CEO Transition Readiness Checklist
Assess your organization's preparedness for a CEO transition using this comprehensive checklist and readiness assessment.
Checklist
Confirm interim authority and decision-making.
Confirm interim authority and decision-making.
Secure critical access and organizational information.
Secure critical access and organizational information.
Communicate with staff quickly and clearly.
Communicate with staff quickly and clearly.
Establish a Board communication plan.
Establish a Board communication plan.
Identify time-sensitive obligations.
Identify time-sensitive obligations.
Assess staff capacity and immediate workload.
Assess staff capacity and immediate workload.
Review financial controls and signing authority.
Review financial controls and signing authority.
Protect institutional knowledge and relationships.
Protect institutional knowledge and relationships.
Define what the association needs before launching a search.
Define what the association needs before launching a search.
Clarify the Board's role in the search.
Clarify the Board's role in the search.
Prepare for onboarding before the new CEO arrives.
Prepare for onboarding before the new CEO arrives.
Plan the handoff from transition support to the new CEO.
Plan the handoff from transition support to the new CEO.
Readiness Assessment Questions
Do we know who is responsible for executive decisions today?
*
YES
NOT YET
Can the association continue critical operations without interruption?
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YES
NOT YET
Have we communicated clearly with staff and key stakeholders?
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YES
NOT YET
Are we defining what the association needs next - not simply replacing a person?
*
YES
NOT YET
Do we have a realistic transition, search and onboarding plan?
*
YES
NOT YET
Submit Checklist
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