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Business Succession Planning – Developing and Maintaining a Succession Plan

This course is currently available as E-Learning, or a private instructor-led class scheduled to suit your availabilty. You can click here to inquire further or you ask us for recommendations on similar classes.

Recommended Prerequisites

No prerequisites are required for this course.

Course Overview

Change is a hallmark of today’s business world. In particular, our workforce is constantly changing – people come and go, and move into new roles within the company. Succession planning can help you make the most of that change by ensuring that when someone leaves, there is someone new to take their place. This course will teach you the basics about creating and maintaining a succession plan.

Learning Objectives

Course Outline

  1. Course Overview
  2. A Need for Succession Planning
  3. Defining a Succession Plan
  4. Strong Leaders and a Strong Organization
  5. Components of the Plan
  6. Setting the Scope
  7. Pre-Assignment Review
  8. Identifying Resources and Analyzing Risks
  9. Identifying Resources
  10. Risk Assessment
  11. Defining Roles, Responsibilities, and Functions
  12. Individualized Engagement Plans
  13. Working the Plan
  14. Gathering Information
  15. Forecasting Needs
  16. Key Ingredients of a Successful Plan
  17. Coaching and Mentoring
  18. Putting the Plan Together
  19. Using Appreciative Inquiry (AI)
  20. How to Choose the Leader
  21. Putting the Plan into Action
  22. Phased Implementation
  23. Technology
  24. Evaluating and Reviewing the Plan
  25. Evaluation Challenges
  26. Sample Evaluation
  27. Check Out the Checklist
  28. Your Action Plan
  29. Plan and Then Do
  30. Next Steps
  31. Personal Action Plan
  32. Recommended Reading List
  33. Post-Course Assessment

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