The contingency inventory is essential to the transfer of key knowledge in your organization. It’s a document that is updated regularly with critical information and made available to anyone at the senior leadership level. It provides a reference document for a variety of critical positions and ensures that important information is transmitted to employees who move into new positions through succession management processes. This information may also be required for a variety of other reasons, including unexpected employee departures.

The goal of succession planning is to introduce and maintain a culture of leadership continuity within your organization. Succession plans are critical to the success of your organization and should provide for a process that recognizes, develops and retains leadership talent. Organizations often create a succession plan outlining the process for retaining, developing, and/or replacing position within the organization.

SOAR is a way to set goals based on the organizational practice of Appreciative Inquiry (AI). This vision-based approach of open dialogue invites organizational members to learn and value their personal histories, the history of their organization and its culture. The AI approach allows them to:

  • Build on their strengths (the positive core).
  • Discover opportunities.
  • Visualize goals and strategic alternatives.
  • Identify enabling objectives.


Capturing the key elements of a strategic plan on one page is a critical tool for not-for-profit organizations. A one-page strategic plan can support leaders to mobilize support for the organization, communicate goals with a broad array of stakeholders, and guide decision-making at all levels of the organization.


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