Leadership Roundtable: Taking the Suck out of Succession Planning – Document Retention and Standard Operating Procedures

The Nonprofit Leadership Initiative is offering a “Leadership Roundtable: Taking the Suck out of Succession Planning – Document Retention and Standard Operating Procedures”:

“What happens if your Executive Director or another member of leadership steps down tomorrow? Would your organization have the documentation and systems in place to ensure a smooth transition?

Join Nonprofit Leadership Initiative (NPLI) for a focused, two-hour roundtable discussion designed specifically for nonprofit leaders. Together, we’ll explore how documentation and standard operating procedures (SOPs) can strengthen your organization’s readiness for leadership transitions.

PARTICIPANTS WILL WALK AWAY WITH: 

• A clear understanding of what needs to be documented (and why)
• Peer-tested tools and templates to get started
• Insight from real-world examples – what works, what doesn’t
• An action plan you can implement immediately

WHO SHOULD ATTEND: 

Nonprofit leaders and board members serving a nonprofit located within NPLI’s service area.

This is a space for nonprofit leaders and board members to learn and have open dialogue. Attendance is capped at 30 people to provide time and space for authentic, peer-to-peer sharing.

ABOUT THE FACILITATORS:

This Succession Planning roundtable will be facilitated by Andrea Peterson and Amanda Barth from NPLI!

Andrea (she/her) is a mission-driven nonprofit leader and the Program & Communications Manager of NPLI, where she leads efforts to strengthen nonprofit leadership through education, peer learning, and strategic collaboration. With a background in project management and compliance, Andrea brings a systems-thinking approach to the development of standard operating procedures and document retention strategies, ensuring organizations have the structure needed to support sustainable growth. Her work is grounded in practical experience and driven by a passion for building strong, resilient organizations. 

Amanda (she/her) is a dedicated nonprofit professional with a strong background in operations, administration, and program support. As the Administrative & Program Specialist of NPLI, she plays a key role in coordinating leadership development programs and supporting nonprofit leaders throughout the greater Fox Valley region. With experience in higher education, community engagement, and organizational systems, Amanda brings a thoughtful, detail-driven approach to her work, particularly in developing and maintaining documentation, processes, and behind-the-scenes infrastructure that allows nonprofits to thrive. Her collaborative style, commitment to excellence, and passion for supporting mission-based organizations make her an invaluable partner in capacity-building efforts. 

COST:

This is a free event, thanks to sponsorship provided by CLA, so participation is limited to nonprofits located within and primarily serving our service area (Outagamie, Calumet, Shawano and Waupaca Counties and the Neenah-Menasha area of Winnebago County).

Thank you for respecting the registration guidelines.”