Succession Planning & Leadership Pipeline

Leadership change is inevitable — but disruption doesn’t have to be. At Ashley|Rountree and Associates, we help nonprofits proactively prepare for smooth transitions and sustained mission continuity. Our Succession Planning services are built on a deep understanding of your organization — its mission, values, and vision for the future. We work with boards and executive teams to identify emerging leaders, strengthen internal capacity, and ensure a seamless transfer of knowledge and authority when the time comes. To best align people strategies with mission goals, we audit your organizational charts, reporting structures, and roles and responsibilities defined in job descriptions. We look at options for in-house employees vs. outsourced contractors, full time vs. part-time employees – working with you to best steward your resources.  

Our approach goes beyond filling vacancies. We collaborate with you to assess your Leadership Pipeline – identifying, developing, and preparing individuals to fill leadership roles at all levels. We help you develop people for the roles your organization will need next, ensuring continuity and succession. This involves assessing potential leaders, providing them with individual development opportunities, and creating higher job satisfaction along with pathways for advancement. Through thoughtful planning and coaching, we equip rising leaders with the confidence, skills, and insight to step into key positions successfully. 

What We Offer

  • Leadership Pipeline Development: Identifying and preparing high-potential staff for future leadership roles – CEO, department heads, supervisory roles – along with personalized training development plans.
  • Transition Readiness: Assessing preparedness for both expected and unexpected leadership changes.
  • Board Alignment: Engaging boards in proactive, strategic transition planning.
  • Emergency Succession Plans: Developing contingency plans to maintain operations during unexpected leadership changes.

Why Partner with Ashley|Rountree?

  • Deep Organizational Insight & Nonprofit Expertise in strategy, management, and human resources.
  • Future-Focused Leadership Development that prepares individuals for the roles your organization will need.
  • Collaborative, Stakeholder-Driven Process to ensure plans are mission-aligned.
  • Proven Experience Across Diverse Nonprofits including human service agencies, educational institutions, faith-based organizations, and foundations of every size.
  • Customized, Data-Informed Solutions that provide sustainable talent solutions aligned with your long-term success.

Success Stories

Cabbage Patch Settlement House

Challenge 
After more than three decades of leadership, the Executive Director of Cabbage Patch Settlement House announced his intention to retire, leading the Board to consider succession planning–for only the third time in Cabbage Patch’s 100-plus year history. All of this was happening within the context of a major campaign with a focus on growing the endowment for this organization that has always prided itself on supporting itself with 100% private gifts and investment earnings.

How We Helped
Knowing that the culture of “The Patch” was one of careful planning and discernment, Ashley|Rountree consultants devised a 24-month process of succession planning followed by a national search. First, Ashley|Rountree consultants facilitated monthly meetings with representatives of the Board (current and former) along with staff leaders worked to assess the current state of Cabbage Patch and its needs for a next leader, informed by confidential interviews with a dozen top donors, to be followed by a search that was informed by that plan, also led by Ashley|Rountree’s search team.

Outcome
The succession plan was unanimously approved by the Board of Cabbage Patch, which served as the foundation for efforts to a 10-month national search that was successful in hiring the next Executive Director. He and his predecessor were able to enjoy an overlap of four months in order to better introduce the new leader to longtime donors and provide continuity of change.