Leadership Transition Planning Resources

10 Best Planning Practices

1. Plan continuously.
2. Transition from the previous plan.
3. Set a solid foundation.
4. Begin with the end in mind.
5. Turn the mirror outward.
6. Be bold.
7. Do your part to make your plan successful.
8. Make sure the plan is actionable and gets off to a good start.
9. Make strategic thinking central to decision-making.
10. Communicate thoroughly and often.

Leadership Transition Tools& Templates

Here are some of our favorite and most effective leadership transition planning tools and templates. Feel free to download and use as needed.

We ask only that you give us credit as: Reprinted with Permission © 2012 Center for Strategic Planning and cite our website www.centerforstrategicplanning.org as your source.

LTP Tool #1 Inventory

LTP Tool #2 Top Threes Transition Work Sheet

LTP Tool #3 SWOT Transition Worksheet

LTP Tool #4 Chief Executive Goal Setting

LTP Tool #5 Strategic Thinking About Transition

LTP Tool #6 Leadership Transition Goal Setting


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Phone: 561-212-3144
Email: christina@christinadrouin.com