Leadership Guide Newsletter from TransitionGuides
In This Issue
Interviews of Chief Executives Who Successfully Transitioned
Founders and Founder Transitions - Book Excerpt
Leadership Opportunities
Upcoming Events
Resources
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June 2010
TopGreetings!

Welcome to the June, 2010 issue of the Leadership Guide.  We hope you find this issue useful and will forward it to others who may benefit from the ideas, lessons, and stories. As always, we value your feedback and comments. Let us know what topics you would like to read about or personal experiences and insights gained through your work that we could feature in a future issue. Please contact Melody Thomas-Scott at mthomasscott@transitionguides.com
 
Interviews of Chief Executives Who Successfully Transitioned

Hear from Nonprofit Leaders who put "Success" in Succession  
 
TransitionGuides conducted interviews with founding executives and executives succeeding founders to hear their experiences with transitioning from their organizations. We discussed their personal and organizational considerations. They are all past participants of the Next Steps workshop which they attribute to the foundation of their success, having the opportunity to talk with peers in a panel and in small cohort discussions, learning best practices and going back to their organizations with the tools they needed to move on and leave their organizations thriving!

Carol Marsh, Former Founding Executive Director
Miriam's House

Carol Marsh HeadshotI was hired in December, 1992 by Joseph House but they wanted to do something for women, which led to the founding of Miriam's House which opened in February, 1996. As the founder, I wore a lot of hats that weren't included in my job description and there was no procedure outlined as to all of the things I routinely did. So, when I became ill and realized I was unable to lead my organization any longer, I didn't have the luxury of planning my transition in the ideal 12-18 months nor did I have reserve funds available. This caused us to have to do the best we could. Thankfully, I had attended a leadership course where I learned how to plan for my succession and create policies and procedures. I also attended the Next Steps workshop where I learned best practices and was given valuable tools to actually write my own customized succession plan. As a founder living at Miriam's House with my husband, our transition was unlike many others as I would not only leave my role but also my residence!

Personal and Organizational Transition:  Personally, succession planning has always been a part of my thinking from the day I started. I let go of the typical founder's "this is my baby" ideas, and have always created a structure within the organization to support itself without me by building internal staff to function accordingly. Having a really good relationship with my board helped them to embrace my transition without being frightened and in denial. Organizationally, with the limited transition time due to my illness, it would have been advantageous for us to have had reserve finances in place to support transition consulting rather than having to do it ourselves. This put a huge strain on the organization. Also, if I were more intentional on my "hidden tasks," I could have better distributed these among the staff, preventing the "Carol, used to do that" scenarios that the staff had to resolve among themselves after my departure.

Peer Advice: I believe the best tribute to your leadership is the organization that can not only survive but thrive even though you leave. Founder egos suggesting that the organization cannot exist without them and the feelings of being needed and wanted have to be put aside. We have to be able to be honest and step out of the way and look at what we built and co-created with others in the organization. There's a huge self care component requiring founders to step back, reflect on themselves, allow time for natural grieving and then get on with what's next in life.

Repa Mekah, Former Founding Successor Executive Director
Freeport West (Freeport)

RepaMekhaHeadshotI succeeded a 12-year founding Executive Director, but I was a Program Manager that moved my way up through Freeport by displaying leadership in managing and presenting outcomes to the Board. Although a search was conducted, the board knew my leadership style and strong connection with Freeport and with the community, and hired me as the new Executive Director. After a few years, I began feeling like I wasn't growing professionally anymore, so I realized it was time for me to move on. At that time, my board was more family than functional. I held board retreats at board members' homes to subtly create committees, committee chairs and inevitably a functional board that could accept, handle and manage my transition while moving the organization in a forward direction with vision and goals.

Personal and Organizational Transition:  Personally, I had to work through the guilt of abandoning Freeport and feeling selfish when talking about leaving. The Next Steps workshop gave me the space to explore what I accomplished, what I needed to start and either finish or let others finish, and what I shouldn't touch during my transition. Organizationally, we understood Freeport didn't belong to one individual but its ownership spanned across the board and sectors within Freeport.The successes of everyone made Freeport successful and we made a practice of acknowledging individual successes.

Peer Advice: When you think it's time for you to go, you may have to convince the board and the staff that it's time to let you go. Help them realize that in order for the organization to move forward, you have to get out of its way. Attend courses that help locate yourself like the Next Steps workshop which helped me take a step back to see that I didn't decide to leave but I'd been unknowingly preparing for my transition all along. The Shannon Institute for Leadership Renewal helped to create balance in my life and gave me permission to let go of the organization without the guilt.

Shelley Geballe, Former Co-Founding President
Connecticut Voices for Children (Voices)

Shelley Geballe Headshot I co-founded Voices with four women and served as President for 13 years. I attended the Next Steps workshop and came back having a better sense of what I needed to do. My car accident kept me home for ten weeks. I realized I had become worn down doing fundraising and thought it was time for a change since I was no longer having fun. Voices was ready for new leadership with new ideas. I gave myself a couple of months to make my decision and received coaching to help me live with my decision. With much consideration, I stayed with Voices working from home as a senior fellow. My continuing role with the new executive was reassuring to our funders. I was given this helpful analogy to deal with my new role by becoming the "grandma" and no longer the "mother" to Voices to allow the new executive to take on the growth and development of Voices.

Personal and Organizational Transition:  Personally, it was hard emotionally to pack up and move out of the office. I missed the staff. Organizationally, the board underestimated how much work was involved, and the effects of the economy had a direct impact on Voices, but the board was very active in the process.

Peer Advice: During the time of transition, your emotions can get complicated. Have quiet time to think deeply about leaving and once you decide, don't look back. It reduces uncertainty in the organization and reaffirms your transition. It is helpful to have someone outside the organization to talk to - get a coach and attend the Next Steps workshop.


Founders and Founder Transitions
Excerpts from The Nonprofit Leadership and Transition Guide
An Essential Guide for Nonprofit Leaders and Organizations

From the first idea, money raised and board member recruited, the founder's life and leadership role grows and becomes more complex and challenging. The board and staff roles also grow more complex. Even if you are not a founder or are not dealing with a founder, the odds are you are part of an organization where the founder's beliefs, values, and practices still have an impact, for better or for worse.See page 57.

Challenges for the founder and the board include:
  • The organization and the founders identity become one.
  • Founders are often ambivalent and conflicted about when to leave their executive position and what, if any, ongoing role to have in the organization.
  • What are other challenges? See page 61.
Some forward-thinking founders begin preparing for the founder transition:
  1. Early in the organization's life.
  2. Serve for fifteen or twenty years and use the last three to five years to prepare the organization.
  3. Which approach works? See page 62.
When preparing for transition, founders and their organizations have a number of factors to consider. These include:
  • How long the founder has been with the organization.
  • Nearing the point of "overstaying" or holding the organization back.
  • Other factors to consider? See page 65.
Nine actions which, if taken by founders and Boards of founder-led organizations, will reduce the trauma of founder transition and better prepare the organization. See pages 67-71.

Five steps someone following a founder should consider taking. See pages 72-73.
 
The Nonprofit Leadership and Transition Guide:  Proven Paths for Leaders and Organizations (The Nonprofit Leadership Guide) is the TA Bookfirst practical guide that inspires, informs, offers ready-to-use tools, and utilizes successful Fortune 500 talent management methods and relates them to all sizes and types of nonprofit organizations. From succession planning, the power of emotions, executive transitions, and founder's syndrome to the "ugly truths," The Nonprofit Leadership Guide addresses the critical challenges and potential opportunities inherent in leadership development and change.

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Leadership Opportunities
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Upcoming Events
                                    NeighborWorks America Logo
NeighborWorks America hosts a webinar for members
Facilitated by Tom Adams
 
Succession and Sustainability: Why Leading Organizations Pay Attention to Both (June 28, 2010 at 3:00pm, ET)





TransitionGuides hosts events for Founders and Long-Term Chief Executives

Next Steps Workshop: Succession and Sustainability Planning
Washington, DC (September 13-14, 2010)


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Resources
 
The Nonprofit Leadership Transition and Development Guide: Proven Paths for Leaders and Organizations, by Tom Adams
Available from TransitionGuides

Chief Executive Transitions:
How to Hire and Support a Nonprofit CEO
, by Don Tebbe
Available from BoardSource

Founder Transitions:
Creating Good Endings and New Beginnings
, by Tom Adams
Available from TransitionGuides

Building Leaderful Organizations:
Succession Planning for Nonprofits
, By Tim Wolfred
Available from TransitionGuides

Managing Executive Transitions:
A Guide for Nonprofits
, by Tim Wolfred
Available from CompassPoint

TransitionGuides is a consulting firm committed to leadership excellence. Our team of experienced and knowledgeable consultants helps find, support, and guide nonprofit leaders to build and sustain effective, vital organizations. Since 1995, TransitionGuides team has led over 400 executive search, transition, succession and sustainability projects for nonprofits across the country. Clients include local and national nonprofits, foundations, associations, and select government agencies. TransitionGuides offers the wisdom and experience leading organizations need to identify and harness the power of change.




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