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
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: 1.0 day course



Reviews

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

Foreword:

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 We’ll focus on what matters most to you and tailor to your context


Live Online or Hybrid Class Tailored to Your Needs

When you want a tailored learning experience targeting exactly what you want without bringing everyone physically together, the best choice is a Live Online Class run by PDT.

We tailor the content and activities to be specific to your current needs and the needs of the people and run the course in our usual activity-based workshop style training, however, the participants can all be offsite, or some can be in the room with others offsite.

Unless you have a preferred tools we use 'Zoom for Education' that includes enhanced collaboration features such as One-click content sharing, real-time co-annotation (people can work together in activity files), and digital whiteboarding, we also include things like live polls and group chats so you virtually have the same collaborative learning experience of attending a course in a room with other people.

live online & hybrid

We have delivered these 100's (if not 1000's) of times, and get great outcomes. We achieve great outcomes because we keep our learner centric approach - just because it’s delivered through a screen to some or all participants doesn’t mean it needs to be less tailored or less personalised.

You still have an expert trainer who talks to you prior to the session and tailors the delivery to use your terminology, ensure activities are relevant and directly applicable and ensures an engaging learning experience that provide people with skills and techniques they can apply the very next day.

A hybrid class is with some people dialling in, and some people physically together in the same room.

Live Online Participant Feedback:

90% Overall Trainer Rating

88% Delivery was Adapted to me Personally

75% I Would Recommend this Course to Someone Else

Face to Face Options With Everyone in the same room

1-hour Motivator
one hour motivator
3-hour Power Sessions
3 hour power session
Full-day training
full day training
Conferences
Conferences
At your workplace At your workplace
In our Training Rooms In our Training Rooms
 In our Online Training  Room - the HIVE In our Online Training Room

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

We provide the Training Management Centre which is an information hub before, during and after training.
(Let us know if there’s parts you don’t want to use)

Invites people to training

(So you don’t have to)

Invite People icon

Generates Sign in Sheet

(So you don’t have to)

Generate Sign In Sheet Icon

Generates Branded Flyer

If you if you want to ‘promote’ internally

Generate Branded Flyer Example

PDF’s of Certificates

(can be co-branded with your logo)

Completion Certificate Included

Collects and Reports feedback

(So you don’t have to)

Feedback Report Example

Complete Results Dashboard

(including trainer insights)

Results Dashboard Example

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.

My Action Plan
Participants encouraged to create

Want to get clear on impacts and measure success? Our system and expert consultants 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.

Measure metrics your way

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

Training APIs

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.

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