Business Succession Planning - Developing and Maintaining a Succession Plan Course Outline

Business Succession Planning - Developing and Maintaining a Succession Plan

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