Helping Outgoing Executives See Their Options
Few executives want to walk away from their corporate career entirely. Most want to continue adding value. Figuring out what’s next at the end of a successful corporate career can be anything but easy. Retirement is not something everyone relishes, and many are not prepared for it. The uncertainty and unease can create significant issues, including delayed retirements, clogged leadership pipelines, the departure of promising talent and, in the worst of cases, forced exits.
We’ll create confident, intentional departures
Guiding Your Leaders Through Discovery and Activation
We believe that executives should be supported in defining their next chapter, planning a thoughtful, intentional departure, and leaving well. Providing the time, space, and sounding board to reflect, prioritize, and plan for post-career activities often provides the necessary incentive to move forward. A Legacy Planning engagement, which includes Encore Planning and Board Readiness, provides the partnership leaders need and HR professionals value.
Custom, individualized support
Supported self-discovery
Determination of ideal work-life balance
Creation of encore plan and materials
Launching their next chapter
Think of Us as Your Own Trusted Advisor
We provide custom, concierge-level support to you as well as to your transitioning executives. We’ve walked in your shoes and understand the complexities you are managing.
Care
The wellbeing of your employees is your top priority. And ours, too.
Discretion
Trust and professionalism are essential during leadership transitions.
Expertise
We’re a team of corporate executives and executive recruiters.
Value
We bring fully developed solutions to meet your challenges.
What is at stake?
Change starts by normalizing legacy planning, celebrating longevity, and putting organizational support behind valued executives as they plan their next chapter.
Working together, proactively and openly, ensures a smooth transition for the outgoing leader and the organization.
Legacy Planning provides a rewarding way to begin these often difficult, emotional conversations. Conversations that require the time many HR professionals don’t have. Our partnership keeps your team focused on core succession activities and ensures objectivity, confidentiality and peer-level support.
Our transition consultants bring an average of 30 years of human resource experience and will create a customized, high-touch engagement with guaranteed results.
It’s time to Navigate Forward.
Cathy Pace
Services: Legacy Planning
A 46-year tenure with Allegacy Federal Credit Union made Cathy Pace’s transition to retirement difficult to picture. On the advice of another recently retired CEO, she turned to Navigate Forward and began a Legacy Planning engagement that helped her create a “strategic life plan” with new ways to leverage her time, talents and passions in her next chapter.
You have questions. We have answers.
It is ideal to offer this support in the last 12 – 18 months of a leader’s corporate career.
Many companies offer this as an executive benefit/offering for any leaders above a certain age or years of experience. It can also be offered by the HR team situationally when a leader starts to inquire about their retirement package.
Yes. Legacy Planning support is incredibly valuable for CEOs. Our consultants are available to support the CEO through their transition. Many CEOs hope to make compensated board roles part of their portfolio. Board Readiness is embedded in this offering.
Yes. By ensuring the departing leader has a plan and the tools needed to look forward, succession is much more likely to be successful. The organization’s transition will also be more well-managed with these additional services for the departing leader.
Contact Us
Your needs are urgent and your time is valuable.
We’re here to help your organization navigate executive transition with ease.