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TRANSITIONING TO A NEW CHIEF EXECUTIVE
Much of the anxiety and stress can be greatly reduced for
the new chief executive by the Board that effectively handles
the transition to the new administration. The following key
Board activities will particularly help the new chief executive
to get off to an effective start.
- Ensure that the Board has a clear vision of what
it wants in a new chief executive. Be wary of
the strong tendency to define the new chief executive in
terms
of what the previous executive was or wasn't. Instead,
hire a new chief executive based on the organization's
current needs, e.g., financial skills, personnel/supervisory
skills, (and in the case of nonprofits, fundraising skills),
planning skills, program skills, etc. Rank the skills in
priority order and update the chief executive job description
accordingly. Design recruitment tools, i.e. ads, profiles,
etc., from the job description and reference the description
when developing interview questions as well.
- Before the new chief executive begins employment,
send them a letter welcoming them to the organization, verifying
their starting date, providing them a copy of the employee
policies and procedures manual, and providing a copy of
the strategic plan and financials. (This can be included
in the acceptance letter.)
- The Board should send a letter to key stakeholders. The
letter would announce the new chief executive, when he or
she is starting, something about their background and why
it's useful, etc., and asking them to call the Board chair
if they have any questions or concerns.
- Meet with the chief executive to bring them up
to speed on strategic information. Review the
organization chart, last year's annual report, the strategic
plan, this year's budget, and the employee policies and
procedure manual (if they haven't already received). In
the same meeting, explain the performance review procedure
and provide them a copy of the performance review document.
- When the new chief executive begins employment
(or before if possible), introduce them in a staff meeting
dedicated to introducing the new chief executive. If
the organization is small enough, have all staff attend
and introduce themselves. If the organization is larger,
invite all managers to the meeting and, along with the
new chief executive, have each manager introduce themselves.
- Invite the new chief executive to a social event
with Board members. This can greatly help to establish
a comfortable rapport for the new chief executive.
- Ensure that the new chief executive receives necessary
materials and is familiar with the facilities. Ensure
that an assistant gives them keys, gets them to sign any
needed benefit and tax forms. Review the layout of offices,
bathrooms,
storage areas, kitchen use, copy and fax systems, computer
configuration and procedures, telephone usage and any special
billing procedures for use of office systems.
- Schedule any needed training, e.g., computer
training, including use of passwords, overview of software
and documentation, location and use of peripherals, and where
to go to get questions answered.
- Review any policies and/or procedures about use
of facilities.
- Assign a Board member to them as their "buddy" who
remains available to answer any questions over the next four
weeks.
- Have someone take them to lunch on their first
day of work and invite other staff members along.
- During the first six weeks, have one-on-one meetings
(face-to-face or over the telephone) with the new chief
executive, to discuss the new employee's transition
into the organization, hear any pending issues or needs,
and establish a working relationship with the new chief
executive.
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