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Housing Counseling: Succession Planning: Instructional Guide and Template


Date Published: April 2022


This resource is designed to help inform the development of a succession plan within a HUD-approved housing counseling agency (HCA). A succession plan can be a critical tool in supporting the long-term sustainability of agencies in the event of a leadership transition or another staffing change. These types of changes can often impact an agency's ability to operate effectively and efficiently. This guide includes resources as well as samples and templates for both smaller and larger organizations to use as a starting point to identify succession planning needs.

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Tags: Housing Counseling Program
Author Organization
  • HUD
Resource Approver
  • HUD Approved