During this phase of the transition process, our ETM Specialists:

• Establish and coach the Transition Committee to prepare the organization for the upcoming change
• Clarify the roles and responsibilities of the Transition Committee and the ETM Specialist
• Develop a transition plan with an appropriate timeline for managing the transition
• Initiate the process of finding an Interim Executive Director (IED) for the organization though the Support Center’s IED Referral Service
• Conduct a comprehensive organizational assessment by interviewing key stakeholders (board members, funders, staff, constituents), and reviewing documentation regarding governance, finance, fundraising, program operations and accountability
• Identify key issues influencing the transition
• Make recommendations regarding potential trouble areas and opportunities for increasing capacity during the transition
• Identify and clarify priorities and leadership roles of the board and staff
• Draft organizational expectations, requirements and attributes for the new executive director
• Assess and formulate appropriate infrastructure, board and staff changes
• Build and renew relationships with key stakeholders
• Create a job description consistent with the organization’s current and future leadership needs as revealed by the organizational assessment