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Writing an Outgoing ED Transition Memo

Author: RoadMap and Strategies for Social Change
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This worksheet helps an outgoing executive director craft a transition memo in preparation for a new person coming into the position.  The worksheet encourages the outgoing ED to assess the state of the organization’s infrastructure and work toward its vision as well as to make recommendations for the coming year.

Drawn from RoadMap and Strategies for Social Change’s Leadership Transition Toolkit, this worksheet may be adapted to meet a specific organization or ED’s needs.