Succession Plan

Instructions

My Rising Leaders team of two other team members have been assigned the project t to
complete a succession plan for a local not for a local not-for-profit organization. The agency’s
Executive Director will be retiring in 2021 and they need to put in to place a succession plan that
will include information for them to follow leading up to her departure and for after she has
departed. There are 12 different sections which we have divided up into 4 parts per team
member.
For more information about the agency, please visit their website at www.namipbc.org
The board is looking for someone that is very familiar with mental health and one who is
knowledgeable in financial planning and budget. And someone passionate about the agency’s
Mission and Vision.

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