Business Succession Planning Training

This Business Succession Planning training course is designed to provide you with the knowledge and skills to create the appropriate business succession plan that will contribute to the stability and smooth transition of your company’s leadership.

Upon completion of this training course, you will have learned: the differences between succession and replacement, how to conduct a SWOT analysis, the succession planning process, how to prepare, execute and gain support for the succession plan, how to manage potential roadblocks to changes, monitoring the progress of the succession and much more.

This comprehensive training course is available across the U.S., including Atlanta, Austin, Baltimore, Birmingham, Boston, Charlotte, Chicago, Dallas, Houston, Jackson, Los Angeles, Manhattan, Miami, New York, Orlando, Philadelphia, San Antonio and Seattle.

Your Learning Outcomes

By the end of this training course, participants will:

  • Define business succession planning & its role in the organization
  • Lay the groundwork for developing a succession plan
  • Recognize the importance of mentorships
  • Use a SWOT analysis to set goals
  • Create a plan, assign roles & execute the plan
  • Develop a plan to manage change

PDT Training specialise in:

Live Online

Face-to-Face

Hybrid

Plus the workshops are always tailored to your current context

It by far has been the best course I have ever attended and to say that it was life changing is an understatement. “I got it”, I mended relationships and speak up for myself, and this is huge! So thank you and I seriously want my children to experience this as I know it will enable live powerful lives and not wait 50 years to learn it.

Plus you’ll also receive:

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Money Back
Guarantee

If you’re not happy with the outcomes from
the course we offer a money back guarantee

profiles

REACH
Profiles

For every participant
valued at $199 each

sick

Sick Day
Safety Net

No one left behind
with our 1/2 price re-run promise

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Development
Dashboard

12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

Learn Business Succession Planning Training Now

Succession planning is one of the most important career development tools used by organizations. It involves identifying high-potential members of staff who can be trained and mentored as replacements for key employees should they retire or leave the company.

Effective, proactive succession planning is a strategic endeavor which provides a sense of direction, stability and expectations for all key stakeholders.

Course Outline for Business Succession Planning Training

After completing this course, participants will have learned to:

Topic 1

Succession Planning Vs. Replacement Planning

  • What is Business Succession Planning?
  • What is Replacement Planning?
  • Differences between Succession and Replacement
  • Deciding what you need

Topic 2

Executing the Plan

  • Assign responsibility and authority
  • Establish a monitoring system
  • Identifying paths
  • Choosing your final approach

Topic 3

Preparing for the Planning Process

  • Should you establish a committee?
  • How to gather operational data

Topic 4

Gaining Support

  • Gathering data
  • Addressing concerns and issues
  • Evaluating and adapting

Topic 5

Initiating Process

  • Develop a Mission Statement
  • Develop a Vision Statement
  • Choosing to be a mentor

Topic 6

Managing the Change

  • Developing a change management plan
  • Developing a communication plan
  • Implementing the plans
  • Providing constructive criticism
  • Encouraging growth and development

Topic 7

The SWOT Analysis

  • Identifying Strengths
  • Identifying Weaknesses
  • Identifying Opportunities
  • Identifying Threats

Topic 8

Overcoming Roadblocks

  • Common obstacles
  • Re-Evaluating goals
  • Focusing on progress

Topic 9

Developing the Succession Plan

  • Prioritize what the succession plan will address
  • Set goals and objectives
  • Develop a strategy for achieving goals
  • Draft the plan

Topic 10

Reaching the End

  • How to know when you’ve achieved success
  • Transitioning
  • Wrapping it all up

Plus you’ll also receive:

shield

Money Back
Guarantee

If you’re not happy with the outcomes from
the course we offer a money back guarantee

profiles

REACH
Profiles

For every participant
valued at $199 each

sick

Sick Day
Safety Net

No one left behind
with our 1/2 price re-run promise

dashboard

Development
Dashboard

12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

Learn Business Succession Planning Training Now

We create training that meets your needs.

1-hour Motivator

3-hour Power Sessions

Full Day Training

Conferences & Summits

  • OFFSITE
  • AT YOUR WORKPLACE
  • ONLINE

We’ll make things easier so you can focus on adding more value

We take care of all of the details, so you don’t have to:

  • Invite people to
    training
  • Sign
    In Sheet
  • Generate Branded
    Course Flyers
  • PDF’S of
    Certificates
  • Collects and
    Reports Feedback
  • Complete Results
    Dashboard

What are people going to do differently?

At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

Want to get clear on impacts and measure success? We support you.

Our systems and people make it easy to identify how you’ll be able to measure impacts and then report on the success in the weeks or months after training.

Do you already have a training management system and wish they were automatically up to date?

It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

More than just a training provider - we are your learning and development partner.

We look forward to working with you, talk to one of our friendly expert consultants today.
Talk to our team

Outstanding learning that people can do in the flow of work

  • Fresh targeted video-based microlearning content with interactive lessons and quizzes included.
  • Rigourous review process
  • Only $11.00 per course per person per year
  • Or get the $110.00 bundle and save

Asking Questions

The most important foundation for communication and building meaningful relationships is listening, develop your skills with this micro eLearning course.

Bite size learning that people love

Not exactly what you needed? Try other courses in the Human Resources Courses Category