Course outline for
Business Succession Planning: Developing and Maintaining a Succession Plan
Business Succession Planning: Developing and Maintaining a Succession Plan Course Outline
How to Use This Guide
Session One: Course Overview
Session Two: A Need for Succession Planning
Session Three: Defining a Succession Plan
Strong Leaders and a Strong Organization
Components of the Plan
Setting the Scope
Session Four: Pre-Assignment Review
Session Five: Identifying Resources and Analyzing Risks
Identifying Resources
Risk Assessment
Session Six: Defining Roles, Responsibilities, and Functions
Individualized Engagement Plans
Working the Plan
Session Seven: Gathering Information
Session Eight: Forecasting Needs
Key Ingredients of a Successful Plan
Coaching and Mentoring
Session Nine: Putting the Plan Together
Using Appreciative Inquiry (AI)
How to Choose the Leader
Session Ten: Putting the Plan into Action
Phased Implementation
Technology
Session Eleven: Evaluating and Reviewing the Plan
Evaluation Challenges
Sample Evaluation
Check Out the Checklist
Session Twelve: Your Action Plan
Plan and Then Do
Next Steps
Recommended Reading List
Post-Course Assessment
Pre- and Post-Assessment Answer Keys
Personal Action Plan
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