Systematic Succession Planning

Course Description:

Succession planning saves the cost and time of external personnel searches. It improves employee morale, lessens the effects of reengineering and downsizing, but most important, it creates a diverse talent pool within your organization. In this course we will guide you through the evaluation process of succession planning. We cover guidelines for setting up a program, along with benchmarking procedures for ensuring the ongoing success of your plan. In this course, you will discover the importance of a succession plan, develop a succession program to meet the organization’s needs, learn how to identify leaders and leadership positions, and become familiar with operation and evaluation of a systematic succession plan.

Course Content:

Part 1: Succession Planning: An Overview
  • Learning Objectives
  • The Meaning of Succession Planning
  • The Importance and Reason of a Solid Plan
  • Reasons for a Succession Plan
  • Setting the Stage
  • Succession Planning vs. Replacement Planning
Part 2: Establishing a Need for Succession Planning
  • Defining Your Needs
  • Connecting the Strategies
  • Proposing a Vision for Change
  • Getting Commitment
Part 3: Defining Responsibilities to the Program
  • Defining Responsibilities and Functions
  • Start a Succession Plan in Six Steps
  • Communicating the Process
Part 4: Identifying Key Positions
  • Identifying Key Leadership Positions
  • The Circle of Leadership
  • Evaluating Individual Performance
  • Evaluating Team Performance
Part 5: Forecasting Future Needs
  • Assessing Individual Potential
  • Evaluating Individuals for Future Opportunities
Part 6: Assessing Your Organization’s Climate
  • Creating a Climate for Leaders
  • Developing Guidelines
  • Nurturing Talent
  • Supporting Long-Term Coaching
Part 7: Promoting Employees: The Search from Within
  • Finding the Strength from Within
  • Guidelines for Professional Development Plans
Part 8: Choosing Succession Planning Designs
  • Selecting Succession Planning Designs
  • Considerations to Replacing Key Positions
Part 9: Analyzing Your Result
  • Using the Right Instrument
  • The Value of a Complete Assessment
Option: Follow Up, Application Driven Session: Putting Your Plan in Place
  • Identifying Your Key Positions
  • Defining Your Competencies
  • Developing Your Learning Paths
  • Measuring Your Success