Succession Planning Services

Board and CEO Succession Plan Development

During a four to six hour on-site workshop we will work to develop the components for your credit union's Board or CEO Succession Plan, including both the document and policy document development. These areas will focus on talents/competencies needs assessment, recruitment, candidate assessment, and development of qualifications. Our goal is to ensure your board or CEO will be filled with the right competencies and skills needed to take your credit union into the future.

SUCCESSION Web Tool & Planning

Board Succession Planning

It's not about driving long-term or "old" directors out, or judging the skill level of current board members. It's about being ready for inevitable turnover and knowing what skills to look for in future directors. Using our planning program, along with the convenience of a user-friendly web tool, we can easily create a foolproof plan for your credit union's future. This will allow you to create a board that embodies the critical competencies you feel are important, always have qualified candidates available, have a seamless transition when director openings occur, and preserve your credit union's tradition of excellence. We will guide your board through a step-by-step process to create a clear map to your future.

To learn more, watch the video.

CEO/Management Succession Planning

What if the CEO or other key executive left your credit union today? Do you have a plan? Have you developed others to step in? Are your key executives motivated to stay? Use this user-friendly web tool to plan your future now with confidence and ease and to ensure that:

  • You always have a plan in place in the event of a sudden or planned departure,
  • You keep senior leaders motivated to stay by providing planned development opportunities, and
  • The board and CEO are working from the 'same plan' so they are on the 'same page' in terms of CEO Succession.

To learn more, watch the video.




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Contact Us
6801 Parkwood Blvd.
Suite 300
Plano, Texas 75024
Phone: (469) 385-6400
Toll Free: (800) 442-5762
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