The first phase of working with an interim director for your nonprofit begins with an assessment and diagnosis of your current state.

Whether you are a new organization that needs its first interim director or you need one to step in until a new director is found, an interim director can help transform your nonprofit into one with a sustainable future.

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After a thorough assessment, it’s time for implementation, which consists of planning, intervention, and succession.

In the planning phase, it’s time to put into action the scope of work outlined in the initial phase. A work plan is developed that defines objectives, benchmarks, action items, timelines, and expected outcomes.

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This is the final phase of an interim executive’s role and one that will bring great value to your organization for many years to come.

In this stage of the process, it’s time to put to work everything that has been created and implemented so that your organization can find the ideal executive director for your nonprofit,

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During this stage, the interim director will complete a comprehensive review of your nonprofit’s operations and identify how to position your organization for executive management or find a new director, looking at your current structure and how to alleviate gaps and challenges.

Key Areas for the Assessment: 

  • Managing the human capital: a look at your resources and how they work together in your organization and how they are managed, determining what’s working and what could be improved.
  • Ensuring fiscal accountability: being financially responsible is vital for any nonprofit, so it’s important to assess this and derive plans for enhancement.
  • Advancing organizational governance: how well is the current governance working? What components need attention and why?
  • Leading a managed professional organization: what does leadership mean to the organization and how will it help guide your nonprofit in the years to come? Why does your organization need professional management?
  • Providing good programming: understanding what good programming looks like and how to achieve it.

This first phase is critical to laying the foundation for implementation. The assessment is more than just a basic health check of your organization. Its goal is to really define the scope of what an interim director can facilitate once on board.

After the completed assessment, the diagnosis of gaps and opportunities is created. This is a roadmap of how an interim director will immediately impact the organization and the expected results of engaging this role.