Key Takeaways
You have just been named executive director of a nonprofit organization. The first 90 days will determine more about your long-term success than any other period of your tenure.
After more than 30 years of coaching nonprofit executives through transitions and helping boards manage leadership changes, the patterns are remarkably consistent. Leaders who follow a disciplined approach build organizational trust quickly. Leaders who rush to put their stamp on the organization create resistance that takes years to overcome.
The Single Most Important Rule
Listen first. Change later.
New executive directors face enormous pressure to demonstrate competence and justify the board's decision. That pressure leads to premature action -- reorganizing departments, changing systems, launching new initiatives before understanding why things are the way they are.
Here is what happens when you change things before you understand them: you alienate staff who built those systems and make decisions based on incomplete information.
Here is what happens when you listen first: you earn trust, discover context that changes your perspective, identify allies, and make better decisions when you do act.
The 90-day rule: Your job is to learn the organization, build relationships, and identify your first-year agenda. Your job is NOT to fix everything or prove you were the right hire.
Week 1-2: Listen and Learn
Meet with Every Staff Member Individually
Schedule 30-minute one-on-ones with every staff member.
What to ask:
- "What do you do here, and what are you most proud of?"
- "What works well about this organization?"
- "What is the biggest challenge you face?"
- "If you could change one thing, what would it be?"
- "What should I know that no one is likely to tell me?"
Do NOT: Promise anything, take sides, or share your own opinions about problems.
Read Everything
- Financial statements (last three years)
- Strategic plan (current and previous)
- Board minutes (last 12 months)
- Bylaws and governance policies
- Key contracts
- Personnel policies
- Program data and evaluations
- Form 990 (last three years)
- Donor records (top 25 donors, trends)
Understand the Financial DNA
Within two weeks, you need to know: where every dollar comes from, where it goes, cash position and patterns, whether you are running surplus or deficit, what reserves exist, and which revenue sources are growing or declining. This is non-negotiable.
Create a private "listening tour summary" organized by themes: strengths, challenges, opportunities, risks.
Week 3-4: Map Relationships and Power
Board Relationship Building
Meet individually with every board member. Discuss their vision, their perception of strengths and challenges, what they expect from you, and how they prefer to communicate.
Pay particular attention to:
External Relationship Mapping
Begin meeting major funders, partner organizations, community leaders, and key volunteers. Your goal is to learn how they perceive the organization.
Week 5-8: Deepen Understanding and Build Credibility
Assess Organizational Capacity
| Area | Assessment Questions |
|---|---|
| Staffing | Right people in right roles? Morale? |
| Technology | Systems adequate? Data accessible? |
| Fundraising | Pipeline healthy? Relationships strong? |
| Programs | Outcomes documented? Aligned with mission? |
| Governance | Board engaged? Policies current? |
| Finance | Controls adequate? Reporting timely? |
Identify Quick Wins
Small, visible improvements that build credibility:
- Fix a long-standing operational annoyance
- Improve a confusing communication process
- Recognize a staff member publicly for excellent work
- Remove an unnecessary bureaucratic step
Hold Your First All-Staff Meeting
Around week six. Share what excites you about the organization, what you are still learning, your leadership style, and your commitment to the mission.
Do NOT share: problems you have identified, changes you plan to make, comparisons to your previous organization, or criticism of the previous ED.
Week 9-12: Set Your Agenda
The First-Year Agenda Document
By week nine, create a focused document including:
1. Three to Five Strategic Priorities -- the things that will make the biggest difference in 12 months, informed by organizational needs, board expectations, staff capacity, and mission alignment.
2. Relationship Investment Plan -- which relationships need the most attention.
3. Quick Wins Already Underway -- credibility-building improvements you have started.
4. Things You Will NOT Do Yet -- explicitly identified deferrals.
5. Questions You Are Still Investigating -- signals ongoing learning.
Share the Agenda
Present to the board around week 10-12. Then share with staff. Getting alignment before implementing prevents the most common ED failure: working hard on things the board does not consider priorities.
Establish Your Operating Rhythm
By day 90, establish:
- Regular cadence with the board chair
- Senior team meeting structure
- Financial review rhythm (monthly minimum)
- Board communication cadence
- Personal planning and reflection time
The Five Mistakes That Derail New EDs
Mistake 1: Changing Too Fast
Address urgent crises immediately. Everything else waits until you have completed your listening period.
Mistake 2: Criticizing Your Predecessor
Focus forward. "We are going to build on the strong foundation here" works. Criticism does not.
Mistake 3: Bringing Your Whole Team
Importing from your previous organization signals you do not trust current staff. Give them every opportunity first.
Mistake 4: Ignoring the Board
The board hired you. The board can fire you. Invest in board relationships from day one.
Mistake 5: Skipping the Financial Deep Dive
New leaders who do not fully understand the finances are vulnerable to being blindsided by crises they should have seen coming.
Print these five mistakes and keep them visible for 90 days. When you feel the impulse to act boldly, check this list first.
A Note for Boards: Supporting Your New ED
If you just hired a new executive director, they need:
- Clear written expectations (90 days, 6 months, 1 year)
- Access to all organizational information
- A patient board that understands the listening period
- An engaged board chair who meets regularly
- Cover from members who want immediate dramatic change
- A structured 90-day evaluation
Frequently Asked Questions
What is the most important thing to accomplish in the first 90 days? Building relationships and organizational understanding. The decisions you make in months four through twelve will be dramatically better for it.
How should a new ED handle a crisis in their first week? Address it immediately. The 90-day listening period does not apply to genuine crises -- cash flow emergencies, compliance violations, safety concerns.
Should I make any staff changes in the first 90 days? Almost never. Give yourself time to understand why things are the way they are. Exceptions: conduct violations or safety concerns.
What if the finances are worse than I was told? Immediately engage the board chair and treasurer with a factual briefing. Present without blame. Propose a stabilization plan.
How do I build credibility as a first-time executive director? Listen well, prepare thoroughly, follow through on commitments, demonstrate you understand the organization's context. The listening-first approach is even more important for first-time EDs.
About the Author
Drew Giddings is the Founder and Principal Consultant of Giddings Consulting Group, with more than 30 years of experience in executive coaching, leadership transitions, and organizational development.
Contact Giddings Consulting Group to discuss executive transition support, leadership coaching, or board governance during leadership changes.

About the Author
Drew Giddings
Founder & Principal Consultant
Drew Giddings brings more than two decades of experience working with mission-driven organizations to strengthen their capacity for equity and community impact. His work focuses on helping nonprofits build sustainable strategies that center community voice and create lasting change.
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