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Planning for Succession: A Case Study in Process

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National search. Administrative home - College of Education. Tenure-track position ... Established search committee. Chair and representation from College & UCEDD ... – PowerPoint PPT presentation

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Title: Planning for Succession: A Case Study in Process


1
Planning for Succession A Case Study in Process
  • Diane Nelson Bryen
  • Institute on Disabilities
  • Temple University
  • Directors Retreat
  • May 29 - June 1, 2007

2
Some Givens
  • Retire June 30, 2008
  • 5-year core grant due opportunity for
    succession planning vision successor
  • Executive Director - not from within the UCEDD
  • National search
  • Administrative home - College of Education
  • Tenure-track position
  • 1-year of transition

3
Some Guiding Thoughts
  • Succession NOT Replacement

4
What is the Difference?
  • SuccessionProcess in which communities of plant
    and animal species in a particular area are
    replaced over time by a series of different and
    usually more complex communities.
  • Replacementthe act of furnishing an equivalent
    person or thing in the place of another

5
Some Guiding Definitions
  • Succession Planninga critical task facing an
    organization planning for succession in key
    roles, e.g. the CEO or Director
  • Transition passage the act of passing from one
    state or place to the next

6
Process to Date
  • Worked with Dean, College of Education
  • Tenure-track position approval - May 2006
  • Strategic Planning for Core Grant - September
    2006
  • Vision characteristics of the next E.D.
  • Developed initial job description with management
    staff - September 2006
  • Negotiation with Dean regarding job description -
    May - December 2006
  • Established search committee
  • Chair and representation from College UCEDD

7
Process to Date Continued
  1. Applications Reviewed - January 2007
  2. Four Applicants Interviewed - February 2007
  3. Two Applicants names passed to Dean - End of
    February
  4. Faculty v. UCEDD staff??
  5. Negotiations in Deans Hands - April to date
  6. Tenure for applicant in process
  7. Plans for transition time

8
Future Some Lessons Learned
  • Tenure-track position -- changes the ground rules
    and the scope of players
  • Pace of College different from pace of UCEDD
  • Staff of UCEDD not always in agreement with
    faculty of College
  • Change??? -- Succession OR More of the Same??? --
    Replacement
  • Transition??? - Yet to be determined

9
Final Thoughts
  • Succession-planning takes time - start early
  • Include strategic planning in your annual plan
  • Focus on vision, qualities, steps
  • Work with University Administration goal
    tenure-track position
  • Plan for the slower process if tenure-track
    faculty position is the goal

10
  • Questions
  • ? ? ? ?
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