SuccessionPro – Strategic Business Succession Planning Training

Prepare Your Organization for Future Leadership and Continuity

About this event

Certificate: Course Completion Certificate

Language: English

Duration: 1 Day

Credits: 8

Course Delivery: Classroom

Refreshments: Snacks, Beverages and Lunch included in a classroom session

📧 Contact Us

Course Overview

Business Succession planning is all about being prepared. The loss of valuable leadership can cripple even the strongest of companies. Succession planning is an essential component to the survival and growth of any business. Whether it is grooming employees to become leaders, or preparing for an employee’s retirement your participants will identify common obstacles and how to overcome them.

Our Business Succession Planning workshop will show you the differences between succession planning and mere replacement planning. How you prepare people to take on leadership responsibilities is just as important as hiring the right person for the job. Every company should have a form of succession planning in its portfolio.

Learning Objectives

In this course participants will:

  • Learn the importance of succession planning
  • Understand the process of succession planning
  • Recognise the importance of mentoring as a component of your plan
  • Learn to set goals using a SWOT analysis
  • Draft a plan, assign responsibilities and establish monitoring systems
  • Understand the importance of change management
  • Learn to anticipate obstacles
  • Know how to re-evaluate goals and focus on progress
  • Recognise when success has been achieved

Technical Requirements

For eBooks:

Internet for downloading the eBook

Laptop, tablet, Smartphone, eReader

Adobe DRM supported software (e.g. Digital Editions, Bluefire Reader)

eBook download and activation instructions

Course Modules

Module One: Succession Planning Vs. Replacement Planning

  • What is Business Succession Planning?
  • What Is Replacement Planning?
  • Differences Between
  • Deciding What You Need

Module Two: Preparing for the Planning Process

  • How to Set Parameters for the Planning Process
  • Should You Establish a Committee?
  • How to Gather Operational Data

Module Three: Initiating Process

  • Develop a Mission Statement
  • Develop a Vision Statement
  • Choosing to Be a Mentor

Module Four: The SWOT Analysis

  • Identifying Strengths
  • Identifying Weaknesses
  • Identifying Opportunities
  • Identifying Threats

Module Five: Developing the Succession Plan

  • Assign Responsibility and Authority
  • Establish a Monitoring System
  • Identifying Paths
  • Choosing Your Final Approach

Module Seven: Gaining Support

  • Gathering Data
  • Addressing Concerns and Issues
  • Evaluating and Adapting

Module Eight: Managing the Change

  • Developing a Change Management Plan
  • Developing a Communication Plan
  • Implementing the Plans
  • Providing Constructive Criticism
  • Encouraging Growth and Development

Module Nine: Overcoming Roadblocks

  • Common Obstacles
  • Re-Evaluating Goals
  • Focusing on Progress

Module Ten: Reaching the End

  • How to Know When You’ve Achieved Success
  • Transitioning
  • Wrapping it All Up

Module Eleven: Wrapping Up

  • Words from the Wise
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations

📈 Key Takeaways

  • Build a proactive and reliable succession plan

  • Develop future leaders from within your organization

  • Reduce operational and leadership transition risk

  • Create a sustainable culture of talent development

  • Align people strategy with long-term business goals

🎓 Course Format & Certification

  • Format: virtual live, workshop/classroom, on site, 1 on 1 sessions

  • Certification: Issued by LearneRRing

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