JM · Director of Ministry Transition
Let's map
everything
you carry.
This walkthrough goes through every responsibility you currently hold as Executive Director — staff, finances, programs, donors, board, and more.
For each one, you'll decide: Does it transfer to Sam, stay with you, get shared, or need a conversation?
How to use this
Work through each category on your own, or do it with someone. Add notes on anything that needs context. When you're done, hit "Generate Handoff Report" — that becomes the transfer map for you, Sam, and the board.
Everything saves automatically as you go. You can come back any time.
Everything saves automatically as you go. You can come back any time.
Responsibilities Transfer Map
Copy this and share with Sam and the board. This is the complete picture of what moves, what stays, and what needs more conversation.
0
Transferring to Sam
0
JM Keeps
Shared
0
Needs Conversation