Board Clients Give SUCCESSIONapp® 5.0 Stars!
Read what actual clients have to say about the software.
“It provides the credit union with an easy to use software allowing for an ongoing, tangible framework to help efficiently manage big-picture, long-term Board Succession planning. In prior years that had been almost an afterthought or a once a year, narrow and manual exercise of determining of who is up for re-election at the credit union’s elections of Board Members at their Annual Meeting.”
“This program will help develop a succession plan that has direction and fills the vacancies with the abilities needed to complete the board or management team. Giving us opportunities to meet our goals and be successful.”
“The team is very knowledgable and friendly. They help you to get the most out of the program.“
“Yvonne made this project seamless and walked us through every step. She made herself available when needed, and took suggestions to the website and even went as far to implement some of the suggestions. Very positive and professional with a wealth of knowledge.”
“The SUCCESSIONapp® software is robust and easy to use.“
“One of the challenges facing our Board of Directors is our aging leadership. With today’s technologies changing at breakneck speed, it is critical that we prepare our Board for the future. For example, this year we’ve added future expertise needed in the areas of Blockchain technology, Artificial Intelligence skills, board diversity, etc. SUCCESSIONapp® allows us the tools we need to force our board members to make those difficult decisions on when one should decide to step away from the board and allow room for younger, a more diverse and potentially technologically skilled leadership to be added to our Board of Directors. Our goal is to use SUCCESSIONapp as a recruitment tool for the future of our Credit Union.”
“It gives us clarity and is essential for planning the future.“
“It has been very helpful to my Board for planning purposes. The Directors complete the form annually and we are using the report to see where we will have potential gaps. We are now recruiting for those future gaps.“
“Engaging conversations with the board the night before at dinner and lots of stories to help the board relate to the discussion topics. The board also enjoyed the hands on competency help and in-person interaction.“
“Yvonne was a pleasure to work with!”
“The SUCCESSIONapp® allows us to reduce the complexity of succession planning. The process is continually updated and provides a solid base for our organization.”
“It is critical for boards to think about board succession planning and this tool helps make it a priority.“
