Passing the Torch

6 Oct

It’s a common occurrence. One day you have a key point person in your organization and the next day he/she is gone and the organization is left scrambling trying to pick up the pieces. If you’ve ever been unlucky enough to take the helm of a group or its fundraiser with no preparation, no records, and no help, you know how important smooth leadership transitions are.

Find Your Replacement

• Recruit potentials actively! This will give you time to test the
waters to see how much the person can handle and quickly learn

• If your organization does not have a structured team in place, make sure you have a back-up in place even if it’s a family member

Train Your Replacement

• Invite successor to attend any ‘wrap-up’ meetings for current fundraisers. This allows the person to be involved in discussions pertaining to successes, improvements, and issues

• Assign a task that is important, such as recording and tallying sales or distributing orders to get their feet wet. Ideally go through a dry run so they are prepared for their upcoming role

Keep Good Records

• Include essential information and responsibilities which can serve as a check off list. Items can include an event calendar, guideline outlining each step of the fundraising process from beginning to end, and past fundraising sales figures

• Keep an address book of contacts that the new coordinator can use as resource

Be Courteous

• Alert your preferred vendors of the coordinator change

• Introduce the incoming coordinator to key contacts as often as you can, even if it’s via email or phone



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