A self-assessment tool for nonprofit boards and executive teams to gauge preparedness for an upcoming leadership change. Rates readiness across 10 key categories from strategic planning to financial preparedness.
Page 19 in digital workbook
Use this worksheet to visualize and analyze your board’s skills, diversity, connectivity, and fundraising capacity. A vital resource for identifying board gaps before and during leadership transitions.
Page 34 in digital workbook
Clarify current staffing & volunteer structures with this editable organizational chart template. Highlight leadership gaps and ensure the right people are in the right roles.
Page 17 in digital workbook
Secure your systems with this comprehensive worksheet to track key platform access, credentials, MFA status, and administrative ownership—before leadership changes hands.
Page 84 in digital workbook
Secure your systems with this comprehensive worksheet to track key platform access, credentials, MFA status, and administrative ownership—before leadership changes hands.
Page 73 in digital workbook
A step-by-step planning tool covering all critical tasks from pre-announcement to post-transition review. Assign responsibilities and deadlines to ensure nothing falls through the cracks.
Page 10 in digital workbook