PowerPoint developed for training Social Venture Partners International

1. Non Profit Leadership Transitions By Principals In Philanthropy And Trujillo Group, Inc.

8. Influencing Factors 8 Executive Transition Management, CompassPoint Nonprofit Services, 2005 Circumstances of the departure Departing executive’s role legacy & shadow Diversity considerations Organization mission & culture Organization size Organization health & life cycle

9. Growth Curve 9 Leadership Renewal Transition Complexity Chaos Confusion Growth Consistency Control Clarity Management Entrepreneurial Decline Transition - Adapted from Changing the Game by Larry Wilson and Grow or Die by George Ainsworth-Lead GROWTH

10. Managing Transition Coming to Terms with Change 10 The New Beginning: Commitment, Rebirth, New Energy, New Sense of Purpose The Neutral Zone: Confusion, Direction Finding, Re-patterning The Ending: Loss, Letting Go . . . Relinquishing Old Way, Old Identity Source: William Bridges

14. Executive Transition Management Process Overview 14 PREPARE PIVOT THRIVE Initial Consultation Clarify Transition Leadership Stabilize Situation (if needed) Plan Search & Transition Prepare Organization Search & Select Launch & Support Wrap Up Executive Transition Management, CompassPoint Nonprofit Services, 2005

16. Organizational Assessment Capacity Tool 16 Capacity Elements https://sp.socialventurepartners.org/Document%20Library/Forms/SVP%20Investee%20Capacity%20Tool.aspx . Legal Affairs Board Leadership Fund Development Information Technology Financial Management Human Resources Senior Management Team Leadership Marketing, External Communication Program Design, Evaluation Mission, Vision, Strategy, Planning High level of capacity in place Moderate level of capacity Basic level of capacity in place Clear need to increase capacity