Source of Truth: Start Your Succession Planning | A Rad Co. Workbook

Your organization's institutional knowledge lives in a handful of people's heads right now, whether anyone's said it out loud or not. This fillable workbook gives you the structure to get it out of there: a RACI framework for assigning ownership, a team roster to map who holds what, and all five buckets (org basics, key relationships, access, processes, and institutional knowledge) broken into clear, editable fields. Built for nonprofits and small teams where turnover is a matter of when, not if, and where the donor relationships and hard-won context can't afford to walk out the door with one person. Open it in Google Drive, rename it, and start filling in one bucket today. No spare weekend required, just thirty quiet minutes to begin.

NOTE: This workbook is the companion to Source of Truth: Start Your Succession Planning, A Rad Co. Field Guide, also available on Payhip.