TransitionGuides

Prepare, Pivot & Thrive - Succession, Strategy, Sustainability & Search

Transition Tips for Arriving Executives - Nonprofit Executive Search, Succession, and Planning

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Things often aren’t as they appear. There may be some surprises - about resources, staff, commitments, board dynamics, and relationships. Your biggest challenge in the first months is making relationship building a priority while addressing whatever critical organizational issues need attention. This is your time to get to know the organization and build the relationships you need to succeed. Here are some suggestions on how to do that:

  • Before you start the job (or in your first week), ask to see the bylaws, current financial statements, board roster and minutes, staff roster and resumes, previous two years’ audits, and a summary of contractual obligations and funding commitments.
  • Clarify the board’s expectations of results.
  • Make meeting with staff, board, and key stakeholders a priority. Ask for their guidance on people to meet and their assistance in making introductions.
  • Ask the board for a written work plan of your priorities for the first three months. Initiate a process of written work plans for the board to use in evaluating your performance.
  • Insist on a three-month informal check-in and a six-month review of your performance. Ask for feedback on an ongoing basis.
  • Build an effective executive-board relationship as if your job depends on it. It does!
  • Work to create a safe place for yourself and others to learn. Admit what you don’t know, and ask for support for your orientation and professional development needs.
  • Find a mentor with no agenda other than to help you process what’s going on and succeed at your new job.


News

    BIG NEWS...
    TransitionGuides has transitioned! 

      
    

 


As of January 2, 2014, we have joined Raffa PC

CLICK HERE to see what Raffa PC has to offer!

 This change allows us to continue to offer and further develop our search, sustainability, succession, and transition services and to offer a broader range of services. Our team, our work, and our commitment to outstanding service remain the same. For more information contact Karen Schuler regarding CEO and Senior Executive Search (kschuler@raffa.com) and Tom Adams regarding Sustainability, Succession & Transition Planning Services (tadams@raffa.com) For now you can continue to access the TransitionGuides website at www.transitionguides.com.

Please visit the Raffa website at www.raffa.com  to learn about the comprehensive services and benefits offered to the nonprofit community.

From the practical back office solutions that keep organizations compliant, effective and efficient to the deeper strategies that create sustainability, Raffa provides the financial and management expertise as well as accounting, consulting, and technology services that help organizations deliver on their promise to the community. Experience the Raffa culture of corporate citizenship and community commitment, and learn how passion for professional excellence and for making a difference merge for the better good.
While you are there, sign up for the Raffa newsletter to receive our timely articles and learn about the firm’s free Learning Community events.

 From the practical back office solutions that keep organizations compliant, effective and efficient to the deeper strategies that create sustainability, Raffa provides the financial and management expertise as well as accounting, consulting, and technology services that help organizations deliver on their promise to the community. Experience the Raffa culture of corporate citizenship and community commitment, and learn how passion for professional excellence and for making a difference merge for the better good.  

While you are there, sign up for the Raffa newsletter to receive our timely articles and learn about the firm’s free Learning Community events.