Turn an intention to transition into a real, shared decision on a real timeline, so the handoff becomes a plan the board owns rather than a private someday.
First in Plan the Transition, in a real conversation with the board chair.
Work backward from the target.
| Milestone | Target date | Who owns it |
|---|---|---|
| Successor identified or search begun | ||
| Successor chosen | ||
| Overlap and transfer | ||
| Authority actually passes |
The board holds the authority over the top role's transition, so this timeline is shared with them, not just announced to them.
A real decision has a shape, a reason, and a window, and a real timeline has milestones with owners and dates. An intention with no date is not a transition; it is a wish, and wishes do not prepare an organization. If the board has not genuinely shared this timeline, it is not yet a plan the organization can rely on. Feeds the Future Leadership Role Definition and the Making-Yourself-Replaceable Plan.
Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.