In the fall of 2004, 1,080 nonprofit executive directors in Milwaukee, Waukesha, Washington and Ozaukee counties were surveyed in order to gather information about the potential scope and impact of executive leadership turnover over the next five to ten years, and to inform the further development of strategies to address the pending shift in leaders. Over 350 nonprofit executive directors responded to the survey.
As part of the first national study of leadership transition in the nonprofit sector, the Milwaukee survey was one of 24 conducted nationwide. The local study was sponsored by the:
Greater Milwaukee Foundation
in membership with,
Donors Forum of Wisconsin
Center for Urban Initiatives and Research
Helen Bader Institute for Nonprofit Management
University of Wisconsin-Milwaukee
in collaboration with the Annie E. Casey Foundation.
Fugenschuh, D., Smith, J. P. and Teegarden, P.H., "Leadership Change in Nonprofit Milwaukee: Making Transitions Work." [PDF] Research and Opinion, Volume 18, Number 1, April 2005. [HTML version]
Teegarden, P.H., "Nonprofit Executive Leadership and Transitions Survey 2004: Milwaukee." Managance Consulting, 2005.
Teegarden, P.H., "Change Ahead: Nonprofit Leadership and Executive Transitions Survey 2004." Annie E. Casey Foundation, 2005. [Executive Summary]
Adams, T. Departing? Arriving? Surviving and Thriving: Lessons for Executives [PDF]. Silver Spring, MD: TransitionGuides.
Adams, T. When the Boss Bails, Surviving - and even thriving - after a change in leadership [PDF]. Silver Spring, MD: TransitionGuides.
Axelrod, N.R. 2002. Chief Executive Succession Planning: The Board's Role in Securing Your Organization's Future. BoardSource.
Bridges, W. Managing Transitions: Making the Most of Change. Boston: Perseus Publishing, 1991.
Gilmore, T. Making a Leadership Change: How Organizations and Leaders Can Handle Leadership Transition Successfully. Author's Choice Press, 2003.
Davis,Jeri. Changes at the Top: Are You Ready?, 2006.
Howe, F. 2003. The Nonprofit Leadership Team: Building the Board-Executive Director Partnership. Jossey-Bass.
Lubar Price, M. Emergency Succession Planning for Nonprofit Organizations, Wisconsin Philanthropy News, Volume V Issue 3, 2005.
Lubar Price, M. Succession Planning and Sustainability of Nonprofit Organizations, Wisconsin Philanthropy News, Volume VI Issue 1, 2006.
"Managing Executive Transitions: A Handbook for Nonprofit Organizations." Washington, D.C.: Neighborhood Reinvestment Corporation, 1999.
"Leadership Transitions: Critical Thresholds." The Nonprofit Quarterly, Winter, 2002.
Peters, J. and Wolfred, T. Daring to Lead: Nonprofit Executive Directors and Their Work Experience. San Francisco: CompassPoint Nonprofit Services, 2001.
Pidgeon, W.P. 2004. The Not-For-Profit CEO: How to Attain and Retain the Corner Office. John Wiley & Sons.
Readington, E. and Vickers, E. "Following the Leader: A Guide for Planning Founder Director Transition." Leadership Report No. 1. Columbus: The Academy for Leadership and Governance, 2001.
Sessa, V.I. and Taylor, J.J. 2000. Executive Selection: Strategies for Success. Jossey-Bass.
Tierney, Thomas J. The Nonprofit Sectors Leadership Deficit.[PDF] Bridgespan.
Weisman, Carol and Goldbaum, R.I. 2004. Losing Your Executive Director Without Losing Your Way: The Nonprofit's Guide to Executive Turnover. Jossey-Bass.
Wolfred, T. Stepping Up: A Board's Challenge in Leadership Transition. San Francisco: CompassPoint Nonprofit Services, 2006.
Wolfred, T. Daring to Lead. San Francisco: CompassPoint Nonprofit Services, 2006. http://www.compasspoint.org/daringtolead2006
Executive Transitions Monograph Series (4 Volumes)
Volume I
Capturing the Power of Leadership Change [PDF]
by Tony Adams, TransitionGuides
Volume II
Interim Executive Directors, The Power in the Middle [PDF]
by Tim Wolfred, CompassPoint
Volume III
Founder Transitions: Creating Good Endings and New Beginnings [PDF]
by Tom Adams, TransitionGuides
Volume IV
Up Next: Generation Change and the Leadership of Nonprofit Organization [PDF]
by Frances Kunreuther, Building Movement Project
Compass Point Nonprofit Services provides access to research and articles on executive transitions, as well as templates for emergency succession plans and interim executive director job descriptions.
TransitionGuides offers "transition tips" for departing executives, boards and arriving executives, along with a quarterly on-line newsletter offering step-by-step guidance on nonprofit executive transitions.
Nonprofit Portal of Greater Milwaukee the "online" grapevine" for Milwaukee-are nonprofits, with timely, easy-to-access management resources.
January, 2006
The Greater Milwaukee Foundation granted a $40,000 gift over two year to fund the Executive Transition Initiative Program (ETI) in Wisconsin.
An article on Planning Successful Successions [PDF] appeared in the January 12, 2006 publication of The Chronicle of Philanthropy.
February, 2006
ETI featured in the February 2006 edition of Milwaukee's Magazine's Charitable Events Guide. [PDF]
March, 2006
The Faculty Nonprofit Research Grant program sponsored by the Knowledge Management component of the Helen Bader Institute for Nonprofit Management at UW-Milwaukee has received a $5,000 grant to fund a research assistant, travel and research material for the study of "Successful Executive Transition in a Nonprofit Organization: A Case Study of Pearls for Teen Girls"
Upcoming Conferences and Events
There currently are not any upcoming events, but please check back soon for more!
Mindy Lubar Price, ETI Project Manager
Mindy.ETI@dfwonline.org
Amy John, ETI Project Assistant
Amy.ETI@dfwonline.org
Learn More
If you would like to be added to the ETI listserv to receive updates and notification about upcoming ETI events, please send an email to Amy.ETI@dfwonline.org
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