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

Succession Planning videoBoard succession planning made easy! 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.

The result – a comprehensive annual succession planning report that any board can use to plan for the development of current board members, as well as assist a nominating committee in finding potential board members who have the knowledge and expertise needed for future board openings. In addition, each year as changes occur, help is available to ensure your plan is updated.

To learn more, watch the video.




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Contact Us
4455 LBJ Freeway
Suite 1100
Dallas, Texas 75244-5998
Phone: (469) 385-6400
Toll Free: (800) 442-5762
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