L-147 · Theme 4 · Leadership Succession

Leadership Succession Planning Workshop

The club has named development actions and viable successors for critical roles.

What could this idea change?

It grows practical leadership confidence and reduces the club's dependence on a small group of experienced people.

It may suit: Current and emerging club leaders, along with the members who work with or support them.

A simple way to start

  1. Write the decision brief for Leadership Succession Planning Workshop: define which future roles need capable, willing and fairly selected people with genuine handovers, the starting evidence, people affected, local authority, resource limit, success signals and stop conditions. Who could lead it: Board sponsor and leadership-development lead
  2. Publish the capability and decision need, invite interest fairly, ask about access and workload, declare conflicts and separate development from any formal appointment. Apply this specifically to Leadership Succession Planning Workshop and record which relevant experiences or users are still missing. Who could lead it: Board sponsor and leadership-development lead with the access and privacy contacts
  3. Build and test a needs-led learning session with verified content, active practice and a real transfer task for Leadership Succession Planning Workshop; complete the Leadership Succession Planning Workshop Learning Design and Practice Sheet, rehearse the boundary wording and confirm who may decide, refer, pause, recover or close the work. Who could lead it: Facilitator, mentor or role supervisor
  4. Use real but bounded practice, observation, reflection and specific feedback; protect confidential information and keep every reserved decision with the authorised office-holder. Capture only the evidence needed to judge whether Leadership Succession Planning Workshop advances transparent leadership succession. Who could lead it: Facilitator, mentor or role supervisor
  5. Compare the evidence with the starting point, validate meaning with affected participants or users, record gaps and unintended effects and prepare a completed practice artefact, observed feedback record and application commitment without overstating what the trial proves. Who could lead it: Facilitator, mentor or role supervisor with an independent reviewer

What should we look for?

  • After 90 days, review Leadership Succession Planning Workshop. Look for likely vacancies being known early, more than one person developing relevant skills and handovers being completed before authority changes.
  • Leadership Succession Planning Workshop produces a completed practice artefact, observed feedback record and application commitment by the promised decision date, with evidence limitations, participation gaps and unintended effects stated.
  • People affected can explain the purpose, their choices, the boundary and how to raise an access, privacy, safety or governance concern.
  • The trial shows whether transparent leadership succession improved from the recorded starting point without shifting hidden workload, risk or exclusion elsewhere.
  • Every accepted action has an owner, due date and completion evidence, and the club records a reasoned continue, adapt, refer, scale or stop decision.

Before we say yes

  • Does it fit a real local need?
  • Can people take part safely and fairly?
  • Are the facts, permissions and Rotary branding right?
  • Who will lead it, and when will we review it?