Roadmap #63 field tool. Use this workbook when a coordinator, founder, officer, board member, staff liaison, or other key garden leader leaves unexpectedly, becomes unavailable, is removed, or no longer has clear authority.
| Item | Record |
|---|---|
| Date leadership break identified | |
| Person/role affected | |
| Type | ☐ Planned departure ☐ Resignation ☐ Illness/absence ☐ Death ☐ Removal ☐ Disputed authority ☐ Host reassignment ☐ Other: |
| Verified by | |
| Current operating impact |
| Document or authority source | Where located | What it controls | Current? |
|---|---|---|---|
| Bylaws / rules | |||
| Host agreement / program policy | |||
| Articles / board resolutions if applicable | |||
| Land agreement | |||
| Fiscal sponsor / bank authority | |||
| Other |
Who has authority to convene the transition?
Which decisions are explicitly authorized during the interim?
| Function | Primary before failure | Backup | Records exist? | Status |
|---|---|---|---|---|
| Coordination / meetings | Healthy / Watch / Correct / Stop | |||
| Money / bills | ||||
| Records / minutes | ||||
| Keys / site access | ||||
| Water / utilities | ||||
| Membership / waitlist | ||||
| Official communications | ||||
| Host / land liaison | ||||
| Insurance / incidents | ||||
| Seasonal operations |
| Due date | Obligation | Authorized person | Complete |
|---|---|---|---|
| Safety / water / access | |||
| Bill / insurance / land requirement | |||
| Member or host notice | |||
| Workday / harvest / donation commitment | |||
| Grant / reporting deadline |
Shared institutional repository:
Authorized custodians:
| Account / fund | Legal/host owner | Balance date | Authorized users/signers | Second-person reviewer |
|---|---|---|---|---|
| Outstanding obligation | Amount | Due | Authorized? | Status |
|---|---|---|---|---|
☐ Statements obtained ☐ Receipts matched ☐ Cash documented ☐ Grant restrictions reviewed ☐ Discretionary spending paused if needed ☐ Independent review completed
| Asset/account | Current custodian/admin | Backup | Recovery method documented? | Change needed? |
|---|---|---|---|---|
| Gate / shed | ||||
| Water / utility | ||||
| Official email | ||||
| Website / social | ||||
| Shared drive | ||||
| Payment / banking admin |
Do not record personal passwords in this workbook. Record authorized custodians and institutional recovery methods.
| Interim function | Person | Authority source | Start | End/review | Limits |
|---|---|---|---|---|---|
| Coordinator | |||||
| Finance steward | |||||
| Records/access custodian | |||||
| Host liaison |
What we know:
What remains unresolved:
What continues:
What is paused:
Next update date and responsible person:
| Role | Selection method | Eligibility/skills | Chosen person | Term |
|---|---|---|---|---|
| Coordinator/chair | ||||
| Finance/treasurer | ||||
| Secretary/records | ||||
| Other |
| Function | Procedure exists? | Primary trained? | Backup trained? | Access tested? |
|---|---|---|---|---|
| Money | ||||
| Records | ||||
| Keys/access | ||||
| Communications | ||||
| Host/land | ||||
| Operations calendar |
☐ Authority is clear ☐ Balances reconciled ☐ Bills current ☐ Records shared ☐ Keys/accounts current ☐ Member communication functioning ☐ Routine operations completed without emergency rescue ☐ Backups trained
Remaining Correct or Stop conditions:
Run the missing-leader drill: choose one current leader. Can the garden operate for two weeks without that person's memory, personal password, device, or private files?
| Function | Passed? | Evidence | Correction needed |
|---|---|---|---|
| Authority | |||
| Money | |||
| Records | |||
| Access | |||
| Communications | |||
| Host relationship |
What caused the leadership failure?
Which controls or succession practices changed?
Who will review them annually?
Prepared by New World Survival. Review date: September 6, 2026. Evidence foundation: Cooperative Extension community-garden organization and troubleshooting guidance, supplemented by nonprofit succession, internal-control, and record-retention resources. Verify governance, banking, privacy, employment, and legal requirements for the actual garden structure and jurisdiction.