Loyda Sequeira-Castillo Dr. Barbara Gannon

Successful Succession Planning: A Leadership Development Webinar

The Board of Directors’ Role in Succession Planning

Loyda Sequeira-CastilloBoard Secretary

Washington Metropolitan Area Transit Authority

Washington, DC

Dr. Barbara K. GannonPrincipal

GannonConsultGloucester, MA

The Board of Directors’ Role in Succession Planning:

Dr. Barbara K. Gannon, GannonConsult

The BOD Role in Succession Planning

1. Introductions

2. The Current Climate: Transition and Change

3. The Role of a Transit Board

4. A Broader View of Succession Planning

5. Best Practices: Ensuring Successful Transitions

6. Comments and Questions

AGENDA

WHAT IS THE ROLE OF THE TRANSIT BOARD ?

Transit Board of Directors

Setting & Monitoring Policy

Employing the CEO

Workforce Development

Hiring Staff

•Board of Director Succession Planning

•Workforce Planning / Succession Planning

•Board Support Staff Succession Planning

•CEO Succession Planning

ROLE OF THE BOARD IN SUCCESSION PLANNING: A BROADER VIEW

• What are the strategic issues facing the organization? • What is the current composition of the BOD? • How can the representation be balanced to meet the

needs and to represent stakeholder groups? • What specific qualities are needed? • How are the naming bodies educated?

SUCCESSION PLANNING: A BROADER VIEW

Board Members

• What are the factors to consider in ensuring continuity in an available workforce to deliver transit services?

• How do these factors relate to current board policy or direction?

• As a policy body, what kind of guidance can you provide to the CEO to enhance succession/workforce planning?

• What kinds of questions might you ask a CEO candidate to understand his/her approach to succession planning?

SUCCESSION PLANNING: A BROADER VIEW

The Transit Workforce

• What role does the board support staff play? • What are the skills, qualities, and knowledge

needed? • For a policy body, why is stability in this position

important? • What are methods used to transition a new support

staff into this important role?

SUCCESSION PLANNING: A BROADER VIEW

Board Support Staff

• Analysis: What are the strategic issues facing the organization? How has this changed? • What leadership competencies are needed today? To

take the organization into the future? • What is the current thinking about succession

planning and how to prepare the next levels?

SUCCESSION PLANNING: A BROADER VIEW

The CEO

LIFECYCLE OF HIRING A CEO

• Broaden employee perspectives:

FROM: Specialist, Analyst, Tactician, Problem Solver, Warrior, Supporting Cast

TO: Generalist, Integrator, Strategist, Architect, Diplomat, Leader

• Prepare leaders to utilize emotional intelligence skills in managing themselves and others

• Understand employee aspirations and career goals

• Identify strategies to retain valuable employees

SUCCESSION PLANNING

• Analysis and Strategic View: Understanding the present and future needs of a company • Develop: Recognize importance of recruitment and

retaining strategies; match future needs to employee aspirations/skills • Invest: Recognize the return on investment in

employee development: Developing talent is a long-term investment • Prepare and develop staff in higher level leadership

skills • Prepare for transitions – BOD/CEO/Key staff

BEST PRACTICES: ENSURING SUCCESSFUL TRANSITIONS

WHAT IS THE ROLE OF THE TRANSIT BOARD?

Transit Board of Directors

Setting & Monitoring Policy

Employing the CEO

Workforce Development

Hiring Staff

At this time we are inviting…

• Your questions,

• best practices you’ve used,

• and your comments.

Please key in *1 on your telephone.

QUESTIONS & COMMENTS

Dr. Barbara K. GannonPrincipal

GannonConsult30 Western Avenue, Suite 209

Gloucester, MA 01930Office: 987.281.6512Cell: 978.290.2539

CONTACT INFORMATION

PowerPoints and audio MP3 files available to APTA members at www.apta.com. Log-in as a member on the home page with your e-mail address and password. Help in logging-on as a member? APTA’s Helene Brett, hbrett@apta.com, 202-496-4837.

Path: 1.Resource Library > 2.Professional Development > 3.APTA Webcasts, Webinars & Online Training > 4.Board Support Staff Leadership Development Webinars

URL: http://www.apta.com/resources/profdev/webinars/boardsupport/Pages/default.aspx

The Board of Directors’ Rolein Succession Planning:

Loyda Sequeira-Castillo Dr. Barbara Gannon

The Board of Directors’ Role in Succession Planning: