Cultural Stewardship Succession Planning Initiative Legacy Binder

This document contains a series of templates & worksheets meant to capture
critical information to support Succession Planning and knowledge transfer
efforts at cultural organizations.

The binder is separated into three sections that each address a different
aspect of Succession Planning. The first two sections mainly deal with
Succession Planning on an individual level and focus on documenting the
processes, responsibilities, and knowledge needed to execute your specific job
duties. The third section looks at more broadly at Succession Planning as an
organizational practice and may require or benefit from executive/board input.
While some of the templates can be completed in advance of expected
transition, there are several that will be most useful when information is
recorded on an ongoing basis. They do not need to be completed in order of
their place in the binder; rather, feel free to prioritize based on the needs of
your position/organization.

This document may be printed and assemble as part of a physical “legacy
binder” or you may wish to complete and save the templates digitally (each
formatted as a fillable PDF) within a central folder. Either way, you will want
to make sure that those who can benefit from this information are aware of its
location and have easy access.

Feel free to adapt any of these templates to a different form or format to fit
your needs and add to your binder or folder along with any other
supplemental information you think would be helpful.