Succession Planning Consultant Bootcamp

$ 395 usd
Thu, May 9, 2024, 8:30 AM PDT – Fri, May 10, 2024, 12:00 PM PDT
Zoom Online Meeting
Dates Breakdown
Thu, May 9, 2024, 8:30 AM – 12:00 PM PDT
Fri, May 10, 2024, 8:30 AM – 12:00 PM PDT
Succession Planning Consultant Bootcamp


The nonprofit sector is experiencing growing rates of employee and volunteer transitions. Many issues that consultants help nonprofit organizations resolve can be linked to the impacts of high employee and board turnover, lack of talent planning and development, and an unrealized commitment to diversity, inclusion, equity, access, and belongingness.

With less than a fifth of nonprofit organizations prepared for succession, it is essential for the nonprofit sector to have well-trained consultants and more succession planning education programs available in local communities. The Succession Planning Consultant Bootcamp fills this essential need.

What you will learn during the two-day Succession Planning Consultant Bootcamp:
  • A Definition of Succession Planning Rooted in Talent Recruitment, Development & Retention
  • The Five Essential Elements of a Nonprofit Succession Plan
  • Suggested Facilitation Methods for Leadership Continuity Conversations with Nonprofits
  • The Four “Must-Do’s” For Emergency Succession Planning
  • The Link between Basic Human Resource Policy and Practice and a Culture of Leadership Continuity and Succession
  • How to Integrate Succession Planning Discussions into Strategic Planning, Resource Development, and Financial Planning Engagements
  • The Powerful Intervention that Succession Planning represents to advancing Diversity, Inclusion, Equity, Access, and Belongingness in nonprofit organizations

Bootcamp graduates earn a certificate, a digital badge indicating completion of succession planning studies, access to materials to teach in their workshops and engagements, and invitation to recurring Succession Planning Consultant study group sessions hosted by Third Sector Company.

Learn more about details and features in the Fact Sheet.

Why the need for a Succession Bootcamp? The latest data backs it up:

  • 50% of nonprofit leaders share that they plan to leave their roles within the next five years. Your guidance can empower nonprofits to build resilient structures that ensure continuity and stability.
  • The Leading with Intent Report from 2021 notes that 30% of nonprofit executives surveyed do not have a written succession plan or policy to guide the board when a transition occurs.
  • In 2022 there were 500,000 jobs in the nonprofit sector waiting to be filled leading to challenges in hiring and talent recruitment known as the Great Resignation.

Please note that a 90-page workbook including succession planning tools and other resources will be used during the Bootcamp. As with any course that has an accompanying text, you will be asked to order your workbook (priced at $29.95 through a third-party publisher) to be received before May 9. Instructions provided upon registration.

Third Sector Company, Inc. is committed to advancing justice, equity, diversity, and inclusion as foundational to its programs.

We acknowledge and honor the fundamental value and dignity of all people; and we pledge our individual and organizational efforts to build respect, dignity, caring, and equitable treatment for all. As an organization, we are committed to transforming the world into one that promotes social justice and freedom from oppression, including but not limited to, racism, sexism, classism, heterosexism, ageism, and ableism.

Thus, we aim to be adaptable, actively anti-racist, embracing cultural differences, and to be accessible for people who are differently resourced and differently abled. Since we do not want financial hardship to be a barrier to participation, there are several seats reserved in each of our fee-based programs for confidentially awarded scholarships. We encourage those from historically underserved communities to apply.


Catherine Bradshaw

Executive Transition Consultant, Eos Transition Partners

Ingrid Kirst

Ingrid Kirst Consulting

Jeffrey R. Wilcox

President and CEO, Third Sector Company

Joan Baumgartner Brown

Acting Chief Operating Officer, Third Sector Company

Julia Burns

Partner, Clarity Transitions

Randy Brinson

Senior Strategist, Board Governance and Leadership Succession, Third Sector Company


Zoom Online Meeting