Succession Planning Workbook for Associations

Guides & Tools

A succession plan prepares an association for leadership transitions by identifying critical roles, defining key competencies, developing potential successors, and establishing contingency plans. Succession planning ensures stability and continuity in essential positions, particularly in the association setting where institutional knowledge and leadership continuity are vital. This workbook, courtesy of Association Options, LLC, provides exercises, examples, and guided steps to create a succession plan focused on critical organizational positions.

Published Date: July 16, 2025