Executive Transition Toolkit

Leadership transitions come with both risk and opportunity – but with the right plan, they can strengthen your organization for the future. This useful toolkit provides small to mid-sized nonprofits with a step-by-step guide to navigating executive searches with confidence.

The information walks nonprofit boards and organizations through three key phases of leadership transition:

• Prepare – Clarify strategic direction and assess strengths, opportunities, and risks.
• Search – Identify and hire the right executive while stabilizing the organization.
• Thrive – Support the new leader for long-term success.

Designed to simplify the transition process, it includes best practices and 22 ready-to-use templates to help your organization stay on track and make informed decisions – ensuring a smooth, strategic, and successful leadership change.

Toolkit Pricing

A seamless leadership transition is worth the investment. NAM members save 50% on this resource to guide you every step of the way. 

NAM Members: $50 | Non-Members: $100

Purchase the Toolkit and Templates

"This toolkit was a key resource as we planned for successful transition of our Executive Director at the Women's Fund. This comprehensive resource ensured we had a quality process and covered all the bases."

Aileen, Warren, Board President
Women's Fund of Greater Omaha

This toolkit is offered at a significantly reduced price due to the generous support of

What's in the Toolkit

32 pages | 22 templates