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Business Succession Planning: Developing and Maintaining a Succession Plan
Course Overview
Course Overview
Learning Objectives
Pre-Assignment
Pre-Course Assessment
A Need for Succession Planning
A Need for Succession Planning
Defining Succession Planning
The Definitions
Defining a Succession Plan
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
Pre-Assignment Review
Pre-Assignment Review
Task
Identifying Resources and Analyzing Risks
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
Defining Roles, Responsibilities, and Functions
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
Gathering Information
Gathering Information
Moving Through the Layers
Revisiting the Organizational Chart
Making Connections
Making Connections
Forecasting Needs
Forecasting Needs
Key Ingredients of a Successful Plan
Coaching and Mentoring
Making Connections
Develop Reliable Data Gathering
Putting the Plan Together
Putting the Plan Together
Using Appreciative Inquiry (AI)
A Permanent Vacation
Tough Choices
How to Choose the Leader
Sample Assessment
Making Connections
Making Connections
Putting the Plan into Action
Putting the Plan into Action
Phased Implementation
Changes to Consider
Making Connections
Making Connections
Succession Plan Organizational Chart
Technology
Making Connections
Evaluating and Reviewing the Plan
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
Your Action Plan
Your Action Plan
Plan and Then Do
Next Steps
Making Connections
Personal Action Plan
Personal Action Plan
Starting Point
Where I Want to Go
How I Will Get There
Summary
Summary
Recommended Reading List
Recommended Reading List
Post-Course Assessment
Post-Course Assessment
Course Completion
Course Completion
Action Steps That Result From This Assessment
Goal Statement
Review Date
1.
2.
3.
4.
5.
6.
7.
Note that each step should be written in the form of a SPIRIT goal:
Specific.
Prizes.
Individual.
Review.
Inspiring.
Time Bound.
Up Next:
Checking out the Checklist
Complete and Continue