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The Emergency Succession Diagnostic.

You know your organization leans hard on one or two people, and you carry a low background dread about it, but you have never laid out exactly where the exposure is or what you would do about it.

This guide finds where the loss of a key person would actually hurt you first, whether that is authority, leadership, knowledge, or the simple fact that nothing is written down, and it hands you an ordered plan so you fix the most dangerous gap first instead of the one that happens to be on your mind. It is a sorting instrument, not the plan itself, and it is not a doom exercise designed to frighten you. It takes about ninety minutes and asks you to imagine, specifically and without flinching, that you or another critical person is simply gone next week. Start here if your worry is about a person the organization cannot run without. If your real trouble is that everyday tasks bottleneck on one person but no single absence is a true emergency, the operations and systems work is the better door. And if your worry is losing a building, a system, or your biggest funder rather than a person, that is resilience and disruption planning.

If you are in an active emergency this month

If a cash or legal crisis is happening right now, handle that first. An emergency plan is preventive work, and preventive work waits for the crisis to pass. Steady the immediate thing, then come back. You can start from the welcome page.

Step 1

Picture what would happen if a key person were suddenly gone

You cannot plan for a loss you have not made concrete. Name the person or people the organization cannot currently run without, for most organizations this is you first, and sometimes one or two others. Then, for each, walk through the first two weeks without them and write down what would actually stop: what could not be signed, what could not be accessed, what decisions would stall, and which relationships would go dark.

Who: you, with the Board Chair for how the board would learn of it and respond. Produces: a concrete picture of what your organization would lose, function by function, if a key person vanished next week. This is your Dependence Picture.

Open the Dependence Picture →
Step 2

Locate where the exposure is worst, and read the board

Place your exposure in the part of the problem that is most dangerous, because that decides which guide you do first. Answer each statement the way it really is. The statements are worded as strengths, so an honest not true is where your gap lives. Most organizations are weak in more than one, and that is normal.

If a key person vanished this month, could your board convene, decide, and appoint someone to lead within the first few days?

Produces: a named, ordered reading of where you are most exposed: authority, leadership, knowledge, or the missing written plan. This scored read is the Emergency Succession Diagnostic.

Step 3

Stress-test it against a real gone-tomorrow scenario

A rating on paper is worth little until you run it against a real scenario. Walk the specific case: you are gone with no notice on a Monday. Ask, hour by hour and then day by day, who is called, who signs, who decides, who leads, and whether the board could meet and act. Where the honest answer is worse than your rating, trust the honest answer. The board-readiness question above is the part leaders most often assume away, so answer it with the Board Chair independently.

Who: you, with the Board Chair answering the board-readiness questions honestly and separately. Produces: your real starting point, not the comfortable one, plus an early read on whether the board could function in the emergency. This is your Gone-Tomorrow Reality Check.

Open the Gone-Tomorrow Reality Check →
Step 4

Prioritize and sequence into your plan

Turn the finding into an ordered plan that names your first guide, the guides that follow, and the pieces you can skip because they are already covered. Sequence by danger: authority and leadership before knowledge, because the first two decide whether the organization can operate and lead at all. Add Write, Adopt, and Maintain the Emergency Plan as the closing guide, because the pieces are not a plan until they are assembled, adopted by the board, and kept current. Give the very first guide a real start date.

Who: you, with the Board Chair, because building and adopting an emergency plan is shared work the board must own with you. Produces: the prioritized action plan, with any covered pieces marked done and a dated first move. This is your Emergency Succession Priority Plan.

Open the Emergency Succession Priority Plan →

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The honest edge

Two moments here call for someone outside these pages. If the key-person risk is really that you, the leader, are personally at a breaking point, running on empty, then your own health comes before any plan on paper, and that calls for a trusted person or a professional now, not a worksheet. And if making backup signing or banking authority legally real means changing who can bind the organization, that step needs a nonprofit attorney and your bank, because authority that is not legally valid is not authority. Naming either of these is not the guide failing. It is the guide being honest about where its edge is.

If you arrived here in a crisis and have now steadied

Once the acute work is done and you are on your feet, it is worth stepping back to look at the whole organization, not just the piece that was on fire. There is a short whole-organization check-up waiting for you when you are ready. That is not a sales pitch. It is the next honest thing to look at. The whole-organization check-up →

You can always go back to the overview or start over from the welcome page.