Executive Transition Consulting

Assess – Align – Achieve

Build on your organization’s success and valued resources

As a member of a non-profit Board of Directors, you may find yourself, at some point searching for new leadership

Or, perhaps a new leader has been hired for the organization

The impact during this transition period can be challenging both for the organization and new leader

Each function in the organization is involved in the transition from where you are… to where you want to go.

Organizational impact during a transition

Since 2000, the Annie E. Casey Foundation has supported pioneering research to understand the potential scope of executive leadership transitions in the nonprofit sector, and identify and develop promising practices for assisting nonprofits in successfully managing these transitions

The research is also exploring the Foundation’s role in assisting grantees to move successfully through the organizational challenges of leadership transition

Conducted during the last decade, this research highlights the risks of failed or unsuccessful transitions, noting that poorly managed executive transitions incur high costs to organizations and communities.

For example, too frequently there is repeat executive turnover and extended periods of under-performance

In extreme circumstances organizations go out of business, leaving a wake of broken commitments and financial entanglements

This research also indicates that most transitions (as many as 60%) are “non-routine” and occur due to an organizational crisis or the departure of a founder or visionary leader

In addition, this research identifies other issues associated with executive transitions

For example, Daring to Lead, a research report by CompassPoint done in 2001, discovered that 35% of executives plan to leave their jobs within two years and that nearly two-thirds of executives are in the top position for the first time

Most disturbingly, the study found that fewer than half plan to take on another executive director position

The existing research and direct work with over 200 nonprofits during executive transitions over the last three years confirms that a growing number of executive transitions are inevitable, and that there are many pitfalls as well as opportunities ahead.Source: Helen Bader Institute for Non-profit Management at the University of Wisconsin, Non-profit Executive Leadership and Transitions Survey, 2004

Transition Consulting

How we can help A leadership transition is the ideal time to

assess the strengths and weaknesses of your nonprofit organization

PRISM advisors can establish a process that works closely with your Board of Directors to assess, align the organization to the mission and make recommendations for improvement

We help create a plan for the new leader to implement the first day on the job

Transition Consulting

A Process

Transition Consulting

Assessment

Transition Consulting

Align Vision & Mission

Transition Consulting

Plan Transition

Transition Consulting

Support & Coaching

Transition Consulting

Sample Deliverables

Current State Assessment Future State Assessment

Improvement Opportunities Recommended Action Plans

A Plan for Executive Transition =

SUCCESS Expected benefits include…

Investment

The following outlines the cost for our services and associated fees:

Initial consultation and project scope development: $500

If utilized individually, the cost is by phase:

Assessment phase 1 $1,200

Align/Mission phase 2 $1,500

Plan transition phase 3 $1,500

Support/Coaching phase 4 $1,750 min. ($100/hr)according to Executive Director’s development needs as assessed by the Board

If you utilize our services in a package arrangement the cost will be a flat fee of $3,500 for phases 1-3, and $1,500 minimum for phase 4.

PRISM advisors9135 Polk St.

Omaha, NE 68127(402) 968-8852

ljrichards@prism-advisors.com

jprichards@prism-advisors.com

http://www.prism-advisors.com