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Communication Checklist for ED Transition

This communications checklist will help your organization communicate effectively during an executive director transition.

Creating a Feedback-Rich Culture

Feedback isn’t about “once-and-done.” An effective organization strives to create a feedback-rich culture which takes both organizational systems and leadership behaviors that are applied consistently over time. Systems support and sustain behaviors. Behaviors bring systems to life. Use this list to see where your organizations thrive and identify where you might need to focus on improving.

Emergency Executive Director Succession and Contingency Planning & Template

COVID-19 has spotlighted the need for organizations to develop emergency succession plans. This resource provides a roadmap and Emergency ED Succession Plan Template to create a plan for your organization.

Executive Director Hiring Checklist

We’ve created these overview checklists to support board members and hiring committees in the hiring process. We encourage you to use these in conjunction with TREC’s Transitions in Leadership toolkit.

Executive Director Personal Statement

When an Executive Director leaves an organization, the ED and Board need to inform their membership and stakeholders with a departing statement. TREC offers this sample for EDs and Boards alike to consider their own statements.  

Executive Director Turnover, Resignation, and Termination

Turnover is inevitable, at all levels and for different reasons from retirement, job changes, and termination. Organizations and boards need to be prepared to handle any turnover, especially at the senior level.

Individual Development Plan | Sample

Individual Development Plans are a crucial tool to support employee growth and learning, which leads to greater personal effectiveness and fulfillment. A Development Plan is different from annual job goals though it ideally would complement a workplan and can be done at the same time – or even included as part of the Annual Plan. This template can be adapted to fit your organization’s needs.

Leveraging Coaching Skills for People Development

Managers who want to support the development and growth of their staff can benefit from some helpful perspectives, approaches, and skills from the field of coaching that are described in this resource. While managers/supervisors should not present or see themselves as formal “coaches” they can be more “coach-like” where appropriate.

Managing Mood, Energy, and Focus

Our emotional state impacts both ourselves and others around us through a complex set of largely unconscious, primal biology-driven signals. Both our emotions and moods impact other people, though in different ways. Because moods are a longer-term phenomenon, their impact can have more power. This article lays out strategies for managing mood contagion–a critical leadership skill.

Skillfully Navigating Challenging Conversations

Effective communication and feedback is vital to creating positive and authentic relationships with colleagues, staff, and those you collaborate with. TREC’s resource on Skillfully Navigating Challenging Conversations provides recommendations to improve communications for difficult or challenging conversations to create greater clarity and understanding.

Background Image: Raincoast Conservation Foundation | Jamen Rhodes