In this session, Paul provides an overview of the key elements of a successful succession plan. The overview offers a focus on small organizations, where changes in volunteers and staff can result in the loss of institutional knowledge. Topics covered include, recruiting and retention, documentation, board recruitment, the role of board and staff, retirement, and stumbling blocks. Following the overview, the conversation turns to Ed Coleman and Jennifer Dunkerson who answer questions on their experiences in succession planning.
Paul Gravett worked as Executive Director to Heritage BC until 2021. He is a consultant in arts organizations with experience in strategic and business planning, governance, board development, operational restructuring, and more.
Ed Coleman has experience working in consulting in Vancouver and the Okanagan with small business. He worked as the CEO of Barkerville Historic Town and Park from 2014-2020.
Jennifer Dunkerson works as Heritage Planner at Heritage BC. She has experience in museum and historic site management, particularly with small museums and historical societies in British Columbia and Ontario.
This webinar was recorded on March 16, 2018.
It has a run-time of 53 minutes.