Sample

 Transition  Communications  Plan    

Goal:  To  support  a  smooth  transition  between  National  Church  Residences  CEOs  while  maintaining  
confidence  in  the  organization’s  leadership  among  internal  and  external  audiences.    

Objectives:    

• Display  the  confidence  of  the  board  and  current  CEO  in  the  incoming  CEO  and  the  rest  of  the  
executive  team.    
• Ensure  that  relationships  primarily  held  by  the  current  CEO  are  transferred  effectively.    
• Show  stakeholders  that  the  organization  has  a  strategic  vision  that  will  endure  through  the  
transition.    
• Express  appreciation  to  outgoing  CEO.  
• Capture  the  outgoing  CEO’s  history  in  a  manner  that  can  be  passed  through  to  future  
employees.      
• Prepare  and  execute  a  100-­‐day  plan  for  the  incoming  CEO.    

Tone:    

• Optimism  
• Enthusiasm/confidence  
• Productivity  
• Celebration  

Measurement:    A  survey  completed  by  senior  leadership  six  months  into  the  new  CEO’s  tenure.    

Timeline  

Date   Activity    
Dec.  13,  2013   Board  selects  CEO-­‐elect.  Post  meeting:    CEO  &  Board  Chair  meet  with  CEO-­‐Elect,  
and  then  senior  leaders.    
Dec.  14,  2013   News  release  and  announcement  ready  in  case  of  leaks.  
Dec.  16,  2013   Annual  senior  leadership  retreat:  Transition  plan  discussed.  
Dec.  17,  2013   New  Era  video  with  Board  Chair,  CEO  and  CEO-­‐elect  filmed.  
Key  partner  list  finalized.    
Jan.  2,  2014   Memo  to  employees  with  New  Era  video  sent  via  email.      
CEO  &  CEO-­‐elect  make  personal  calls  to  key  partners.    
Jan.  6,  2014   Letter  to  key  partners  sent.    
Mid-­‐January   Aligned  elevator  speeches  prepared  for  CEO  &  CEO-­‐elect  in  2  minute,  10  minute  and  
2014   longer  version.  
End  January  2014   Section  on  CEO-­‐elect’s  activities  added  to  Monthly  Board  Update.  
February  2014   Employee  newsletter  issued.    
February  2014   Meetings  to  begin  relationship  transfers  begin.    
   
July  2014   Professional  photography  of  CEO  and  CEO-­‐elect  together.  
CEO-­‐elect  narrates  a  video  on  what  the  organization  does  with  two  openings  shot  
identifying  him  as  CEO-­‐elect  and  as  president  and  CEO.    
Sept.  20.  2014   CEO’s  retirement  dinner  to  raise  money  for  Slemmer  Fund  for  thought  leadership  
and  education.    
Sept.  21-­‐24,  2014   A  Force  for  Good  National  Conference  held  in  Columbus  with  900  employees  in  
attendance.  CEO  opens  with  speech.    Incoming  CEO  concludes  conference  with  his  
speech,  introducing  themes  for  his  presidency.  
News  release  issued.  
Late  September   Begin  active  outreach  to  schedule  interviews  with  local  and  trade  reporters.    
2014  
October  2014   “How  I’d  Like  to  Be  Remembered”  column  by  CEO  in  bimonthly  employee  
newsletter    
November  2014   CEO  is  interviewed  for  one  hour  of  archival  footage  about  his  experience  at  the  
organization.    
Nov.  19,  2014   Joint  speech  at  Columbus  Metropolitan  Club.    
Dec.  12,  2014     Board  member:  Professional  photography  of  executive  team  with  incoming  CEO.      
Board  members  with  outgoing  CEO.    
Dec.  12,  2014   Retirement  party  for  outgoing  CEO  with  board,  employees  and  partners.    
Dec.  16,  2014   Annual  senior  leadership  retreat  at  CEO’s  home.    
December  2014   “Thank  You”  column  from  CEO  in  bimonthly  employee  newsletter    
Dec.  29,  2014   CEO  sends  out  last  board  update.  
Dec.  30,  2014   CEO  sends  out  “thank  you”  email  to  all  staff  
First  100  Days  Communications  Plan    

• Assert  your  own  agenda.    

• Put  communications  to  employees  first.  
• Tend  to  the  board.    
• Make  an  explicit  statement  of  your  values.    

Messaging  Themes  

• Mission  Forward:    Quality,  Reliability,  Safety,  Satisfaction.    

• Shared  Leadership    

Jan.  5,  2015   First  all-­‐staff  email  with  link  to  podcast.  News  release  issued.    
Welcome  message  changed  from  Tom  to  Mark  on  digital  boards.    
Jan.  12,  2015   Homefront  “The  Torch  Is  Passed”  issue  is  distributed  to  9K  mailing  list.    
Feb.  2,  2015   First  employee  newsletter  column  
Feb.  11,  2015   Speech  at  Glen  Campbell  documentary  showing.  
Feb.  16,  2015   Redesigned  board  update  from  Mark  goes  out  prior  to  his  first  board  meeting.    
April  7,  2015   Speech  at  Upper  Arlington  Rotary  Club  Roundtable.    
April  13,  2015   Speech  at  Columbus  Rotary  Club.    
April  17,  2015   All  staff  town  hall  meeting,  recorded  for  those  off  site.    
 
 Strategic Plan
2015-2020

Operational 5-Year Strategies

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