Succession Planning

Succession planning enables organizations to prepare for future leadership needs. Blueridge Advisors helps each client partner establish a step-by-step process to assess the needs within its organization and design a strategy to identify and cultivate the right talent. Our facilitation process guides each  organization to effectively manage transitions at every level.


Case: A community foundation plans for its future

We worked with a community foundation to implement a management continuity process for emergency and planned transitions at the CEO and senior leadership levels.

The Steps...

First, we identified the critical functions required to cover the positions and who in the foundation could temporarily manage those functions.

Second, we established a process for the CEO’s departure and the step-by-step plan that the board could test before actually putting the plan to use.


For the next two years the board relied on this process and felt they were prepared and confident that they would manage the transition and executive search when the CEO announced his retirement.