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.

Course Objectives

After you complete this course, you will be able to:

• Demonstrate an understanding of the value of succession planning for successful businesses.
• Demonstrate expertise with the key elements of a succession plan.
• Create and discuss aspects of a succession plan.
• Discuss the elements of a succession plan in terms of roles, responsibility, function, scope, and evaluation.

Course Content Details:

Session 1:

•  Course Overview
•  Learning Objectives
•  Pre-Assignment
•  Pre-Course Assessment

 Session 2:

•  A Need for Succession Planning
•  Defining Succession Planning
•  The Definitions

 Session 3:

•  Defining a Succession Plan
•  Strong Leaders and a Strong Organization
•  What’s Important?
•  Making Connections
•  Components of the Plan
•  SUCCESS Model
•  Breaking Down the Model
•  Setting the Scope
•  Case Study One
•  Case Study One
•  Case Study Two
•  Session 4: Pre-Assignment Review
•  Task
•  Session 5: Identifying Resources and Analyzing Risks
•  Understanding the Marketplace
•  What About Loyalty?
•  Finding the Talent
•  Coping with Change
•  Developing External Successors
•  Risk Assessment
•  Sample Risk Analysis
•  Summary
•  Session 6: Defining Roles, Responsibilities, and Functions
•  Key Factors
•  The Role of Individualized Engagement Plans
•  Who Gets a Plan?
•  Succession Plan Profile
•  Succession Plan Profile
•  Succession Plan Profile
•  Working the Plan
•  Assignment #1: Complete a Risk Assessment
•  Assignment #2: Complete a First Draft of an IEP
•  Assignment #3: Create a Biography of Up to 250 Words

 Session 7:

•  Gathering Information
•  Moving Through the Layers
•  Revisiting the Organizational Chart
•  Making Connections
•  Making Connections

 Session 8:

•  Forecasting Needs
•  Key Ingredients of a Successful Plan
•  Coaching and Mentoring
•  Making Connections
•  Develop Reliable Data Gathering

 Session 9:

•  Putting the Plan Together
•  Using Appreciative Inquiry (AI)
•  A Permanent Vacation
•  Tough Choices
•  How to Choose the Leader
•  Sample Assessment
•  Making Connections
•  Making Connections

 Session 10:

•  Putting the Plan into Action
•  Phased Implementation
•  Changes to Consider
•  Making Connections
•  Making Connections
•  Succession Plan Organizational Chart
•  Technology
•  Making Connections

 Session 11:

•  Evaluating and Reviewing the Plan
•  Evaluation Challenges
•  Evaluation Process
•  Breaking Down the Steps
•  Breaking Down the Steps
•  Sample Evaluation
•  Succession Program Evaluation Checklist
•  Succession Program Evaluation Checklist
•  Action Steps That Result From This Assessment
•  Checking out the Checklist
•  Checking out the Checklist

 Session 12:

•  Your Action Plan
•  Plan and Then Do
•  Next Steps
•  Making Connections

 Session 13:

•  Personal Action Plan
•  Starting Point
•  Where I Want to Go
•  How I Will Get There
•  Summary
•  Post-Course Assessment