July 25, 2022

10:00 am - 11:00 am PT | 1:00 pm - 2:00 pm ET


Transitions create disruption whether it is the role of a development director, executive director, program, or communications staff. In the past year, organizations learned the term "the great resignation" and saw many employees depart for new positions. Your organization needs to be prepared for smooth staff transitions and onboarding, whether it is the role of a development director, executive director, program or communications staff. Smooth transitions and onboarding are key to the continued successful delivery of programs and services. In this workshop, we will dive deep into the processes from creating systems to knowing what employees do in their day-to-day tasks to building your own leadership pipeline and a successful onboarding process for new employees. 

Who Should Attend?

Professionals looking to improve their staff transitions and onboarding processes and continue to successfully deliver programs and services.

What The Training Will Cover

  • Project and program management systems to implement now to prepare for staff transitions 

  • Onboarding processes to adequately support new staff so they can thrive in the role whether it is understanding daily tasks, partnerships, and the nuances of the organization to feel confident and find their own voice in their role

  • Understand how to build a leadership pipeline in your organization so even if transitions occur you could potentially tap from within for positions.


Premier Members






Additional Information

This workshop is recorded. It is best to attend live but if you miss the live workshop, you can watch the recordings and then reach out to the instructor with any follow up questions. After the conference, attendees will receive recordings and materials from the workshop.

Looking to register 3+ people? Email us at to receive $5 off per registration!

Please Note: We do not offer any other discounts for this training other than the member rate. 


Some of our favorite books and articles on adult education, facilitation, and training;  
  • Flow: The Psychology of Optimal Experience 
    Csikszentmihalyi, M. (1990), New York: Harper & Row

  • Pedagogy of the Oppressed 
    Freire, P. (1996), London: Penguin

  • Teaching Naked: How Moving Technology Out of your College Classroom Will Improve Student Learning 
    Bowen, J. A. (2014), San Francisco, Calif: Jossey-Bass

  • Teaching to Transgress: Education as the Practice of Freedom
    Hooks, B. (2017)

  • The Adult Learner 
    Knowles, M. S., & Holton, E. F. (2015), London: Routledge

  • Visual Meetings: How Graphics, Sticky Notes and Idea Mapping Can Transform Group Productivity
    Sibbet, D. (2013), Hoboken, N.J: Wiley

  • Tips & tools: The Art of Experiential Group Facilitation 
    Stanchfield, J. (2007), Oklahoma City, OK: Wood 'N' Barnes Publishing

  • Thinkertoys: A Handbook of Creative-Thinking Techniques 
    Michalko, M., & cloudLibrary. (2017), S.l.: Random House