A healthcare executive’s checklist during a leadership transition

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As healthcare executive leadership transitions become more common, guidance often focuses on search and onboarding. In a Jan. 20 article published in Nurse Leader, five nursing leaders addressed the gap that often exists during the exit and immediate postdeparture period.

Through first-person accounts of their own leadership transitions, five themes emerged: identity disruption and ambiguous loss, the emotional curve of executive exits, network capital as an early stabilizer, financial readiness as part of leadership readiness, and well-being as an operating system — not an add-on.

The insights come from Bob Dent, DNP, RN, CEO and founder of DBD Coaching & Consulting and a former chief nursing officer; Cole Edmonson, DNP, RN, CEO of Nurses on Board Coalition; Pat Patton, DNP, RN, chief nursing officer of Seattle-based Providence Swedish; Marena Hildebrandt, DNP, RN, managing editor of the Interdisciplinary Journal of Partnership Studies; and Janice Walker, BSN, RN, system chief nursing officer of Gainesville, Fla.-based UF Health.

The leaders also shared recommendations for what healthcare executives should prioritize during these transitions in the first 90 days.

First 48 hours: Stabilization

In the first 48 hours, stabilization is key. The authors recommend leaders:

  • Draft a neutral departure statement
  • Schedule three priority conversations: benefits or human resources, legal counsel, and a coach or mentor
  • Protect personal well-being through sleep, hydration and movement
  • Debrief with family on finances and boundaries
  • Preserve reputation by avoiding online venting and designating one trusted confidant for processing

Days 2-30: Structure and signal

Executives can create structure and momentum by:

  • Writing a one-page brief outlining outcomes, metrics and endorsements
  • Reviewing financial decisions, including insurance coverage options, severance implications, retirement accounts and a projected six- to 12-month cash flow
  • Activating their network through targeted outreach
  • Refreshing their resume and LinkedIn profile and drafting a concise purpose statement
  • Maintaining a daily reset block that includes movement, reflection and outreach

Days 31-90: Build momentum

The next phase centers on deliberate forward movement:

  • Exploring short-term consulting or interim assignments and scheduling exploratory conversations
  • Completing a credential, certification or focused course
  • Adjusting financial plans and setting a quarterly review with a financial adviser
  • Engaging in community service or professional contribution
  • Committing to a primary next-step path and outlining a 90-day execution plan

What CEOs, boards and human resources can do

  • Instituting a humane exit protocol can reduce disruption and protect the employer brand, the authors wrote. They outlined four organizational focus areas:
  • Notice: When possible, provide transparent communication and allow departing leaders to share a brief farewell message.
  • Handoff: Within the first 48 hours, appoint an interim leader and clarify decision rights to maintain operational stability.
  • Support: Standardize transition packages that may include coaching support, legal or outplacement consultation, benefits navigation and access to well-being resources.
  • Alumni: Develop alumni pathways through newsletters, mentorship opportunities, advisory roles or potential boomerang recruitment.

At Becker's 4th Annual CEO + CFO Roundtable, taking place November 2–5 in Chicago, more than 1,500 hospital and health system executives tackle decisions that determine whether organizations thrive or merely survive: protecting margins under cost pressure, choosing where to grow, renegotiating payer relationships, stabilizing the workforce and proving real ROI on technology. This is where leaders work through them together, face-to-face. Apply for complimentary registration now.

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Presenters: Dr. Pat Hunt, QGendaAndrea Daugherty, MHA, CISSP, CHCIO, CDH-E, Arrowhead Regional Medical CenterElizabeth Lindsay-Wood, MBA, CHCIO, CDH-E, Moffitt Cancer CenterDeb Muro, El Camino HealthJohn Tejeda, D.H.A., MLS, MPAS, DFAAPA, LSSBB, FACHE, Vascular and Neuroscience Institute

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