Succession planning, strategic leadership development, and planned transitions are not optional. They are vital components of healthy organizations and investments in the communities our organizations serve.
At UBR Corporate Services, we understand that Succession planning and leadership transitions involve far more than just replacing a leader. Succession planning is ensuring that the organization can move forward, that the right systems are in place, that information is accessible, and that strategic plans are updated.
Succession planning means knowing where the key to the storage room is, having the access codes to financial information, and storing information about donors in an electronic database rather than in the executive’s head.
We provide Executive Transition Management Services, tailored to businesses of every size. We guide your organization through the essential phases of sustainability planning including:
Purpose and culture. We work with you to validate a shared understanding of mission, vision, values, and strategy.
Strategic leadership development. We help you identify opportunities for shared leadership among staff, engage the board in strengthening their governance role, and develop plans for professional development and training.
Operations assessment. We review operations to identify weaknesses or gaps and prioritize processes and procedures for development.
Strengthening partnerships. We map your external stakeholder environment and identify key relationships to optimize.
Determine revenue strategies for current and projected capacity that support the mission and vision of the organization.
Identifying future leadership needs. We understand that transitions are also the best opportunity to ensure alignment about where the organization is going, what type of skills are needed for an executive to succeed and what type of person will best lead it.
If you would like to engage our services, you can request a quote by clicking the button below. A consultant will get in touch with you within 24 hours.