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Fall 2026Enrolling now — Fall 2026 Thresholds cohort runs October 7 – November 18.

Coda direct

Succession Planning

Succession planning isn't just about replacing a departing executive director — it's about building leadership and talent continuity long before you need it. We help you put clear policies and a values-based plan in place for both planned and unplanned transitions, and we go deeper: shaping the culture and HR practices that attract, develop, and retain strong people. People are a nonprofit's most important resource and central to the mission.

What it helps you do

  • Understand and assess your organization's readiness for succession
  • Prepare staff and board to maintain stability through transition
  • Build a values-based plan that ensures continuous leadership and talent
  • Shape the culture and practices that attract and keep top talent

What partnership looks like

Catherine's style is warm and centered on building trust and relationships, while staying focused on the ultimate goals. Our board was entering into planning for the succession of its founder and executive director. Catherine immediately honed in on the sensitive dynamics and gently but expertly guided each member of the team to confront the necessary considerations and reach our conclusions.

Christopher Bogart

Executive Director & Founder, Sasco River Center

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Our approach to pricing

Flat project fees, tailored plans.

Engagements are scoped as flat project fees — never a percentage of your new leader's salary. Every plan is tailored to your organization's size, stage, and needs.