Board Succession Planning: Prepare Your Board
for the Future
Ensure smooth transitions, maintain critical competencies, and build confidence across your board.
By using our powerful online tool, SUCCESSIONapp®, we can help you easily create a board succession plan, which means that you will be able to…
- Have a board that embodies all your critical competencies.
- Always have qualified candidates available for service on the board.
- Have seamless transitions when director openings occur.
- Know who will lead your board in the future.
It has been very helpful to my Board for planning purposes. The Directors complete the form annually and we are using the report to see where we will have potential gaps. We are now recruiting for those future gaps.
SUCCESSIONapp® Features
Succession Planning Made Easy & Repeatable with an Intuitive Step-By-Step Flow
Never miss a step in the succession planning process! SUCCESSIONapp® intuitively leads you through the entire process of creating your plan. With SUCCESSIONapp®, you can confidently build a plan that ensures continuity and readiness.
One Central Source for Your Succession Plans
All of your succession data lives in a single, secure platform that authorized users can access when they need it, making it easy to update as board members change and priorities shift. With SUCCESSIONapp®, all board members are working from the same information, enabling clearer conversations and better decisions.
Streamline Board Input and Keep Data Current
Board members can submit their Intentions and Competency self-assessments directly through electronic forms. The software will automatically update, saving time and reducing errors. With SUCCESSIONapp®, you can manage your board plan efficiently while ensuring everyone's information is up-to-date.
Align Board Competencies with your Organization's Goals
Define the competencies that matter most to your board. Choose from our library of competencies and/or create your own to reflect your board's unique needs. With SUCCESSIONapp®, your board succession plan ensures the needed skills are represented on your board.
Stay Ahead of Board Vacancies and Upcoming Changes
Color-coded charts make it simple to see when directors anticipate leaving the board and where gaps could arise. With SUCCESSIONapp®, you can act with confidence before vacancies impact your board's effectiveness.
Prioritize Recruitment Based on Real Succession Needs
Use SUCCESSIONapp's insights to identify which gaps need to be recruited for in the future. You can generate a list of potential board candidates based on upcoming vacancies and identified competency gaps. With SUCCESSIONapp®, recruitment efforts are targeted, strategic, and aligned with your board's needs.
Identify Future Board Leaders Before Gaps Arise
Easily see which directors are ready and willing to step into leadership roles in the future, and where gaps may exist. With SUCCESSIONapp®, you can proactively prepare board leaders, ensuring smooth transitions and continuity in governance.
Instant Insights with Custom Board Reports
Access and share board succession data through customized reports that highlight director departures, competency gaps, board recruitment plans, and leadership succession. With SUCCESSIONapp®, tracking and communicating your board's succession insights is simple, efficient, and strategic.
SUCCESSIONapp® Features
SUCCESSIONapp® Features
Intuitive Step-by-Step Flow
Worried you might not know all the steps to developing a board succession plan? No need to worry. SUCCESSIONapp® intuitively leads you through the process of creating your plan
Virtual Onboarding and Updates
Directors complete Intentions Forms and Director Competency Strength Forms virtually, using any device that can receive an email. Clicking save on the form automatically populates the model in SUCCESSIONapp®.
You Choose the Competencies and Diversity Needed
Pick from our library of competencies and diversity descriptions, and/or create your own.
Know when Directors may be Leaving the Board
Color coded charts help you know exactly who may be leaving the board and when, as well as their flexibility.
Prioritize a Recruitment Plan
Create prioritized recruitment plans for your Nominating Committee for the gaps shown in SUCCESSIONapp®.
Know who is Ready and Willing to Step into Board Leadership Roles
Click on the succession plan leadership view to see exactly who is interested in serving in board leadership roles and when.
Board Succession Planning Packages
Get your Board Succession Plans done NOW! Choose the method that's right for you.
Self-Guided Succession Planning
Take Control of Your Succession Plans
Leverage SUCCESSIONapp®'s intuitive platform to build your board succession plans at your own pace. Receive comprehensive onboarding and training from the SUCCESSIONapp® team, and then confidently complete your plans independently.
Succession planning becomes simple and manageable with the freedom to move at your own pace!
Remote Expert-Guided Succession Planning
Get Remote Facilitation from a Succession Planning Expert
Work with a SUCCESSIONapp® expert remotely to guide your board through every step of the succession planning process. From strategy and competency selection to creating a recruitment list and understanding leadership gaps, SUCCESSIONapp® experts can help you complete your plan virtually in as little as 2.5 hours.
Perfect for boards that prefer hands-on guidance but need the flexibility of remote facilitation.
In Person Expert-Guided Succession Planning
Get In-Person Facilitation from a Succession Planning Expert
Collaborate with a SUCCESSIONapp® expert in a live session to fully develop your board plan. From strategy and competency selection to creating a recruitment list and understanding leadership gaps, SUCCESSIONapp® experts can help you complete your plan virtually in as little as 2.5 hours.
Perfect for boards seeking a high-touch experience, especially those with complex governance structures or limited experience with succession planning.
Board Succession Planning Packages
Get your Board Succession Plans done NOW! Choose the method that's right for you.
Self-Guided Succession Planning
Take Control of Your Succession Plans
Leverage SUCCESSIONapp®'s intuitive platform to build your board succession plans at your own pace. Receive comprehensive onboarding and training from the SUCCESSIONapp® team, and then confidently complete your plans independently.
Succession planning becomes simple and manageable with the freedom to move at your own pace!
Remote Expert-Guided Succession Planning
Get Remote Facilitation from a Succession Planning Expert
Work with a SUCCESSIONapp® expert remotely to guide your board through every step of the succession planning process. From strategy and competency selection to creating a recruitment list and understanding leadership gaps, SUCCESSIONapp® experts can help you complete your plan virtually in as little as 2.5 hours.
Perfect for boards that prefer hands-on guidance but need the flexibility of remote facilitation.
In Person Expert-Guided Succession Planning
Get In-Person Facilitation from a Succession Planning Expert
Collaborate with a SUCCESSIONapp® expert in a live session to fully develop your board plan. From strategy and competency selection to creating a recruitment list and understanding leadership gaps, SUCCESSIONapp® experts can help you complete your plan virtually in as little as 2.5 hours.
Perfect for boards seeking a high-touch experience, especially those with complex governance structures or limited experience with succession planning.
The Balanced Board Planner™
Make Sure Your Board is Ready!
Discover the things your organization should be doing in order to maintain a balanced board and prepare for turnover!
If you are ready to be ahead of the game in planning for your future success or if you have more questions about whether this is the right tool for you, click on the button below to request a free, no-obligation strategy session with one of our consultants. Find out if SUCCESSIONapp® is right for your organization.
