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Next Steps Workshop
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Early Bird Registration Ends
November 30, 2012
Two-Day Event
Exclusively for Nonprofit
Founders & Long-Term
Executives
Three Vital Tools:
- Sustainability Planning
- Transition Planning
- Succession Planning
Two Tracks:
Executive Preparation &
Organizational Preparation
All to ensure the sustainability of your organization, increase board succession competency and staff resiliency for transition.
January 28-29, 2013
The Meyer Foundation
Washington, DC
Early Registration: $375
(before 11/30/2012)
Registration Fee: $450
Includes: continental breakfast and lunch,
all session materials, a comprehensive resource USB and a complimentary book by either Tom Adams or
Don Tebbe!
 
Seats are Limited
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Testimonials
Next Steps Workshop |
"The workshop stimulated the idea that one can and should intentionally plan for life stage changes, both personally and professionally." Eliot Pfanstiehl, Strathmore
"One of the most important steps an organization can take to insure its long term viability is to develop succession plans. It is a basic building block of governance. TransitionGuides provides a very practical Next Steps workshop to address the succession planning process, and I highly recommend it." Gerald McCarthy, Virginia Environmental Endowment Back to Top |
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Greetings!
Welcome to the September 2012 issue of the Leadership Guide. We hope you find this issue to be very beneficial. Feel free to forward the Leadership Guide 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. Feel free to contact Melody Thomas-Scott at mthomasscott@transitionguides.com.
Enjoy!
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A Tale of Two Transitions
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In our July 2012 issue of the Leadership Guide, we presented some fascinating research on the widespread lack of transition readiness among nonprofits. The good news is that organizations that plan carefully can use transition as a time to invigorate and set a new direction.
This issue of the Leadership Guide presents success stories at two organizations, Penn-Mar Human Services and St. Ambrose Housing Aid Center, two top nonprofits where careful planning for transition has paid off in big ways.
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At Penn-Mar, Sustainability and Succession Planning
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Penn-Mar Human Services provides support services for people with developmental disabilities. Residential options, vocational training, supported employment, individual support, social services, and transportation are offered at multiple sites in northern Baltimore, Carroll and Harford Counties, Maryland, and York County, Pennsylvania.
Keith Peterson, outgoing CEO of Penn-Mar, had been with the organization since 1994, when he became Chief Operating Officer. In 2000, Peterson became CEO and, in subsequent years, helped triple the budget of the organization to fifteen million dollars. Several years ago, Peterson notes that his age and concern for the future of Penn-Mar triggered thoughts of succession planning. He took his concern to Penn-Mar's board, and frank talks began quickly.
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Keith Peterson
Former CEO
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Peterson says the board chose TransitionGuides after a nationwide search. "We were impressed with Tom Adams, and their location and affordability helped us make the decision."
TransitionGuides guided Penn-Mar through succession planning and sustainability planning, with special attention to retaining the positive aspects of Penn-Mar's culture during and after the pending transition. "TransitionGuides unpacked the jobs of our top leaders and developed succession plans. They also assessed the threats that faced us that might affect our capacity to sustain quality." Peterson notes that the board of directors examined its own qualities and future direction during this time.
With the clock ticking towards Peterson's retirement, Penn-Mar needed to search for a successor. The board felt that then-COO Greg Miller, who had been with Penn-Mar for 24 years, was their prime candidate. Peterson notes, "Greg had such strong capacities that the board wanted him as the successor. He has a tremendous amount of institutional knowledge, connections with staff, leadership, funders, consumers, and licensers. His abilities to grow in this position are superb."
To facilitate transition, the board elevated Miller's role to President and Chief Executive Officer, adding TransitionGuides' executive coaching and onboarding procedures. Peterson, meanwhile, would be made a senior policy advisor, assisting in a seamless transfer of key relationships with funders and constituents in preparation for a retirement in 2013.
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Greg Miller
President/CEO
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Greg Miller, the new president, describes the process as smooth and respectful. "The board created an intermediate step, advancing me and allowing me to take on some of the tasks of CEO. This included me taking over our strategic planning process, so the board could get a sense of my vision for the organization."
Read Full Article...
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At St. Ambrose, Succeeding a Legendary Founder
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St. Ambrose, Baltimore's oldest nonprofit housing provider, serves 3,000 low- and moderate - income families each year. The organization was founded in 1968, and until recently had been directed by its founder. TransitionGuides began working with St. Ambrose in 2011 to conduct an executive search and prepare the board for change.
When TransitionGuides first contacted Gerard Joab to recruit him as a candidate to succeed the longtime leader, Joab declined. "I have a 'just say no' policy for following founders," he jokes. "It's usually a sticky thing." However, Joab changed his mind after talking to the board and learning that TransitionGuides was helping the organization prepare. "The incoming executive needs the opportunity to change the organization. I saw the work being done by the board and TransitionGuides to move the organization forward, not merely replace a founder. They were positioning the organization for the future."
 | Gerard Joab
Executive Director |
That preparation convinced Joab, who had previously been with Local Initiatives Support Corporation (LISC) for 17 years, to step into the candidate pool, and he was hired. Joab says the transition has gone well. "TransitionGuides consulted with the board on governance issues. We are bringing new folks onto the board, which energizes the organization. We had terrific people who'd been with us for a long time, but the organization needed adjustments at board and staff levels."
Through his experience at LISC, Joab was familiar with executive transitions and knew what to expect, so extensive coaching was unnecessary. The work that TransitionGuides did with the board was critical, though. "The challenge was that our board had developed a structure that worked comfortably with the founding executive." Board processes, structure, and fundraising approaches needed to be tweaked for the present and future.
Read Full Article...
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Resources to Prepare for Leadership Succession, Development and Transition
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The Nonprofit Leadership Transition and Development Guide, by Tom Adams, shows how intentional leadership development and properly managed leadership transition provide nonprofits with the opportunity to strengthen their capacity and mission impact. Chapter 9, "Many Paths to a Leaderful Organization," shares ways individual leaders, organizations, and board leaders can individually and collectively speed up the positive results of paying attention to leader transitions and development.
Individuals: Invest in personal leader development by working with an executive coach or attending training programs. Consider joining a peer group of other leaders for learning support. Volunteer to serve on a board where you can contribute and network with other leaders or become a coach to someone.
Organizations: Ensure that your mission and goals are clear. Have a succession conversation about the need for written emergency backup plans that identify leadership and invest in leadership development for organizational sustainability. Involve staff, managers, and the board in a conversation to clarify leader competencies for organizational success. Embrace transition as you build systems to support good endings and great beginnings for successors.
Board Leaders: Be a supportive champion for building leaders within the organization for internal promotions and broader bench strength. Make leader development a priority. Provide funds and resources to support leader development and to facilitate sessions and convenings for a "safe environment" that's conducive for open and frank conversations about personal and organizational leader development issues.
Think of the added benefits of becoming more intentional about succession planning, leader development and leader transitions. Individual and collective efforts can make the world more just, caring and sustainable through the amazing innovation, compassion and commitment of nonprofit organizations.
For more information: The Nonprofit Leadership Transition and Development Guide.
To purchase a copy: Amazon.
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| Open Searches |
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Baltimore Alliance for Careers in Healthcare (Baltimore, MD)
 Comprehensive Housing Assistance, Inc. (CHAI) (Baltimore, MD)
 Leadership Montgomery (Rockville, MD)
Maryland Food Bank (Halethorpe, MD)
Executive Vice President
Maternal and Child Health Consortium of Chester County (Chester County, PA)
Chief Executive Officer
 Oregon Food Bank (Portland, OR)
Want to stay current on the latest job opportunities offered by TransitionGuides?
Sign up for our RSS to have the latest opportunities delivered to your Microsoft Outlook or newsfeed reader. * TransitionGuides RSS Feed - Current Searches 
- Clear View School, Briarcliff Manor, NY: Executive Director
- Domestic Violence Center for Howard County, Columbia, MD: Executive Director
- Latino Economic Development Corporation, Washington, DC: Chief Financial Officer
- Maryland Association of Nonprofit Organizations, Baltimore, MD: President/CEO
- Meals on Wheels of Central Maryland, Baltimore, MD: Executive Director
- Mental Health Association of Montgomery County, Rockville, MD: Chief Executive Officer
- National Association of Councils on Developmental Disabilities, Washington, DC: Chief Executive Director
- National Conference on Citizenship, Washington, DC: Executive Director
- National Family Caregivers Association, Washington, DC: Chief Executive Officer
- National Federation of Community Development Credit Unions (Federation), New York, NY: President/CEO
- NeighborImpact, Redmond, OR: Chief Executive Officer
- Nonprofit Roundtable of Greater Washington, Washington, DC: Vice President
- Penn-Mar Human Services, Freeland, MD: Chief Development Officer
- Scranton Area Community Foundation, Scranton, PA: Director and CEO
- Society for International Development, Washington, DC Chapter: Executive Director
- South Dakota Voices for Children, Sioux Falls, SD: Executive Director
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Prepping Your Nonprofit for Your Departure | | |
Upcoming workshops provide confidential support for executives considering transition
Exclusively for nonprofit chief executives, the Next Steps workshop offers a safe and confidential space to explore best practices in organizational sustainability, leadership succession, and chief executive transition.
Next Steps helps you step out of the day-to-day fray and focus on personal, professional, and organizational issues related to your transition and succession planning. These "tough-to-talk-about" topics are skillfully guided by facilitators who are national experts.
TransitionGuides is the national thought leader on nonprofit chief executive succession and transition. Our Next Steps workshop covers three vital tools - Sustainability Planning, Succession Planning, and Executive Transition Management and two tracks - executive professional/personal preparation and organizational preparation. Combined, these ensure the sustainability of your organization and increase board succession competency and staff resiliency for transition.
Next Steps Workshop
January 28-29, 2013
Meyer Foundation
Washington, DC
(For Founders & Long-Term Executives)
To encourage candid discussion, enrollment is limited to 30 participants in each workshop, so it's best to register soon. In the past nine years, over 500 nonprofit chief executives have attended this intensive two-day event. The workshop provides the right place and time for planning, rich discussions among peers, interactive presentations, individual exercises, small group work, and panel discussions.
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| Customized Workshops | |
TransitionGuides provides workshops across the country.
Schedule a workshop for your organization.
Customize a workshop for your members.
Learn about other workshops we offer.
Visit our website or call our
TransitionGuides office (301-439-6635) today!
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Resources
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The Nonprofit Leadership Transition and Development Guide: Proven Paths for Leaders and Organizations
Kindle Edition Also Available!
Chief Executive Transitions: How to Hire and Support a Nonprofit CEO
Founder Transitions: Creating Good Endings and New Beginnings,
by Tom Adams
Building Leaderful Organizations: Succession Planning for Nonprofits
by Tim Wolfred Available from TransitionGuides
Managing Executive Transitions: A Guide for Nonprofits
The Nonprofit Business Plan
by David La Piana
Resilient Leadership by Bob Duggan and Jim Moyer
Available from Buy Books on the Web
The Executive Director's Guide to Thriving as a Nonprofit Leader
by Mim Carlson and Margaret Donohoe
Available from Leadership in TransitionNonprofits: Founder Syndrome
by Bren Monteiro
Available from AmazonWhy Nonprofits Fail: Overcoming Founder's Syndrome, Fundphobia and other Obstacles to Success
by Stephen Block
Succession: Are You Ready?
by Marshall Goldsmith
Available from Amazon
Nonprofit Sustainability: Making Strategic Decisions for Financial Viability
by Jeanne Bell, Jan Masaoka & Steve Zimmerman
Available from Amazon
Nonprofit Risk Management Center Newsletter
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Leadership Guide
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We hope you found 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. Feel free to contact Melody Thomas-Scott at mthomasscott@transitionguides.com.
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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 500 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 that leading organizations need to identify and harness the power of change.
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