Business Succession Planning Training Course

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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.

Learning Outcomes
Course Outline
Client Site
  • Learning Outcomes - Business Succession Planning Training Course

    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
    Duration: 1 day course


    Business Succession Planning Training Course Reviews:

    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.

  • Course Outline - Business Succession Planning Training Course

    Download Business Succession Planning Training Course Outline


    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.

    Business Succession Planning Training Course - Lesson 1
    Succession Planning Vs. Replacement Planning
    • What is Business Succession Planning?
    • What is Replacement Planning?
    • Differences between Succession and Replacement
    • Deciding what you need
    Business Succession Planning Training Course - Lesson 2
    Executing the Plan
    • Assign responsibility and authority
    • Establish a monitoring system
    • Identifying paths
    • Choosing your final approach
    Business Succession Planning Training Course - Lesson 3
    Preparing for the Planning Process
    • Should you establish a committee?
    • How to gather operational data
    Business Succession Planning Training Course - Lesson 4
    Gaining Support
    • Gathering data
    • Addressing concerns and issues
    • Evaluating and adapting
    Business Succession Planning Training Course - Lesson 5
    Initiating Process
    • Develop a Mission Statement
    • Develop a Vision Statement
    • Choosing to be a mentor
    Business Succession Planning Training Course - Lesson 6
    Managing the Change
    • Developing a change management plan
    • Developing a communication plan
    • Implementing the plans
    • Providing constructive criticism
    • Encouraging growth and development
    Business Succession Planning Training Course - Lesson 7
    The SWOT Analysis
    • Identifying Strengths
    • Identifying Weaknesses
    • Identifying Opportunities
    • Identifying Threats
    Business Succession Planning Training Course - Lesson 8
    Overcoming Roadblocks
    • Common obstacles
    • Re-Evaluating goals
    • Focusing on progress
    Business Succession Planning Training Course - Lesson 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
    Business Succession Planning Training Course - Lesson 10
    Reaching the End
    • How to know when you’ve achieved success
    • Transitioning
    • Wrapping it all up

  • Client Site Training

    Clients and testimonials

    In-House training benefits:

    • Flexible length - sessions as short as 1-hour
    • Cost effective - great group pricing
    • Greatest impact in the shortest time
    • Excellent Team Building Opportunity
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware as books (& available in the App)

    Delivery Options for In-house training
    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training

    Choose the Training Location

    You can expect:

    Activities and discussion

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    Real world trainer

    An outstanding trainer

    On average PDT trainers have 15 years industry experience 7 years training experience.

    Tailored training

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Refresher course

    Refresher Course $0

    Client Site and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Price coaching

    1/2 Price Coaching

    We all know the importance of reinforcement, so we'll come back within 90 days of the original course 1/2 price.

    Confidence of booking

    Acclaimed Provider

    The confidence of booking with an acclaimed multi national training company.

    eLearning and video

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

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