More Than A Handoff – The Work Behind Successful Leadership Transition

Last weekend, my favorite church in West Texas commissioned a new Senior Pastor. I know these people personally, which made the moment especially meaningful to me. The outgoing Senior Pastor isn’t retiring or stepping away from ministry. In fact, he is preparing to spend more of his time doing missionary and crusade work around the world and will take on the role of Founding Pastor. The new Senior Pastor is his son, who has been part of the ministry for most of his life.

If you stop the story there, it would be easy to make some assumptions. Father starts a church. Son grows up in the church. Father eventually hands the church to his son.

But that would miss what I think is the most important part of the story.

This transition has been years in the making. It was announced several years ago, and since then they have been preparing the incoming pastor, the staff, the congregation, and, I would argue, the outgoing pastor as well.

Watching it happen made me think about how we approach succession planning in organizations, because too often what we call succession planning is really replacement planning. Someone announces they are retiring, or a senior leader takes another job, or a key person leaves unexpectedly. Then we ask, “Who can take their place?”

That is very different from what happened here.

Succession starts long before the title changes

One of the things that impressed me most was simply the amount of runway they gave themselves.

The experts at Korn Ferry describe CEO succession as a process rather than a single event. They note that developing internal successors can take years and that, ideally, succession planning begins as soon as a new CEO is appointed.

That may sound excessive until you think about what real readiness requires.

The new Senior Pastor did not become a leader last weekend because someone put a title in front of his name. The title followed years of preparation. He had time to grow into greater responsibility. The congregation had time to build trust in him. The staff had time to experience his leadership. And everyone had time to get used to the idea that one day the person leading the church would change.

Authority can be transferred pretty quickly. Trust usually cannot.

That’s one reason succession planning has to begin long before a vacancy exists. The work is not simply identifying someone who could do the job. It’s providing the experiences and development they need while helping them build the relationships and credibility that will prepare them for the role.

Potential and aspiration are not the same thing

There is another part of this story that I find especially interesting.

The incoming pastor did not grow up dreaming about someday taking over his father’s church. At one point, he wanted to be a banker. As he has told the story, bankers made more money.

Over time, though, he became convinced that God was calling him to ministry and to this church. Ultimately, he decided he would rather be obedient to that calling than follow the direction he might have chosen for himself.

Obviously, that part of the story is specific to a church and to faith, but there is a leadership lesson underneath it that applies almost anywhere.

We sometimes identify someone as a successor without ever stopping to ask whether that person actually wants the job. We see their ability. We see their potential. And we imagine where they could go next. But they may see something completely different.

Maybe they do not think they are qualified. Maybe they do not believe they deserve the opportunity. Or maybe they have watched the person currently doing the job and decided the stress, hours, politics, or sacrifice are not worth it.

Potential is not the same thing as aspiration.

The Society for Human Resource Management (SHRM) makes a similar distinction in its succession guidance, emphasizing both readiness and willingness. A person can be ready for a role and still be unwilling to move into it. SHRM has also advised organizations to understand a high-potential employee’s career aspirations before formally identifying that person as a successor.

That means one of the most useful succession conversations may not be, “How do we get this person ready?”

It may be, “Does this person actually want where we think they should go?”

Those are very different conversations.

The outgoing leader has succession work to do too

We spend a lot of succession planning time thinking about the next leader. Are they ready? What do they need to learn? What experiences are missing? Who should mentor them? All of these are important questions.

But the current leader has some work to do too.

For someone who has built an organization, led it for decades, and become deeply identified with a particular role, letting go can be difficult. The role may be wrapped up in identity, purpose, relationships, status, and daily rhythm.

Who am I if I am no longer the CEO, the founder, the Senior Pastor, or the person everyone comes to for the final decision?

Sometimes the biggest barrier to succession is not finding someone capable of taking the role. It is helping the current leader imagine a meaningful future that does not depend on continuing to hold it.

SHRM identifies this as a real challenge in succession work, including leaders who are uncomfortable planning for a successor or reluctant to leave because they want to maintain control over their legacy.

I had breakfast with the Founding Pastor just a few days before the commissioning, and he said something that stayed with me. We were talking about different stages of life and leadership. Early on, he said, we spend a lot of time learning and being trained. Then comes a season when we apply what we have learned through the work itself. And eventually there is a season of imparting, where we begin giving others not only what we were taught, but what years of experience have taught us as well.

I loved that.

It is also a good way to understand what is happening in this transition. He is not retiring from leadership. He is moving into a different expression of it. Releasing the Senior Pastor role gives him the capacity to impart what he has learned much more broadly.

That raises a different question for later-stage leaders. Instead of asking, “Who am I if I am no longer doing this?” perhaps the better question is, “What does leadership look like in this next stage of my life?”

Letting go does not mean the end of contribution. It’s actually what makes the next contribution possible.

Succession can be expansion, not replacement

This may be the biggest lesson I took from watching the transition.

There are times when a senior leader may be ready for a different kind of contribution, but the organization cannot access that contribution because the leader is still carrying too much of the old role.

That appears to be exactly what was happening here.

The Founding Pastor feels called to spend more time doing missionary and crusade work around the world. There is simply no way to take that on fully while also carrying the responsibility of Senior Pastor. So this transition is not really about replacing him. It is about expanding the ministry’s leadership capacity.

One leader can now focus on leading the local church. Another is freed to take what he has learned and experienced into a much broader, literally global, ministry. The ministry did not simply replace one leader with another. It created room for two leaders to contribute in different ways. That is an important way to think about succession.

We tend to frame succession conversations around a vacancy. Who will replace her? Who takes over when he retires? Who is next in line? But there may be a better question: What could become possible if we expanded leadership capacity instead of simply replacing leadership?

The Center for Creative Leadership has been pushing succession thinking in a similar direction, describing a move from “naming the next leader” toward “building the next generation.” SHRM has made the capacity point even more directly, noting that robust succession planning gives leaders back capacity.

That is exactly what I saw here. Succession created capacity for the incoming leader to fully lead and capacity for the outgoing leader to contribute in a broader way.

A name in a box on a succession chart is not much of a succession strategy. Developing people is. Preparing them for responsibility is. Giving them meaningful experiences before they need them is. Having honest conversations about whether potential successors actually want what we envision for them is. And helping the current leader see that releasing a role does not necessarily mean becoming less relevant may be just as important.

The whole organization has to make the transition

There is one last part of this story that I do not want to overlook.

They did not only prepare two pastors. They prepared a church.

The congregation knew this was coming. The staff knew. People had time to watch the new Senior Pastor lead before the transition became official. And they had time to adjust to the idea of someone different carrying the responsibility.

That matters because leadership transitions change more than an organizational chart. Relationships change. Expectations change. Decision-making changes. People wonder what will stay the same, what will be different, and how it will impact them personally.

Even when the successor is well known, the role itself changes the relationship.

Korn Ferry makes a related point in its work on CEO succession: even internal successors need intentional onboarding and transition support. Familiarity with the organization does not mean someone has already occupied the role.

The congregation knew the incoming pastor. But knowing him as a pastor and following him as the Senior Pastor are not exactly the same thing. They needed time to make that transition too.

That is one of the things I think this church did especially well. They did not treat succession as a private transaction between two leaders. They treated it as a change the whole organization would need time to absorb.

More than a handoff

As I’ve watched this transition develop and finally take place, I’m convinced it is one of the better examples of succession planning, leadership development, and change management I have seen in a while. Not because everything happened perfectly. I am sure there were difficult conversations, doubts, adjustments, and probably a few uncomfortable moments along the way that I never saw.

What impressed me was the intentionality.

The next leader was developed before he received the title. His willingness mattered, not just his potential. The outgoing leader was not simply figuring out how to leave; he was preparing for a different season of contribution. The staff and congregation had time to prepare. Trust had time to develop.

And the goal was not simply to replace one leader with another. It was to create more leadership capacity for what comes next.

Maybe that is one of the better ways to think about succession planning.

Not simply, “Who replaces the person we have?” But, “What leadership will we need next, and how do we start preparing for it now?”

In my view, the best succession plan does not leave you with the same amount of leadership capacity you had before.

It leaves you with more.

headshot of author

Pete Premenko

Founder & Principle Consultant, Phronesis Group LLC
References

Center for Creative Leadership. “Succession Reimagined: From Naming the Next Leader to Building the Next Generation.”
https://www.ccl.org/newsroom/news/ccl-launches-succession-reimagined-program/

Korn Ferry. “Guide to CEO Succession Planning.”
https://www.kornferry.com/insights/featured-topics/leadership/guide-to-ceo-succession-planning

Korn Ferry. “New Korn Ferry Study Finds CEO Transitions Are Outpacing Succession Readiness.”
https://www.kornferry.com/about-us/press/new-korn-ferry-study-finds-ceo-transitions-are-outpacing-succession-readiness

SHRM. “The Big Question: Creating Succession-Ready Leaders.”
https://www.shrm.org/in/executive-network/insights/people-strategy/big-question-creating-succession-ready-leaders

SHRM. “Succession Planning: Set Your Organization Up for Success.”
https://www.shrm.org/topics-tools/news/organizational-employee-development/succession-planning–set-your-organization-up-for-success

SHRM. “Avoid Critical Succession Planning Mistakes That Could Cost Your Organization.”
https://www.shrm.org/enterprise-solutions/insights/avoid-critical-succession-planning-mistakes-that-could-cost