Build a Leadership Bench Your Board Can Believe In.
Download your complete Succession Planning Toolkit
Technical competence fills a role, but emotional intelligence, communication, and adaptability sustain a culture.
Leadership transitions shouldn’t threaten stability — they should strengthen it.
The Succession Leadership Development Toolkit gives community banks a practical, regulator-ready roadmap for identifying, developing, and empowering your next generation of leaders.
Developed specifically for community banks, this toolkit blends proven leadership science with community-bank culture. You’ll find structured templates, coaching tools, and dashboards designed to make your board’s succession conversations smarter, faster, and more effective.
What’s Inside
MBTI Reflection Worksheet
Build self-awareness across your leadership team. Help potential successors understand their decision-making and communication styles — and how to flex under pressure.
EQ Coaching Tracker
Turn emotional intelligence into a measurable skill. Track progress in self-regulation, empathy, and influence with a simple coaching template that supports quarterly board reviews.
Kouzes & Posner IDP
Move from theory to behavior. Use the Five Practices of Exemplary Leadership to create development plans rooted in real-world leadership actions that build trust and inspire teams.
Leadership Readiness Dashboard
Translate leadership growth into data the board can see. Monitor readiness levels, track EQ progress, and visualize your succession pipeline — all in one editable Excel dashboard.
Why It Works
Designed for community banks — simple, scalable, and examiner-friendly.
Behaviorally grounded — integrates MBTI, EQ, and Kouzes & Posner’s research.
Actionable — includes ready-to-use forms, coaching templates, and board dashboards.
Board-aligned — supports FDIC/OCC expectations for management continuity.
Download the Editable Toolkit
Everything you need to launch a structured succession-readiness program.
Download the Leadership Dashboard
Track successor readiness and leadership growth at a glance.
Contact Us
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