Proactive Exit Planning

Helping a transitioning leader (and their spouse) prepare for the next season of influence

We asked pastors to list their top 2 concerns related to succession planning. Of those who listed Proactive Exit Planning as a Top 2 Concern:

0 %
do not have a transition
or succession plan in place
0 %
rated their succession planning as "Below Average" or "Poor"
0 %
expressed an interest in resources
or help with succession planning

What's the Proactive Exit Planning conversation all about?

Exit planning for key leaders addresses two critical issues:

  1. Funding retirement
  2. Role identification

The denominational leaders of ECO Presbyterian refer to funding retirement as “future-funded ministry.” What steps can the ministry’s Board take today that will help their leaders be financially prepared for life after transition?

Role identification clarifies the role the transitioning leader will have in their next season of influence. I have yet to work with a ministry leader that expects to “retire.”

Funding retirement and role identification are often significant sources of stress for the transitioning leader and their spouse. Ministry Boards should consider it a priority to shepherd the souls of those who have shepherded them.

Of those surveyed, only 18% expect to fully retire, while 82% expect to continue in a part-time or volunteer role.



Navigate two sometimes difficult but necessary topics that will help your leader prepare for their next season of influence


Develop a clear strategy to address these two critical areas


Care for your transitioning pastor (and their spouse) in a way too many churches fail to do

What's Included

Practical tools

Clear examples

An overview of Sherpa's search services

Thank you...

for investing in your ministry’s ability to effectively steward key leadership transitions.

As an added BONUS, registration for the Proactive Exit Planning video coaching course also includes:

  • Emergency Transition Management
  • New Leader Hiring

Like many others, we are confident your team will find these tools helpful.

Register Now