Book Spotlight : Transition Plan – Chapter 5, Life After Retirement

Of the five chapters in Bob Russell’s book Transition Plan we have highlighted this week, this is my favorite.  Bob is a living example of the following principle:

Succession Planning isn’t the last great thing a leader does.  Succession Planning is the gateway to a leader’s greatest season of influence.

Bob is no longer pastoring one of the largest churches in America, but one could make the argument that he is exponentially more influential.  He has encouraged and challenged hundreds, if not thousands, of leaders in both secular and sacred organizations to have the humility and courage to transition well.

Chapter 5, Life After Retirement…

It’s been my observation that the people who plan to retire so they can fish, golf, travel and/or relax are either dead, back to work or become a pain in the neck to their former employer and family within two years. – page 90

I’m enjoying retirement because there is so much to do!  I have really had to scramble to find time to write this book.  But each morning when I get up I have something productive to look forward to.  Every project is in the area of my passion and giftedness. – page 92

Two years after I retired, I was speaking at a civic function.  A local judge seated on the platform, whom I never had met, said, “Bob, I admire what you did at Southeast; but I admire you more for how you left.” – page 94

Retirement is a great opportunity to demonstrate that your self worth is found in your relationship with Jesus, not your self-importance. – page 94

Once you make the decision to take a step as serious as transitioning your leadership position to someone else, you need to throw everything you are into the process. – page 95

Look for every opportunity to not only build up your successor, but also help pave his way. – page 96

The time between the initiation of a transition plan and its execution is fraught with potential pitfalls.  Leaders on their way out, if they aren’t careful, can throw their weight around needlessly to show they are still in charge. – page 97

On pages 100 to 104, Bob gives personal and profound insight into the following question.

Do I believe what I say I believe?

This, in my opinion, is one of the most important sections of Chapter 5 and possibly the entire book.  In his humble, yet direct style, Bob speaks to the one of the most significant issues leaders face as they move to their season of transition – their mortality.

In case you missed them, here are the links for each of the four other posts in this series:

Chapter 1, My Story

Chapter 2, Why Transitions?

Chapter 3, Lessons From Experience, Observation and Research

Chapter 4, Saying Goodbye

Chapter 5, Life After Retirement

I can not recommend this book more highly.  If you are a Pastor, Elder, Board Member, Deacon or serve on some type of transition committee this will be one of the most encouraging and insightful books you can read on the topic of succession planning.  Click HERE to purchase your copy.

And be sure to check back in next week.  Monday’s post is titled “Succession Planning and Replacement Planning Are Not The Same Thing.”

Book Spotlight : Transition Plan – Chapter 4, Saying Goodbye

In case you are just now joining us, I have spent this week highlighting various excerpts from Bob Russell’s book Transition Plan.

Here are links to the previous three posts:

Chapter 1, My Story

Chapter 2, Why Transitions?

Chapter 3, Lessons From Experience, Observation and Research

In his fourth chapter, Bob talks about some of the highlights of how he said “goodbye” to Southeast Christian Church.  The grace and humility with which he left was truly inspiring.

Chapter 4, Saying Goodbye…

Someone compared a ministry transition to conducting a wedding and a funeral at the same time. – page 75

Only when the itch to pay respect and say goodbye is itched will the congregation be ready to move on. – page 76

In the end, probably not one word of what Dave and I said at the transition service will be remembered, but that baton and all it stands for will be remembered for years to come. – page 79

There comes a time to close a chapter.  You can go back and review it and enjoy it, but don’t make the mistake of trying to live in yesterday’s chapter. – page 83.  A quote from Dr. Lewis Foster

The way you say goodbye matters.  Bob’s comments on celebrating the new leader are important principles to account for in your process.

Check back tomorrow for my post on Chapter 5, or better yet, become a subscriber (top right of the page) so my blog posts will be emailed directly to you.

Click HERE to buy a copy of Transition Plan.

Follow me on Twitter @willardheath.

Book Spotlight : Transition Plan – Chapter 3, Lessons from Experience, Observation and Research

The thing I appreciate most about this specific chapter is Bob’s willingness to reflect on practical things that could have been done better to help Dave Stone’s transition into the Senior Pastor role go more smoothly.  You will be hard pressed to a more practical list of insights on the topic of succession planning than in this chapter.

Chapter 3, Lessons from Experience, Observation and Research

God can bless a variety of transitions, but an intentional plan has the best chance for success. – page 57

The character of the persons involved in the transitions much more important than the timing or the strategy. – page 58

Just as locks keep honest people honest, a good transition plan with clear lines of authority and a definite time frame helps avoid conflicts and uncertainty. – page 60

Two years of mentoring and transitioning seems an adequate amount of time. – page 61

The departing leaders should be the initiator of the transition plan, and not the organization. – page 62

The organization should begin early to develop a generous compensation package. – page 63

The successor should share the same values, but not necessarily the same leadership style or temperament. – page 66

A wise successor will practice patience and restraint in implementing changes. – page 67

On pages 65 and 66, Bob spotlights seven insightful questions to consider as your Board or Elders think through developing a retirement package.  It would be a good idea for your leadership and finance teams to consider these as part of the process of developing your transition plan.

If you have not already done so, I would highly recommend you purchase a copy of this book for yourself and your leadership team.

Click HERE to purchase your copy today.

Tomorrow we will be highlighting excerpts from Chapter 4, Saying Goodbye…

In the meantime, follow me on Twitter @willardheath

Book Spotlight : Transition Plan – Chapter 2, Why Transitions?

In the first chapter of Transition Plan, Bob gives us a behind the scenes look at the circumstances that lead to his developing a succession plan at Southeast Christian Church in Louisville, KY.  In chapter two, he begins to unpack the broader issue of why developing a transition plan is so important.

Here are some specific highlights from the chapter.

Chapter 2, Why Transitions?

There are five obvious reasons why every leader needs to think about transitioning. – page 42

The first is that we are all going to die. – page 42

The second reason leaders need to consider transitioning is that we lose energy and imagination as we age. – page 42

The third reason transitions are essential – older leaders almost always lose the ability to inspire younger people. – page 43

There’s a fourth reason for transitioning.  When a proper transition is made, the one stepping aside has another chapter of meaningful life to live and is respected in that role. – page 44

The final and most important reason for transitioning is for the good of the organization. – page 45

The ability/inability to pass the baton successfully determines the ongoing success of the organization and the leader’s legacy. – page 48

The five years I spent with the Elder Board carefully planning and executing the transition process were some of the most important years of my ministry. – page 53

On pages 46 and 47, Bob uses the illustration of a relay race to pull out six powerful principles.  These six ideas alone are worth the price of the book.  You can purchase a copy HERE.

You can also follow along @willardheath

Book Spotlight : Transition Plan – Chapter 1, My Story

In the opening chapter, Bob Russell shares his journey of seeing the need to start making plans for his transition at Southeast Christian Church in Louisville, KY.

The excerpts below are direct quotes from the book.  I included the page number for your reference.

Chapter 1, My Story

The inordinate focus on one man forced us all to ask, “Is the church built on the Pastor, or is it really built on Jesus Christ?” – page 17

I believed with all my heart that what God had anointed Southeast to do was too important to allow ego or lack of vision to interrupt it. – page 17

…most any plan can work if the people involved are ready and willing to sacrifice their egos. – page 23

In retrospect, my retirement was made a lot easier because the planning took much of the emotion out of it. – page 25

Humor and humility were two essential virtues in making the transition successful. – page 28

The final decision that had an impact on the transition was the commitment to not return to a Southeast worship service for a year after my retirement.  Several Elders later confided that they did not see the necessity of this when the idea was first introduced, but later realized the wisdom of it. – page 32

Looking back four years later, I can’t think of any major part of the transition that I would do differently…There are several minor adjustments I would make, however.  First, I would have scheduled a monthly luncheon with Dave Stone following my retirement. – page 35

We could have done better at transitioning the Elders also. – page 36

One other change I would have made was to be more understanding of my wife’s feelings about the approaching transition. – page 36

I’ve discovered the greatest period of your life is when the kids are grown, the bills are paid and the dog’s dead! – page 38

I’m thankful I stepped away when I did, proving that the church belongs to Jesus. – page 38

Come back tomorrow for a sneak peak into Chapter 2, Why Transitions?  Or, you can subscribe to my blog and it will be emailed to you.

You can also follow along @willardheath.

Click HERE to purchase a copy.

Book Spotlight: TRANSITION PLAN by Bob Russell and Bryan Bucher

In early of 2012, I was introduced to Bob Russell, former Senior Pastor at Southeast Christian Church in Louisville, KY.  We were connected on a conference call to discuss the topic of succession planning.  It was a brief conversation that led to an invitation to spend a few days with he and Mrs. Judy at their home in Louisville later that summer.

In preparation for our time together I read, reread and read again Transition Plan.  Next to my Bible, it is one of the most marked up books I own.  It falls in that special category of books that I recommend but will never loan out.  It’s that important to me.  Mainly because Bob is one of my heroes.

That September, Bob and I did the first of what would be five seminars together on the topic of succession planning.  In reality, people came to hear from Bob.  I was just along for the ride.

You learn a lot about a person when you stay in their home and travel with them.  Seeing a person in different contexts, dealing with different people gives a unique glimpse into their life.  I am no expert on Bob Russell, but my observation of him during the time we spent together is that his reputation of being a humble elder is well deserved.  Bob is a good man.

Next Monday thru Friday I will be posting excerpts from the first five chapters of Transition Plan.  Here is the schedule.

  • Monday – Chapter 1, My Story
  • Tuesday – Chapter 2, Why Transitions?
  • Wednesday – Chapter 3, Lessons from Experience, Observation, and Research
  • Thursday – Chapter 4, Saying Goodbye
  • Friday – Chapter 5, Life After Retirement

In addition to the blog posts I will be tweeting various quotes from his book.  You can follow along @willardheath.

To echo the words of Max Lucado – “Every leader should read this book.”  You can purchase a copy by clicking HERE.  It is difficult (and expensive) to get your hands on a hard copy, so you may need to purchase an electronic version.