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.

Download Resource

Document Previews

ED Transition Timeline Template Preview

Sorry, this browser does not support PDFs previews. Please download the PDF above instead.

Contact: Bruce Passmore, TREC

Background Image: Raincoast Conservation Foundation | Jamen Rhodes

Can you help TREC improve our website with a 2-minute survey?

Start Survey