1. Successful Succession Planning: A Leadership Development Webinar
Loyda Sequeira-Castillo
Dr. Barbara Gannon

2. The Board of Directors’ Role in Succession Planning
Loyda Sequeira-Castillo
Board Secretary Washington Metropolitan Area Transit Authority
Washington, DC

3. The Board of Directors’ Role in Succession Planning:
Dr. Barbara K. Gannon
Principal GannonConsult
Gloucester, MA

4. 2012 APTA Transit Board Member Seminar
The BOD Role in Succession Planning
Dr. Barbara K. Gannon, GannonConsult
Dr. Barbara Gannon

5. 2012 APTA Transit Board Member Seminar
Agenda
Introductions
The Current Climate: Transition and Change
The Role of a Transit Board
A Broader View of Succession Planning
Best Practices: Ensuring Successful Transitions
Comments and Questions
Dr. Barbara Gannon

6. What is the Role of the Transit Board ?
2012 APTA Transit Board Member Seminar
What is the Role of the Transit Board ?
Transit Board of Directors
Employing the CEO
Setting & Monitoring Policy
Hiring Staff
Workforce Development
Dr. Barbara Gannon

7. Role of the Board in Succession Planning: A broader view
2012 APTA Transit Board Member Seminar
Role of the Board in Succession Planning: A broader view
Board of Director Succession Planning
Workforce Planning / Succession Planning
Board Support Staff Succession Planning
CEO Succession Planning
Dr. Barbara Gannon

8. Succession Planning: A broader view
2012 APTA Transit Board Member Seminar
Succession Planning: A broader view
Board Members
What are the strategic issues facing the organization?
What is the current composition of the BOD?
How can the representation be balanced to meet the needs and to represent stakeholder groups?
What specific qualities are needed?
How are the naming bodies educated?
Dr. Barbara Gannon

9. Succession Planning: a broader view
2012 APTA Transit Board Member Seminar
Succession Planning: a broader view
The Transit Workforce
What are the factors to consider in ensuring continuity in an available workforce to deliver transit services?
How do these factors relate to current board policy or direction?
As a policy body, what kind of guidance can you provide to the CEO to enhance succession/workforce planning?
What kinds of questions might you ask a CEO candidate to understand his/her approach to succession planning?
Dr. Barbara Gannon

10. Succession Planning: A broader view
2012 APTA Transit Board Member Seminar
Succession Planning: A broader view
Board Support Staff
What role does the board support staff play?
What are the skills, qualities, and knowledge needed?
For a policy body, why is stability in this position important?
What are methods used to transition a new support staff into this important role?
Dr. Barbara Gannon

11. Succession Planning: a broader VIEW
2012 APTA Transit Board Member Seminar
Succession Planning: a broader VIEW
The CEO
Analysis: What are the strategic issues facing the organization? How has this changed?
What leadership competencies are needed today? To take the organization into the future?
What is the current thinking about succession planning and how to prepare the next levels?
Dr. Barbara Gannon

12. Lifecycle of Hiring a CEO
CEO Resigns
Transition to Interim
Board Analysis of Need
Hiring Process
Hire of CEO
Transition
Set Goals
Measure Performance
Professional Development
Recalibrate
Lifecycle of Hiring a CEO

13. Succession Planning Broaden employee perspectives:
FROM: Specialist, Analyst, Tactician, Problem Solver, Warrior, Supporting Cast
TO: Generalist, Integrator, Strategist, Architect, Diplomat, Leader
Prepare leaders to utilize emotional intelligence skills in managing themselves and others
Understand employee aspirations and career goals
Identify strategies to retain valuable employees

14. Best Practices: Ensuring successful transitions
2012 APTA Transit Board Member Seminar
Best Practices: Ensuring successful transitions
Analysis and Strategic View: Understanding the present and future needs of a company
Develop: Recognize importance of recruitment and retaining strategies; match future needs to employee aspirations/skills
Invest: Recognize the return on investment in employee development: Developing talent is a long-term investment
Prepare and develop staff in higher level leadership skills
Prepare for transitions – BOD/CEO/Key staff
Dr. Barbara Gannon

15. What is the Role of the Transit Board?
2012 APTA Transit Board Member Seminar
What is the Role of the Transit Board?
Transit Board of Directors
Employing the CEO
Setting & Monitoring Policy
Hiring Staff
Workforce Development
Dr. Barbara Gannon

16. QUESTIONS & COMMENTS At this time we are inviting… Your questions,
best practices you’ve used,
and your comments.
Please key in *1 on your telephone.

17. Contact Information
Dr. Barbara K. Gannon
Principal
GannonConsult
30 Western Avenue, Suite 209
Gloucester, MA 01930
Office:
Cell:

18. The Board of Directors’ Role in Succession Planning:
PowerPoints and audio MP3 files available to APTA members at Log-in as a member on the home page with your address and password. Help in logging-on as a member?
APTA’s Helene Brett,
Path:
Resource Library >
Professional Development >
APTA Webcasts, Webinars & Online Training >
Board Support Staff Leadership Development Webinars
URL:
Pages/default.aspx

19. The Board of Directors’ Role in Succession Planning:
Loyda Sequeira-Castillo
Dr. Barbara Gannon