Succession Planning Service
Protect Your Mission — Before the Transition Happens.
Leadership transitions are among the most disruptive — and most predictable — events in an organization's life. When they're planned for, they can become a catalyst for strategic renewal, stronger bench depth, and renewed staff confidence. When they're not, they create costly disruptions, talent flight risk, and governance strain that can take years to recover from. Our Succession Planning service helps nonprofits, schools, and social impact organizations move from informal, personality-dependent succession to a proactive, structured leadership plan that protects your mission, your people, and your organizational momentum.
Using a phased approach, we identify critical roles, assess your current leadership bench, and map future leadership needs. We help you build a robust, diverse pipeline of internal successors — and be honest about where external talent may be needed — so you can navigate both planned and unexpected departures with confidence rather than crisis. Throughout this process we show up as collaborative partners: facilitating sensitive conversations, designing agile tools, and supporting the change management work that makes leadership transitions strengthen rather than fracture culture.
What differentiates Edgility here is the combination of executive search expertise, compensation knowledge, and succession design under one roof. We understand not only who your next leaders need to be, but what you'll need to pay to attract or retain them — and how to build the internal development pathways that reduce the need to go external.
Who We Partner With on Succession Planning
- Boards, board chairs, and board committees responsible for CEO/ED/Head of School oversight and long-term organizational health, who need a trusted partner to guide an equity-centered succession process.
- Executive Directors/CEOs and Heads of School who want to steward their organizations well — planning for their own transitions, building a strong bench, and reducing risk for staff and community.
- Talent leaders who oversee leadership development and internal mobility and need a structured, data-informed view of current and future leadership capacity.
- Growing organizations facing rapid change, new strategic directions, or founder/long-tenured leader transitions who need to minimize disruption for staff and stakeholders.
Our Process for Succession Planning
1
INTERNAL DISCOVERY
We engage board leaders, executives, and key stakeholders to clarify strategic objectives, identify critical roles, and understand your culture and future direction; we review artifacts such as org charts, strategic plans, KPIs, and job descriptions and synthesize insights into a findings report.
2
TALENT SKILLS ASSESSMENT
We design and apply a leadership skills assessment to your current team, analyze bench strength and readiness, and deliver a talent gap analysis that highlights potential successors, development needs, and structural gaps.
3
PROGRAM DESIGN AND IMPLEMENTATION SUPPORT
We co-create a practical succession plan and implementation roadmap, including planning tools, templates, and implementation planning coaching calls, so your team can roll out and sustain the new succession practice with confidence.
Omar Carrera
CEO
Danielle Pointdujour
Human Resources Officer, Urgent Action Fund
Willa Marth
Chief Diversity and Inclusion Officer, Planned Parenthood of Southern New England
While Planned Parenthood of Southern New England (PPSNE) has worked to increase racial equity internally and externally, the racial reckoning of 2020 illuminated the need to ask ourselves what more we can do. With Edgility's methodology, we had clear data points and recommendations to create a plan internally to address any wage gaps and further our commitment to racial equity.
Sonia Dominguez
Chief Operating Officer, AVANCE
Erica Kashiri
Chief Operating Officer, Third Plateau
Deena Mangrum
Director of Talent Strategy, Para Los Niños
Catrina Bryant
Deputy Director, Arnold and Mabel Beckman Foundation
J.J. Lewis
Superintendent & CEO, Compass Charter Schools
Illy Askia
President & CEO, East Lake Foundation
Alicia Spurlark
Director of Operations
Empowering Organizations Through Holistic Talent Management
Organizations that invest in comprehensive talent management experience lower turnover, higher employee engagement, stronger teams, and improved overall performance. Effective talent strategies are essential for organizations aiming to achieve meaningful impact and advance their mission. Here's where we stand.
97%
CLIENT SATISFACTION RATE
Our clients appreciate our team's dedication to delivering exceptional service and exceeding their expectations every step of the way.
93
NET PROMOTER SCORE
We outperform the industry average net promoter score of 48 by more than 65%—demonstrating our commitment to customer happiness.
100%
WOULD WORK WITH EDGILITY AGAIN
And many of them do! Over three-quarters of our clients have worked with us more than once or came from a client's recommendation.

