Leadership Transition 

CEO Transition Resource Kit

40% of new CEOs fail within the first 18 months. We’re here to change that.

Our free resource kit includes practical tools, checklists, and videos to help you navigate CEO transition.

It's built from over a decade of experience supporting organizations through transition.

Who is the kit for?

CEO transition isn't a solo act. It's a team effort. This kit includes tailored resources for each key role.

If you're asking questions like:

• What is CEO transition planning?
• How do we properly onboard a CEO?
• How do we select the right CEO and support their arrival?
• What should I do in my last months as CEO?

— this kit is for you.

What's inside the kit?

Think of this as your project guide for CEO transition — whether you’re just starting the process or already in motion.

Inside the kit, you'll find:

• A roadmap for planning and sequencing a CEO transition
• Exit and arrival checklists for the outboarding and onboarding phases
• Role-specific guidance for the board, the CEO, and senior leaders
• Downloadable tools for relationship-building and knowledge transfer
• Key insights on the emotional dynamics of transition
• Helpful tips to avoid the most common transition pitfalls
• Short video explainers to guide your team through each stage

Small Actions → Big Impact

You don’t need a big budget or a large team to use this kit. When transition is treated like a strategic project, small and consistent actions make a difference.

Get instant access to tailored videos and planning tools to help your new CEO — and your organization — succeed.