EMERGENCY SUCCESSION PLAN COMPANY NAME Street Address City, State and Zip webaddress.com Version 0.0.0 00/00/0000 EMERGENCY SUCCESSION PLAN

VERSION HISTORY
VERSION	APPROVED BY	REVISION DATE	DESCRIPTION OF CHANGE	AUTHOR

PREPARED BY	TITLE	DATE
APPROVED BY	TITLE	DATE

EMERGENCY SUCCESSION PLAN TABLE OF CONTENTS

1.	RATIONALE	3

2.	PLAN IMPLEMENTATION	3

3.	PRIORITY FUNCTIONS	4

4.	SUCCESSION PLAN – SHORT-TERM	5

A.	DEFINITIONS	5

B.	TEMPORARY STAFFING STRATEGY	5

C.	ACTING APPOINTMENT	5

D.	STANDING APPOINTEES TO THE POSITION	6

E.	CROSS-TRAINING PLAN	6

F.	ACTING AUTHORITY AND RESTRICTIONS	6

G.	COMPENSATION	7

H.	BOARD OVERSIGHT AND SUPPORT	7

I.	COMMUNICATION PLAN	8

5.	SUCCESSION PLAN – LONG-TERM	8

A.	DEFINITIONS	8

B.	PROCEDURES	8

6.	SUCCESSION PLAN – PERMANENT	8

A.	DEFINITION	8

B.	PROCEDURES	8

C.	INTERIM HIRING PROCEDURE	8

D.	RESPONSIBILITIES OF THE INTERIM HIREE	8

E.	BOARD OVERSIGHT AND SUPPORT TO THE INTERIM HIREE	8

7.	APPROVALS AND MAINTENANCE OF RECORD	8

A.	EMERGENCY SUCCESSION PLAN APPROVAL	8

B.	SIGNATORIES	8

C.	MAINTENANCE OF RECORD	8

D.	FINANCIAL CONSIDERATIONS	8

RATIONALE

Provide the purpose of the succession plan and the plan’s objectives in the event of a planned or unplanned absence.

PLAN IMPLEMENTATION

Discuss the authorizing parties and who has been charged with the implementation of the plan terms in the event of a planned or unplanned absence.

priority functions

Identify the key functions, along with a corresponding staffing strategy.

KEY FUNCTION	STAFFING STRATEGY

SUCCESSION PLAN – SHORT-TERM

DEFINITIONS

Provide the factors that qualify a temporary absence.

temporary staffing strategy

Acting appointment

standing appointees to the position

cross-training plan

Acting authority and restrictions

compensation

board oversight and support

communication plan

Provide detailed steps for the information dissemination, along with a timeline for key events and a list of key supporters, including their corresponding communication responsibilities.

KEY SUPPORTER	COMMUNICATION RESPONSIBILITY

SUCCESSION PLAN – LONG-TERM

DEFINITIONS

Provide the factors that qualify a long-term absence.

PROCEDURES

SUCCESSION PLAN – PERMANENT

DEFINITIONS

PROCEDURES

interim hiring procedure

responsibilities of the interim hiree

board oversight and support to the interim hiree

approvals and maintenance of record

EMERGENCY SUCCESSION PLAN APPROVAL

Describe the approval process, the timeline for review and amendments, and the parties responsible.

SIGNATORIES

Designate who will sign the plan and who will have signature authorization for checks and contracts.

maintenance oF record

financial considerations

List who will be responsible for the finance review, and provide procedures for the financial access approval.

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