Executive Director Transition Timeline Template

Organizations are constantly managing change. One of the bigger changes in an organization’s lifecycle is a transition of leadership. These types of transitions require the Board and staff to thoughtfully and collaboratively plan for both letting go and starting a new beginning.

TREC believes there are a few key steps and considerations that might support a smoother transition. This timeline template outlines roles, responsibilities, deadlines, considerations, and opportunities found throughout the process. It’s designed for both an Executive Director who is considering leaving but hasn’t announced it yet, as well as for Boards and leaders who have already begun planning for a leadership transition.

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Contact: Bruce Passmore, TREC

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