Succession Planning Beyond the Binder – Building Leaders Before You Need Them with Jerry Nelson

The worst time to think about succession is when your organization is already in crisis. In this episode, Scott and Scott sit down with succession planning expert Jerry Nelson and ServiStar’s Peter Tyson to unpack what the NCUA succession planning rule really means for credit unions. Too many organizations believe having “a name” is the same as having a plan. It is not. Real succession planning develops leaders years before transition happens. Jerry shares practical strategies from his NEXT Method to help boards and CEOs move beyond gut feelings and create measurable leadership readiness. From scorecards and executive demeanor to culture fit and bench strength, this conversation challenges leaders to protect the mission by preparing the next generation before they are needed.  In this episode we talk about and answer these questions:  • what problem is the NCUA trying to solve with succession planning requirements  • why having a replacement name is not the same as having a development plan  • how can boards and CEOs evaluate future leaders beyond technical performance  • what should be included in a succession scorecard for executive readiness  • how often should succession plans and leadership evaluations be reviewed  • how do Target Leadership tools help leaders build executive presence and culture fit