Ensuring Smooth Transitions through Succession Planning

Plan your BOARD SUCCESSPlan your EXECUTIVE SUCCESS

SUCCESSIONapp® – two solutions in one software application.

Board and Executive succession planning is easy with SUCCESSIONapp®, a user-friendly web tool that helps you create a foolproof plan for your future. This powerful tool can assist you with board succession planning, executive succession planning, or both! You choose.

Board Succession Planning

Develop a Board Succession Plan that enables you to…

  • Have a board that embodies all of your critical competencies.
  • Always have qualified candidates available for service on the board.
  • Have a seamless transition when director openings occur.
  • Identify your future board leaders.

 

Board Succession Planning

Executive Succession Planning

Easily create Executive Succession Plans that…

  • Simplify the succession process.
  • Produce qualified successors ready to lead.
  • Reassure your board of directors and the CEO by providing a plan of action for future executive transitions.

 

Executive Succession Planning

What Clients Say

“Yvonne Evers and her SUCCESSIONapp® methodology has proven to be the key to our board’s transition.”

Yvonne Evers and her SUCCESSIONapp® methodology has proven to be the key to our board’s transition from letting vacancies happen to proactively and strategically planning for them to happen. Yvonne was able to walk our board through the difficult but important initial planning stages while guiding us toward the ultimate goal of a fully functioning Succession Plan. We now understand our critical competencies and, more importantly, the critical competencies that we need to fill as anticipated board vacancies occur. Without reservation, I’d highly recommend Yvonne Evers to your board should they recognize a need for quality succession planning.”

“I would definitely recommend SUCCESSIONapp® for Board and Executive succession planning.”

The SUCCESSIONapp® software is so easy to use! We use it for Board and CEO succession planning. The process that the consultants took us through made our Board more aware of the future needs of the credit union. I would definitely recommend SUCCESSIONapp® for Board and Executive succession planning.

“We now have, for the first time, a plan for board recruitment that ensures we have a skilled board for the future.”

“Yvonne engaged our board in a productive dialogue to accurately assess the competencies needed on the board, as well as determine when directors may be transitioning off. Using SUCCESSIONapp™ for the process gave us a visual tool illustrating the dramatic need for succession planning at our organization. We now have, for the first time, a plan for board recruitment that ensures we have a skilled board for the future.”

“I could never have done it so quickly and easily on my own.”

Using SUCCESSIONapp® and Yvonne’s expert guidance to create my CEO Succession Plan was an excellent experience! I could never have done it so quickly and easily on my own. I can’t believe I put it off for so long!

“The intuitive nature of the software makes it very easy to teach others how to use it.”

“SUCCESSIONapp® meets our needs by providing a formatted, easy-to-use approach to executive succession planning. I really appreciate having the built-in list of suggested competencies, and find the information is easy to edit so that we can make sure it reflects what we want for our organization. There is a comprehensive instruction manual included in the package, but the software application is so intuitive that I haven’t had to use it! The intuitive nature of the software also makes it very easy to teach others how to use it. One other thing I really like about SUCCESSIONapp®, is that you get custom, practical succession plan reports at the click of a button.”