Retirement and Succession Planning Resources for AEs
There are two succession scenarios: 1) a planned departure, such as retirement or accepting another job; 2) an unplanned departure. Since it can take six to nine months (or longer) to find a replacement AE, it is incumbent upon the Board of Directors to act quickly and with certainty to continue the association’s service to the members. A succession plan can help the Board of Directors do just that.
The following resources can help association staff in their succession planning, whether it is a planned departure -- such as an AE retiring or resigning -- or an unplanned departure.
- Checklist for Retiring AEs (PDF: 9KB)
- Succession Planning Checklist for REALTOR® Associations (PDF: 382KB)
- Guide for Succession Planning from Robert C. Harris, CAE (PDF: 1.26MB)
- Local Association Operational Grid (PDF: 30KB)
This section of the HR Toolkit is of use to AEs and association leadership alike.
View HR Toolkit - For Association Leadership to see more.