Back to All Events

Building Your Bench: Succession Planning for Nonprofit Organizations


  • Momentum Nonprofit Partners 630 Cooper Street Memphis, TN, 38104 United States (map)

4-Session Series: October 1, 8, 15 & 22, 1:00pm-4:00pm

*Organizational participation is strongly recommended. Organizations are encouraged to register a member of senior leadership team, such as an Executive Director as well as a member of the Board of Directors.

In the face of a leadership transition, how might we ensure that our nonprofit organizations are set up for long-term success and sustainability? In this Design Lab, attendees will learn how to navigate planned and unplanned leadership transitions, communicate effectively with staff, supporters, and stakeholders, and develop an internal culture that supports leadership development across the board. Facilitators Katie Spencer and Meg Crosby will walk participants through the process of creating unique succession plans for your organization as well as setting up an organizational culture that promotes leadership at all levels.

By the end of the session, participants will:

1) Have a succession plan ready to implement

2) Have a communications plan in the event of an unplanned or planned departure

3) Know what they can do to cultivate a “leaderful” organization

This session is ideal for Executive Directors, CEOs and board members of organizations ready to demonstrate a path for continued success. Organizational participation is strongly recommended. Organizations are encouraged to register a member of senior leadership team such as an executive director as well as a member of the board of directors.

Facilitated by:
Katie Spencer and Meg Crosby: Principals & Co-founders / PeopleCap

Katie is an organizational anthropologist, facilitator of groups, advisor to nonprofit leaders and, expert on maximizing nonprofit impact. Katie works as a People Strategist for PeopleCap leveraging her academic background in cultural anthropology and 15 years of experience as a leader in the nonprofit sector to help organizations unleash their full potential. Katie has worked for both local and national organizations, including leading the nationwide implementation of the Boys & Girls Clubs of America’s Club Tech initiative. Katie’s expertise includes team development, facilitation, and training. She is passionate about leadership, organizational culture, and nonprofits. When she is not working to solve problems for her clients, Katie teaches a class called “Women & Work” as an adjunct professor at Rhodes College and serves on the board of Playback Memphis. She has a master’s degree in Anthropology from University of Chicago. Meg: Meg co-founded PeopleCap Advisors in 2012 to help organizations drive results through their people. She is a strategic advisor to CEOs, boards and investors, a recognized thought leader in People Strategy, and enjoys asking tough questions.

Prior to PeopleCap, Meg’s 20-year career in human resources established her as an expert in organizational culture, people strategy, and organizational growth. She has worked for companies of all shapes and sizes including for a small tech startup in Los Angeles as a sole HR practitioner and at Google, where she led acquisition integration. Meg also has deep knowledge of and long experience in nonprofit governance. She currently serves on the boards of Rhodes College, the Community Foundation of Greater Memphis, The T.W. Briggs Foundation and The Kitchen Communities. She is a founding board member of the forthcoming and highly innovative Crosstown High School, an XQ Future School opening in fall of 2018. In addition, Meg is a member of the board of Diversified Trust, a comprehensive wealth management firm based in Memphis with offices across the Southeast. Meg holds a degree in English and Communication from University of Richmond.

Register here