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Retirement and Succession Planning Resources for AEs

The following resources can help association staff in their succession planning, whether it is a planned departure -- such as an AE retiring or resigning -- or an unplanned departure.

Checklist for Retiring AEs (PDF: 9KB)
Succession Planning Checklist for REALTOR® Associations (PDF: 479KB)
Guide for Succession Planning (PDF: 1.26MB)
Succession Planning Guide (PDF: 1.78MB)
Local Association Operational Grid (PDF: 30KB)