This simple but powerful worksheet is designed to help committees, board members and volunteers start thinking about succession before burnout, frustration or crisis hits. Succession is coming whether we plan for it or not. When we plan for it, we call it succession planning. When we don’t, it often becomes a crisis. The Step Back Assessment invites people to reflect on what they want to achieve in their role, the legacy they hope to leave, what support future leaders might need, and how stepping back can become a healthy and normal part of organisational culture. It’s a practical conversation starter that helps create clearer expectations, healthier transitions and more sustainable volunteer-led organisations.