Transition Planning Toolkit

Why Use This Toolkit

This toolkit will help your organization ensure a seamless transition for any new leader that joins your team. It provides helpful tips for a successful onboarding experience, a general onboarding schedule, a Leader Transition Survey template for key stakeholders and a listening tour template for your new leader to capture important feedback from partners, funders and clients about opportunities to improve your organization’s impact and brand in the sector.

To access this toolkit, please fill out the form below.


Put your values to work. Act on equity.

We believe equity isn’t a box to check. It’s a daily action. Someone’s unique identity isn’t something to overcome–when paired with the right opportunity, it becomes one of their greatest professional assets. We exist to empower social impact organizations to recognize and overcome unconscious bias, racism and sexism so they can build a workforce that reflects and strengthens the communities they serve.