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Succession Planning: A Case Study

Succession and transition planning are a critical part of the future success for any organization and can be somewhat more complex for not-for-profits. When Walter Hossli, Momentum’s founding executive director (ED), decided to transition out of his role, many of these complexities were experienced.
Instead of rushing the process or backtracking and foregoing it altogether, the board and committee members, and the leadership team at Momentum considered each element and crafted a careful plan for seeing through the successful transition of this integral role in our organization.
As a part of this process, Lynne Fisher, a senior manager with MNP’s ExitSMART program was brought in to first help develop a strategy and then to advise throughout the process. The transition took 18 months and many steps to complete. By all accounts, it was successful. Jeff Loomis has been in the ED role at Momentum for over 22 months now and the organization is still going strong, and still operates with the vision, mission, values and culture that were so carefully crafted under Walter Hossli’s guidance and leadership.
Download the case study on succession planning at Momentum, prepared by Lynne Fisher, to learn more about what made this process so successful.