L-147 · Worksheet 1

Succession plan

Use this worksheet to decide who will do each job, who can step in and what needs to be handed over. It belongs to the club pack for Leadership Succession Planning Workshop.

Where this idea came from

Playbook entry: L-147 · Leadership Succession Planning Workshop
Theme: Theme 4: Leadership, Culture & Club Experience · Subtheme 10: Leadership Succession
Source material: Current playbook index title and category plus an internally authored detailed-guide draft

Who will do what?

People and responsibilities
Role	What they will do	Name	Backup	When to ask the board
Board contact	Help with approval, money and difficult decisions
Person leading	Keep the work moving and tell people what is happening
Person keeping notes	Record where things started and what changed
Participant contact	Help people take part and hear their feedback
90-day review lead	Lead the final conversation about what happens next

When someone hands the role over

Decisions, risks and the next review are clear Files and access have been transferred safely Participants and partners know who to contact now

Back to the club pack

See all L-147 pages and worksheets