Resources

Writing an Outgoing ED Transition Memo

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 […]

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Developing a Working Agreement and Benchmarks with a New ED

This tool offers ideas about establishing a working agreement and success benchmarks between a new executive director and an organization’s board of directors.  The tool is drawn from RoadMap and Strategies for Social Change’s Leadership Transition Toolkit and may be used to establish goals for the new ED’s work in areas of fundraising, strategic planning, […]

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Developing a Transition Budget

This tool, taken from RoadMap and Strategies for Social Change’s Leadership Transition Toolkit, helps organizations consider the costs associated with embarking on a leadership transition process.  The tool provides a sample upon which an organization may base its own budgeting process.

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Developing a Leadership Profile

This tool, taken from RoadMap and Strategies for Social Change’s Leadership Transition Toolkit, is meant to help groups consider the qualities they seek in a new executive director.  This list of ideas may encourage groups in their own brainstorming.

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360 Degree Leadership Evaluation Tool

Drawn from RoadMap and Strategies for Social Change’s Leadership Transition Toolkit, this tool may be used at the end of a new executive director’s transition period to evaluate their performance during the first year in the position.

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