Our board director succession strategy: Building high-performing governing bodies

Whether you're managing planned retirements, seeking to diversify your board composition, or preparing for unexpected transitions, our board succession consultants provide the expertise and guidance you need to maintain governance excellence through every transition. Because thoughtful board succession planning doesn't just protect what you've built—it strengthens your organization's ability to navigate what comes next.

Our strategic methodology identifies exceptional board directors who bring complementary expertise and fresh perspectives to drive organizational excellence:

Step 1: Situation calibration and initial discussions
We conduct thorough engagement and situation assessment, clarifying roles and responsibilities, planning timing, and understanding your company's strategic context and challenges while defining the skills and experiences needed for the director position.

Step 2: Define the talent pool
Through initial candidate identification, we develop position descriptions for each profile, identify prospects, and refine prospect lists through collaborative processes with the search committee, providing both expected and innovative candidate suggestions.

Step 3: Selective discussions with candidates
We vet each candidate to determine required skill sets and evaluate their degree of potential fit, meeting with the search committee to discuss interested prospects and narrowing the pool to those the committee wishes to interview for the position.

Step 4: Assessment of candidates
The committee meets with qualified candidates, creates a final shortlist, and continuously provides new candidate suggestions as others may withdraw from the search process.

Step 5: Decision and appointment
We conduct extensive referencing, perform appropriate background checks through third parties, determine internal and external communication strategy, and provide feedback to ensure a smooth transition onto the board.

By planning ahead, you gain the ability to thoughtfully shape your board's composition to meet the complex challenges facing your organization. Grounded in our research on global governance trends, we connect you with board directors who bring the expertise, judgment, and commitment essential for effective oversight.