Succession Resident

Succession Planning Residency & Resources

NOTE: AGRiP’s Succession Planning Residency is undergoing a shift to best meet member pool needs in 2021 and deliver top executive resources in place of the now-canceled CEO Institute. This page will be updated shortly with more comprehensive information.


Pooling is set to experience a wave of upper-tier retirements in the coming years. In addition, the COVID-19 pandemic illustrates new risks to present-day pool operations, including the possible need for emergency transfer of knowledge.

Whether planning for a known retirement or managing an unexpected change in leadership, pools should be familiar with succession planning concepts and tools to mitigate talent risks.

AGRiP Resident Steve Trautman is helping member pools with succession planning for CEOs, first-tier managers and governing body members. Through his residency, you can: 

  • Watch a webinar (recorded in Aug. 2020) to help you prepare to conduct emergency knowledge transfer
        • Participate in virtual coaching sessions to implement a Knowledge Silo Matrix and Skill Development Plans within your pool. These sessions include:
          • Templates for both tools
          • Two hours of virtual coaching with Steve’s team and AGRiP to implement the tools (for up to five participants from your pool) 
          • A copy of Steve’s books: Do You Have Who It Takes? and Teach What You Know
            Virtual coaching is available for $1,000. Contact us to engage this service.

        • Receive in-depth succession planning support and consultation at an AGRiP member discount. Under customized consulting engagements (with optional AGRiP participation), Steve and his team will work directly with your pool to develop and implement comprehensive succession and development plans as well as successfully execute knowledge transfer.

          Contact us to engage this service. 

        Resources will appear on this page as they become available throughout 2020 and 2021. Contact us with any questions about this residency.


        Steve Trautman Governance Conference 2020 Keynote

        Webinar: Emergency Succession Planning

        Steve Trautman

        2020–21 Succession Planning Resident

        As Succession Planning Resident, Steve Trautman helps pools adequately plan for succession of key organizational leaders and transfer knowledge that’s critical to pool operations. To do this, Steve uses his experience as a talent risk management expert and his practical, data-driven ideas on knowledge transfer. Steve is the principal and founder of The Steve Trautman Co. and has written three books, including Do You Have Who It Takes? Managing Talent Risk in a High-Stakes Technical Workforce.