Transition Documents ยท TFE 2026

Docs &
Handoffs

The complete record of this transition โ€” decisions made, responsibilities transferred, plans in place. Share these directly with Sam and the board.

Ready to Share

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Responsibilities Transfer Map ยท June 8, 2026

Responsibility Walkthrough

65 responsibilities mapped. 38 transfer to Sam, 12 JM keeps, 10 shared, 5 need conversation. Every category decided: Staff, Finance, Facilities, Programs, Donors, Board, Partnerships, Culture & Theology.

PDF ยท 291 KB ยท Completed June 8, 2026

Open PDF โ†’
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Board View ยท Live

Board Transition Status

Approved transition plan, Director of Ministry JD, compensation, and full timeline. Everything the board needs in one clean view.

Live page โ€” always current

Open โ†’
๐Ÿ‘ค

Sam Raj ยท ED Onboarding

Sam's 90-Day Plan

Five phases from Prepare through Lead. Working Genius framing, guardrails, success markers at 30/45/60/90 days.

Live page โ€” always current

Open โ†’

Coming

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In Progress

Donor Knowledge Brief

JM's answers to 12 donor Q&As โ€” funding context, origin stories, communication preferences, and intro notes for Sam.

Due June 30

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In Progress

Board & Governance Knowledge Brief

What Sam needs to know before he ever walks into a board room โ€” history, dynamics, expectations.

Due July