operations, enhance financial resilience, and navigate executive transitions with confidence. She understands that leadership changes—whether planned or unexpected—can either disrupt an organization or serve as a catalyst for transformation. Through strategic planning, operational restructuring, and leadership alignment, she ensures that transitions strengthen an organization rather than weaken it.
Jodee’s approach goes beyond traditional consulting—she delivers real solutions, not just recommendations. From purchasing her workbook as a guide to the done-for-you execution services, Jodee provides hands-on support for organizations that need immediate, results-driven action. Whether preparing a nonprofit board for succession, helping a founder transition their business into a saleable asset, or guiding an organization through an executive departure, she ensures seamless, mission-driven leadership transitions.
Jodee’s mission is clear:To equip leaders and organizations with the strategies, structure, and support they need to navigate change successfully—turning leadership transitions into opportunities for lasting success.