Business Succession Planning

Succession planning is an essential component to the survival and growth of any business.

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.

EVERYTHING YOU NEED TO TEACH A ONE-DAY WORKSHOP FOR BUSINESS SUCCESSION PLANNING:

Training Manuals	PowerPoint Slides
Instructor’s Guide	Quick Reference Job Aids
Icebreakers, Activities, & Exercise Files	Pre-Assignments, Pre-/Post-Assessments
Promotional Advertorials	Lesson Plans with Flip Chart Notes

BUSINESS SUCCESSION COURSE OUTLINE:

Module One: Getting Started

Icebreaker
Housekeeping Items
The Parking Lot
Workshop Objectives

Module Two: Succession Planning Vs. Replacement Planning

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

Module Three: Preparing for the Planning Process

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

Module Four: Initiating Process

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

Module Five: The SWOT Analysis

Identifying Strengths
Identifying Weaknesses
Identifying Opportunities
Identifying Threats

Module Six: Developing the Succession Plan

Prioritize What the Succession Plan Will Address
Set Goals and Objectives
Develop a Strategy for Achieving Goals
Draft the Plan

Module Seven: Executing the Plan

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

Module Eight: Gaining Support

Gathering Data
Addressing Concerns and Issues
Evaluating and Adapting

Module Nine: Managing the Change

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

Module Ten: Overcoming Roadblocks

Common Obstacles
Re-Evaluating Goals
Focusing on Progress

Module Eleven: Reaching the End

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

Module Twelve: Wrapping Up

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

Training Topics

Administrative Skills

Accountability in the Workplace

Administrative Office Procedures

Administrative Support

Business Writing

Meeting Management

Organizational Skills

Social Media in the Workplace

Career Development

Assertiveness and Self Confidence

Communication Strategies

Creative Problem Solving

Entrepreneurship

Interpersonal Skills

Negotiation Skills

Personal Branding

Project Management (6th Edition)

Time Management

Women in Leadership

Human Resources

Business Succession Planning

Contract Management

Crisis Management

Developing a Lunch and Learn

Diversity and Inclusion

Employee Onboarding

Employee Recruitment

Employee Termination Processes

Hiring Strategies

Human Resource Management

Managing Workplace Harassment

Measuring Results from Training

Millennial Onboarding

Office Health and Safety

Sensitivity Training

Talent Management

Train the Trainer

Unconscious Bias

Universal Safety Practices

Workplace Bullying

Workplace Diversity

Workplace Harassment

Workplace Violence

Personal Development

Adult Learning – Mental Skills

Adult Learning – Physical Skills

Anger Management

Attention Management

Being a Likeable Boss

Critical Thinking

Emotional Intelligence

Emotional Intelligence at Work

Goal Setting and Getting Things Done

Improving Mindfulness

Improving Self-Awareness

Increasing Your Happiness

Job Search Skills

Life Coaching Essentials

Managing Personal Finances

Managing Workplace Anxiety

Personal Productivity

Public Speaking

Social Intelligence

Social Learning

Stress Management

Taking Initiative

Trust Building and Resilience

Work-Life Balance

Supervisors and Managers

Budgets and Financial Reports

Coaching and Mentoring

Conducting Annual Employee Reviews

Developing New Managers

Employee Motivation

Facilitation Skills

Knowledge Management

Leadership and influence

Lean Process and Six Sigma

Manager Management

Middle Manager

Office Politics for Managers

Performance Management

Self Leadership

Supervising Others

Team Building Through Chemistry

Virtual Team Building & Management

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