Tool 3: Succession planning

This tool might help you with Step 2: Create a plan of action with your community

Each of the people in your lead group has great skills and strengths to offer to the work you are all doing together. From time to time, group members may need to leave – they may be moving out of the area or have pressing commitments that mean they can no longer contribute in the way they would like to. It’s a good idea to be ready for this, with plans in place to be able to handle the transition smoothly.

Here are some ways to make sure your work doesn’t get thrown off balance by the departure of a group member:

  1. Document important information as much as possible and make it readily available to new people.

    This might include your plan, the minutes of group meetings and other information. They may be paper records or electronic documents, or you may even keep them in an online storage system like Dropbox.

  2. Look out for new people who might be interested in becoming involved in the future.

    Set up and gradually grow a register of interested people. Record their names, contact details, skills, interests and community knowledge. Place advertisements for people to go on the register in the local newspaper, on social media and in community centres.

  3. Support new people when they join the lead group or any working groups you might have.

    Assign someone from the group to work with them for the first few months and be their “go to” person when they have questions or need information.