Getting a smooth flow of prepared successors requires developing future leaders from within.

36 months out Board educations session on succession planning
30 months out
(no less than 24 months)
  • Organizational alignment assessment
  • CEO star performer role profile development
  • Compensation philosophy
  • Internal candidate development (leadership development plans / C-Yourself leadership program)
  • Board update
9 months out
(no less than 6 months)
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Is your credit union on track with Succession Planning?  To start mapping your plan, email us at or call 800.574.8877.

CEO Succession Planning

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