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What if one or more board members left your board today?

Do you have a Board Succession Plan?

By using our powerful online tool, SUCCESSIONapp®, we can help you easily create a board succession plan, which means that you will be able to…

  • Have a board that embodies all your critical competencies.
  • Always have qualified candidates available for service on the board.
  • Have seamless transitions when director openings occur.
  • Know who will lead your board in the future.

Features

The main details page of the Intuitive Step-by-Step Board Succession Planning Software - SUCCESSIONapp®

Intuitive Step-by-Step Flow

Worried you might not know all the steps to developing a board succession plan? No need to worry. SUCCESSIONapp® intuitively leads you through the process of creating your plan

Virtual Onboarding and Updates

Directors complete Intentions Forms and Director Competency Strength Forms virtually, using any device that can rexeive an email. Clicking save on the form automatically populates the model in SUCCESSIONapp®.

Virtual Onboarding and Updates on any device
You Choose the Competencies and Diversity Needed

You Choose the Competencies and Diversity Needed

Pick from our library of competencies and diversity descriptions, and/or create your own.

Know when Directors may be Leaving the Board

Color coded charts help you know exactly who may be leaving the board and when, as well as their flexibility.

Easily see when directors plan to leave and where you may have gaps with SUCCESSIONapp®'s timeline
Create a recruitment plan for your board of directors.

Prioritize a Recruitment Plan

Create prioritized recruitment plans for your Nominating Committee for the gaps shown in SUCCESSIONapp®.

Know who is Ready and Willing to Step into Board Leadership Roles

Click on the succession plan leadership view to see exactly who is interested in serving in board leadership roles and when.

Know who is Ready and Willing to Step into Board Leadership Roles

Board Succession Planning Packages

Get your Board Succession Plan done NOW! Choose the method that’s right for you.

Self-Guided

  • Get your plan done now with exclusive access to      SUCCESSIONapp®, our easy-to-use, intuitive online software.
  • Go at your own pace with access to our private THE Board Succession Planning Solution membership site with video tips and instructions to walk you step-by-step through the process.
  • Work on your plan from anywhere. You just need access to the internet. Your work is always saved and accessible.
  • Use our customized reports function to reveal your competency gaps and turnover concerns and provide your Nominating Committee with prioritized action steps.

Expert-Guided

  • Get your plan done now with exclusive access to SUCCESSIONapp®, our easy-to-use, intuitive online software.
  • Receive access to our private THE Board Succession Planning Solution membership site with video tips and instructions to walk you step-by-step through the process.
  • Work on your plan from anywhere. You just need access to the internet. Your work is always saved and accessible.
  • Get expert in-person assistance from our consultants who will guide your board step-by-step through the entire process.
  • Our consultants will reveal your competency gaps and turnover concerns, and provide you with a customized report including prioritized action steps for your Nominating Committee.
  • As questions come up, your  designated expert will be there with timely, useful answers.
  • Your expert will work with you to keep your plan updated as changes occur on your board.
Download The Balanced Board Planner - A Scale Graphic on a laptop screen that says "The Balanced Board Planner"

The Balanced Board Planner™

Make Sure Your Board is Ready!

Discover the things your organization should be doing in order to maintain a balanced board and prepare for turnover!

If you are ready to be ahead of the game in planning for your future success or if you have more questions about whether this is the right tool for you, click on the button below to request a free, no-obligation strategy session with one of our consultants. Find out if SUCCESSIONapp® is right for your organization.