5. CRIT™: How to Build a CEO Succession Plan

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Every founder faces it eventually: the moment you have to hand over the CEO seat without hovering. As Josh Wand put it, the transition is both “highly strategic and highly emotional.” In this live CRIT™ session, Josh brought that challenge to the table. With Geoff’s guidance, AI acted as a world-class succession planner and operator — designing a weekly 30-minute execution review, a monthly strategic deep dive, and an AI-powered dashboard to clarify decision rights and surface progress in real time. The breakthrough? AI became the daily coach, while Josh’s human coach provided quarterly oversight. The result was a new operating rhythm that shifted him, in his own words, “from instrument…