KnowledgeRetention

Continuity planning

Break-glass continuity briefs, designated successors, and the transition plan your nonprofit opens when someone is suddenly gone.

Updated 2026-08-26

What is a continuity brief?

The break-glass document a successor opens on day one: what's in flight, upcoming deadlines, where access lives (pointers only — never actual passwords), key contacts, and known gaps. Generate one on the Continuity page (Preferred and Community plans); it's built only from your organized knowledge, with sources attributed.