By Molly Penn and Marissa Lewis<\/p>\n
We\u2019ve been reflecting on the leadership changes that are unfolding (and have been predicted for years) in the nonprofit sector as they intersect with our considerations around equity.\u00a0 We recently created a workshop series focused on succession planning with an equity lens, which was met with\u00a0 appreciation by nonprofits from New York City to Western Massachussetts, so we decided to share some of it here.<\/p>\n
Succession planning is not just about leadership turnover \u2013 that\u2019s the common assumption, but when done well, succession planning is a management tool that supports equity in your organization, sustainability in your mission and programs, business continuity and prevents the burnout of staff in a field marked by high rates of burnout.\u00a0 We see this as a strong business case for why it is important to think about succession planning, but more importantly it is a mission case for why this is important.<\/p>\n
There are 3 levels of succession planning to consider in nonprofit organizations: Board succession planning, CEO succession planning and staff succession planning.\u00a0 We’ll address each of these in turn.<\/p>\n
The first place to look when it comes to board succession planning is your By-laws<\/strong><\/a>.\u00a0 What do your By-laws say about terms and term limits?\u00a0 That is a clue for when you should anticipate board members having to step off the board.\u00a0 That is a good starting point to begin sketching out a timeframe of anticipated board turnover.\u00a0 From there, you’ll want to create a board matrix that tracks the skills and connections you already have on the board and helps you identify those that are missing.\u00a0 This is where you can include considerations around the diversity of your board as well.\u00a0 These are a couple of tools to help you plan for board succession in a pro-active way so you can curate the board you want and need.<\/p>\n If you are looking to diversify your board, it is important to ensure that you’ve done some work on the board culture.\u00a0 B<\/span>oards in our sector tend to be predominantly white.\u00a0\u00a0<\/span>Working on board culture in this context means interrogating the ways white supremacist culture shows up in your board (who holds the power and how is that manifested? To what degree does your board respect frontline staff and\/or participant voice as sources of truth? Does your board express appropriate humility around understanding the corporate expertise doesn’t always directly translate to nonprofit? What experience or characteristics does your board value and prioritize in fellow board members?)<\/span>. <\/span>To create an opening with boards to begin to talk about these dynamics, BoardSource USA developed this <\/span>helpful set of questions<\/a> to open conversations about diversity with your board.<\/span><\/p>\n We want to point out the opportunity here to interrogate our assumptions about board members and money.\u00a0 Particularly if you are looking to infuse more diversity and inclusion at the board level.\u00a0 Dr. Elizabeth Castillo<\/a> points out that boards have a propensity to prioritize fundraising over everything else (which leads to skewed power dynamics between boards and CEOs).\u00a0 She urges us to consider intangible, and non-monetary resources prospective members can bring to the organization, such as relational capital, intellectual capital, cultural capital and political capital.\u00a0 If diversity is one of your goals on the board, you will want to discuss things like the time of day of your meetings (and whether that is accessible to candidates who have full-time jobs and\/or children).\u00a0 You\u2019ll want to examine your assumptions and interrogate your mental models around what is important to your board.\u00a0 If you are interested in a holistic board self-assessment that includes questions of equity, please contact us<\/a>.<\/p>\n Recently, there have been many leadership changes in organizations around the sector.\u00a0 In many of those, the boards decided that it would be a good idea to hire leaders of color to replace departing white leaders.\u00a0 It’s true that it makes sense for your organization’s leader to reflect the community served by the organization.\u00a0 \u00a0What is often overlooked though, is the impact of power dynamics when a white board is \u201csupervising\u201d a CEO of color.<\/p>\n A survey by BoardSource USA, called Leading With Intent<\/a>, showed that 80% of boards prioritize knowledge of the communities served, while only 64% prioritize membership in the communities served.\u00a0 That means they (predominantly white boards) believe that a board member who professes \u201cknowledge\u201d of the community is as valid a voice about what the community needs, as is a member of that community.\u00a0\u00a0 In fact, they prefer that to including members of the communities served on the board.<\/p>\n The recruitment and selection process needs to be different than it has been in the past as well.\u00a0 For example, you need to have conversations about “qualifications” and whether your are prioritizing formal degrees (which have historically been less accessible to folks of color), which will have an impact on which candidates are eligible.\u00a0 You need to consider the networks where you post the job opening to ensure you are reaching a wide diversity of candidates. Be careful of your rationale for seeking an ED of color (don\u2019t just use it to check a box).\u00a0 You can\u2019t pretend to be \u201crace blind\u201d in the process, there is no such thing \u2013 so you need to be intentional about whether you want an ED of color (and read up on SCOTUS’s affirmative action ruling and its implications to protect yourselves), or you are open to diverse candidates.\u00a0 Also, don\u2019t expect a new ED of color (a first for your organization) to be responsible for ensuring your organization adopts DEIA principles.\u00a0 That is a whole job all by itself, and it\u2019s unfair to put that on a new ED or to assume that a person of color is willing to do that work. Finally, if you are changing history in your organization by recruiting your first ED of color, make sure your organization isn\u2019t in any kind of crisis or you will be setting that person up to fail.<\/p>\n In addition to what to avoid, we want to share what kinds of supports you can proactively put in place to ensure the new ED can be successful.\u00a0 These are all things that the board can step up and play a role in to help the new ED be positioned for success.<\/p>\n A good CEO or ED is always thinking about the inevitability of their own succession.\u00a0 Does that mean they are actively planning for it?\u00a0 Not necessarily.\u00a0 But they recognize that their tenure is finite and that they have a mindset of continually growing the leadership capacity of their staff.\u00a0 They see their role as supporting others in taking on more responsibility rather than making all the decisions themselves. As folks of color and younger folks are stepping into leadership roles, we are seeing more shared leadership practices, where the role of supervisors really shifts from directive to that of coaching and facilitating their staff and practicing shared decision-making. What we are talking about is ceding \u201cpower\u201d \u2013 no longer looking at leadership roles as holding all the power in the organization.<\/p>\n We\u2019ve all heard of founders syndrome.\u00a0 Founders Syndrome is when any long-tenured leader (not necessarily the founder) has become synonymous with the organization.\u00a0 In other words, they ARE the organization, or they are considered so by stakeholders inside and outside the organization.\u00a0 It\u2019s easy for this to happen, especially if the incumbent leader is charismatic.\u00a0 So if any of that sounds like a possibility for your organization, then it might make sense to consider an Interim Executive Director.<\/p>\n In many cases, ED\u2019s or CEOs are new to the top leadership role.\u00a0 So impostor syndrome is something to consider if that is the case.\u00a0 Think about what kinds of supports a new ED will need \u2013 and even more so if your organization is transitioning from a white ED to an ED of color.\u00a0 It is important to support them with funders \u2013 introduce them to the organization\u2019s funders and encourage them to start building those relationships from the beginning to ensure your funders don\u2019t lean back and take a \u201cwait and see\u201d approach.<\/p>\n Also, it is important to acknowledge that there is no comprehensive training program for this role.\u00a0 It is a challenging role because it sits between managing the staff, and being supervised by a board.\u00a0 Many times new leaders come into the role without having knowledge of every aspect of the job \u2013 such as financial management, legal obligations, fundraising, etc.\u00a0 So be proactive about making space for what they don\u2019t know yet and figure out how to get them the training or coaching they\u2019ll need to do a great job in the role.<\/p>\n There is a proven under-resourcing of leadership transitions (that “wait and see” attitude we referred to above) which particularly harms leaders of color in those roles.\u00a0 All eyes are on a new ED to see how they will put their mark on the organization and what kind of leader they will be \u2013 they can\u2019t do any of that if their organization suddenly becomes under-resourced just because they are new.\u00a0 That is precisely the time when investments should flow \u2013 to give them a chance to show what they can do.\u00a0 Leading Forward<\/a> is a consortium of funders who recognize this and are prioritizing support for organizations going through leadership transitions.<\/p>\n A good leader (any internal leader \u2013 the ED or senior staff or managers) is always considering the movement of people within and out of the organization.\u00a0 In other words, we understand that people always want to grow their skills during their professional life.\u00a0 So we acknowledge that they either have to grow within their job, grow by taking on more responsibility, or grow out of the organization and on to bigger opportunities.\u00a0 So what does it mean to lead with succession in mind?<\/p>\n One of the best ways to encompass all of this is to practice shared leadership.\u00a0This means training internal leaders in how to make this mental shift.\u00a0 It means holding regular supportive meetings to reinforce this style of leadership.\u00a0 It also involves implementing shared decision-making structures to build the agency and autonomy of staff.<\/p>\n One focus area in building shared or distributed leadership structures is the practice of decision-making within the organization.\u00a0 Does everyone in your organization understand how decisions are made?\u00a0 Or are they made by a small group of senior leaders behind closed doors?\u00a0 Considerations of equity in staff succession planning are really about power – who has the power and authority to make decisions?<\/p>\n Succession planning for staff also may mean hiring new people, which means really interrogating the ways in which traditional hiring practices favor white people. Remember, for example that white people tend to mentor white people.\u00a0 So on the one hand, we want to value prior experience over formal degrees because people of color have been historically kept out of degree granting institutions.\u00a0 However, valuing experience also tends to favor white people.\u00a0Don\u2019t be afraid to consider on the job training for folks \u2013 so even here, you are hiring for what you can glean is their performance, and their potential.\u00a0 It\u2019s important to design the hiring process to uncover those things to help you make sound, unbiased decisions.<\/p>\n The last piece of building a culture of succession is just that \u2013 looking at and being intentional about \u2013 your organization\u2019s culture.\u00a0Culture is the invisible air we breathe every day.\u00a0 We just breathe automatically, so we don\u2019t notice it.\u00a0 But it\u2019s there.\u00a0 Anytime there is a group of people, culture starts to form.\u00a0 Cultures is the set of unspoken practices, principles values that govern the way people in that community interact with one another.\u00a0 Culture either happens automatically (and is based on what we each bring into the space) or we can try to create or guide it intentionally.\u00a0 The best place to start in terms of guiding your organization\u2019s culture is your values.<\/p>\n Values are the best tool for being explicit about the kind of culture you want in your organization.\u00a0 We like to think of culture as an iceberg \u2013 the top of the iceberg (the visible part) is practices \u2013 the way we interact with each other day to day.\u00a0 The bottom part of the iceberg (the part under the surface, that is not visible, and is usually much bigger than the visible part) are our values, our sense of purpose, and principles (which can be positive or negative). In being explicit about framing or living your values, you are making the invisible visible and helping to communicate expected practices.\u00a0 When your organization has strong values, you will find that you attract job candidates who are excited to be part of that culture.\u00a0 So over time, you naturally attract people aligned with your values, which serves to strengthen the culture.<\/p>\n We also encourage building a culture of trust in your organization.\u00a0 This takes buy-in and lots and lots of dialogue.\u00a0 We like to think about the 3-C\u2019s of Trust:<\/p>\n This creates an environment where it is safe for people in your organization to take risks and learn from each other\u2019s mistakes without fear of shame or reprisal.<\/p>\n Finally, we want to amplify restorative HR practices.\u00a0 Here too, the \u201ctraditional\u201d HR practices were created by the white men who built the society of business.\u00a0 There are other ways to deal with interpersonal conflict that do not marginalize, victimize or punish.\u00a0 They allow for relationships to grow from conflict and mutual accountability to flourish.<\/p>\n In this article, we have talked about succession planning with an equity lens.\u00a0 To be more explicit, in addition to equity in general, we are talking about building spaces where Black people and those with other marginalized identities can thrive.\u00a0 This means acknowledging the historic marginalization they have experienced; and intentionally cultivating space where they can grow, feel safe to bring their whole selves to the process, and ultimately thrive.\u00a0 We have many resources to share on this topic, so if this feels relevant to where your organization is right now, please be in touch with us<\/a>!<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" By Molly Penn and Marissa Lewis We\u2019ve been reflecting on the leadership changes that are unfolding (and have been predicted for years) in the nonprofit sector as they intersect with our considerations around equity.\u00a0 We recently created a workshop series focused on succession planning with an equity lens, which was met with\u00a0 appreciation by nonprofits […]<\/p>\n","protected":false},"author":4,"featured_media":1760,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/posts\/2050"}],"collection":[{"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/comments?post=2050"}],"version-history":[{"count":3,"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/posts\/2050\/revisions"}],"predecessor-version":[{"id":2053,"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/posts\/2050\/revisions\/2053"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/media\/1760"}],"wp:attachment":[{"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/media?parent=2050"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/categories?post=2050"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.penncreativestrategy.com\/wp-json\/wp\/v2\/tags?post=2050"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}1. (a) The Board’s Role in CEO Succession<\/h3>\n
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2. CEO or Executive Director Succession Planning<\/h3>\n
A note about Funders’ Role in Succession<\/strong><\/h4>\n
3. Staff Succession Planning<\/h3>\n
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