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Strategic Succession: Leadership Change With Confidence

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.

When you join me, you’ll walk away with:

  • 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

MORE ABOUT US

At AJO Solutions, we don’t just consult — we co-create bold transitions with purpose.

We’ve walked in your shoes — leading teams, building businesses from the ground up, turning around struggling organizations, and planning for what comes next. That’s why we bring more than advice — we bring action. Whether you're planning for a new executive, restructuring for sustainability, or facing a sudden leadership gap, we step in with a plan, a process, and a purpose.

OUR SERVICES

High Quality Services

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Do It Yourself - Buy the Workbook

Explain any group coaching programs or workshops you offer. Provide information about the topics covered, the format (online or in-person), and the benefits of learning and growing alongside others in a supportive group setting.

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Join Our 9 Session Series!

We become your accountability partner and guidance as you and your team walk through the process of creating a Strategic Succession in your leadership.

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.

$29.97
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Group Think: The workbook & Once A Month Group Coaching

You may not have the budget to have the 1:1 contact with the coach. This program not only provides monthly accountability, it provides you with a group session to learn from others in the same situation as yourself. Who knows, you may connect with a professional colleague.

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We Do It For You! Workbook executed for you

As your Strategic Succession Expert, we join your team by providing all of the support and implementation of creating that succession plan that works best for your organization. We guide you in determining who/how you will appoint the interim CEO and/or work with your current CEO as they transition out. Each plan is individually create to fit your needs. This is a 3-6 month committment.

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Leadership Transition Specialist | Nonprofit Strategy Expert | Business Growth Coach

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.