A Governance-Focused Perspective for Boards of Directors

Leadership transitions are among the most important responsibilities a board of directors faces. Whether prompted by a planned retirement, organizational growth, or an unexpected departure, executive transitions require thoughtful preparation, clear governance, and disciplined decision-making.

This guide outlines the timeline boards should consider when planning for leadership succession, from advance retirement discussions to executive search execution, onboarding, and long-term talent pipeline development.

What’s Inside

  • The typical timeline for executive succession and leadership transitions
  • Key board responsibilities before, during, and after a leadership search
  • Considerations for selecting and working with an executive search provider
  • How compensation strategy supports succession planning and talent retention
  • Governance practices that help organizations navigate leadership change with greater confidence and continuity

Download the guide to gain practical insights into the succession planning process.

This field is for validation purposes and should be left unchanged.
How else can we be of assistance?(Required)
By requesting additional information, you will be added to our email list. You can unsubscribe from CBIZ emails at any time. For more details, please read our Privacy Policy.