Full Name *

Organization *

Your Role in the Organization *

Executive

Board Member

Key Stakeholder

Other

Email *

Phone

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.

Nonprofit Leadership Transition Readiness Quiz

Instructions: For each statement, select the option that best

describes your organization's current staInstructions: For each statement, select the option that best describes your organization's current status.tus.

1. Strategic Planning: Does your organization have a current strategic plan that aligns with your mission and vision? *

Yes, updated within the last 1-2 years

Yes, but it's over 2 years old 2

No, we do not have a strategic plan 3

2. Succession Plan: Is there a documented succession plan for key leadership positions?

Yes, for all key positions

Yes, but only for some positions.

No, we do not have a succession plan

3. Interim Leadership: Have you identified potential interim leaders in case of sudden departures?

Yes, both internal and external candidates

Yes, but only internal candidates

No, we have not identified interim leaders

4. Board Engagement: Is the board actively involved in succession and transition planning?

Yes, regularly discusses and updates plans

Yes, but discussions are infrequent

No, the board is not involved

5. Stakeholder Communication: Do you have a communication plan to inform stakeholders about leadership changes?

Yes, a detailed and approved plan

Yes, but it's not formalized

No, we do not have a communication plan.Option 3

6. Financial Preparedness: Are there financial reserves to support the organization during a leadership transition?

Yes, reserves cover 6 months or more

Yes, but reserves cover less than 6 months

No, we do not have financial reserves

7. Organizational Documentation: Are key processes and institutional knowledge documented?

Yes, thoroughly documented and accessible

Yes, but documentation is incomplete

No, we lack documentation

8. Leadership Development: Do you have programs to develop internal leadership talent?

Yes, well-established programs 1

Yes, but they are informal.

No, we do not have such programs.

9. Risk Management: Have potential risks during leadership transitions been identified and mitigated?

Yes, comprehensive risk management plans are in place.

Yes, but plans need improvement

No, risks have not been assessed

10. External Expertise: Have you considered engaging external experts to assist with leadership transitions?

Yes, we have engaged or plan to engage experts.

Yes, but no concrete plans yet.

No, we have not considered this.

Your Score

Results:

24-30 points: Your organization is well-prepared for leadership transitions.
16-23 points: Some areas need attention to improve readiness.
10-15 points: Significant improvements are necessary to ensure a smooth transition.

Thank you for taking the quiz. If you would like to set up a 1:1 to

discuss your readiness with a Transition Strategy Expert, click here!