Transitions in Leadership

A board’s most important job is to set up an organization to succeed through its executive director.

This toolkit will guide boards though all the major transitions that they face with Executive Directors. The first section contains a comprehensive review of conducting a successful hiring process, including resources and templates to assist in the process. In the second section, you’ll find information and tips to engage and acclimate your new executive director to their new role and organization. The final chapter brings us full circle and reviews the challenges that arise when EDs transition from an organization, either by choice or by the decision of the board.

Toolkit Resources

The Executive Director Hiring Process

Hiring an executive director is one of the most important tasks a board will ever undertake. If you are a board member or chair with little hiring experience, you are in good company. We’ve created this guide to support board members at any level of hiring experience.

Working with a New Executive Director

The first 100 days of a new executive directors tenure is crucial. The board must work closely with the new ED to set them up to succeed. This section of TREC’s Transition in Leadership will inform boards and EDs how to create a smoothe transition of leadership.

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.  

How to Conduct an Organizational Assessment

A brief tutorial that will guide you through a step-by-step self-assessment of your organization. Walk through key indicators of organizational health and learn what to strive for in each. Follow along while you complete TREC's Organizational Effectiveness Self-Assessment.

Background Image: American Rivers | Scott Bosse