Business Succession Planning

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Business Succession Planning

Business succession planning is all about being prepared. The loss of valuable leadership can cripple even the strongest of companies. Succession planning is an essential component to the survival and growth of any business. Whether it is grooming employees to become leaders, or preparing for an employee"s retirement your participants will identify common obstacles and how to overcome them.

Our Business Succession Planning workshop will show you the differences between succession planning and mere replacement planning. How you prepare people to take on leadership responsibilities is just as important as hiring the right person for the job. Every company should have a form of succession planning in its portfolio.


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Everything you need to teach a one-day workshop for Business Succession Planning:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
    Pre-/Post-Assessments
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes


Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.



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Business Succession Planning

Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: Succession Planning Vs. Replacement Planning
  • What is Business Succession Planning?
  • What Is Replacement Planning?
  • Differences Between
  • Deciding What You Need
Module Three: Preparing for the Planning Process
  • How to Set Parameters for the Planning Process
  • Should You Establish a Committee?
  • How to Gather Operational Data
Module Four: Initiating Process
  • Develop a Mission Statement
  • Develop a Vision Statement
  • Choosing to Be a Mentor
Module Five: The SWOT Analysis
  • Identifying Strengths
  • Identifying Weaknesses
  • Identifying Opportunities
  • Identifying Threats
Module Six: Developing the Succession Plan
  • Prioritize What the Succession Plan Will Address
  • Set Goals and Objectives
  • Develop a Strategy for Achieving Goals
  • Draft the Plan
                            Module Seven: Executing the Plan
                            • Assign Responsibility and Authority
                            • Establish a Monitoring System
                            • Identifying Paths
                            • Choosing Your Final Approach
                            Module Eight: Gaining Support
                            • Gathering Data
                            • Addressing Concerns and Issues
                            • Evaluating and Adapting
                            Module Nine: Managing the Change
                            • Developing a Change Management Plan
                            • Developing a Communication Plan
                            • Implementing the Plans
                            • Providing Constructive Criticism
                            • Encouraging Growth and Development
                            Module Ten: Overcoming Roadblocks
                            • Common Obstacles
                            • Re-Evaluating Goals
                            • Focusing on Progress
                            Module Eleven: Reaching the End
                            • How to Know When You've Achieved Success
                            • Transitioning
                            • Wrapping it All Up
                            Module Twelve: Wrapping Up
                            • Words from the Wise
                            • Review of Parking Lot
                            • Lessons Learned
                            • Completion of Action Plans and Evaluations

                                                    Other Course Kits Available:

                                                    1. Accountability in the Workplace
                                                    2. Administrative Office Procedures
                                                    3. Administrative Support
                                                    4. Adult Learning - Mental Skills
                                                    5. Adult Learning - Physical Skills
                                                    6. Anger Management
                                                    7. Appreciative Inquiry
                                                    8. Archiving and Records Management
                                                    9. Attention Management
                                                    10. Basic Bookkeeping
                                                    11. Being a Likeable Boss
                                                    12. Body Language Basics
                                                    13. Budgets and Financial Reports
                                                    14. Building Confidence and Assertiveness
                                                    15. Business Acumen
                                                    16. Business Ethics
                                                    17. Business Etiquette
                                                    18. Business Succession Planning
                                                    19. Business Writing
                                                    20. Call Center Training
                                                    21. Change Management
                                                    22. Civility in the Workplace
                                                    23. Coaching and Mentoring
                                                    24. Coaching Salespeople
                                                    25. Collaborative Business Writing
                                                    26. Communication Strategies
                                                    27. Conducting Annual Employee Reviews
                                                    28. Conflict Resolution
                                                    29. Contact Center Training
                                                    30. Contract Management
                                                    31. Creating a Great Webinar
                                                    32. Creative Problem Solving
                                                    33. Creativity: Thinking Outside the Box
                                                    34. Crisis Management
                                                    35. Critical Thinking
                                                    36. Customer Service
                                                    37. Customer Support
                                                    38. Cyber Security
                                                    39. Delivering Constructive Criticism
                                                    40. Developing a Lunch and Learn
                                                    41. Developing Corporate Behavior
                                                    42. Developing Creativity
                                                    43. Developing Emotional Intelligence
                                                    44. Developing New Managers
                                                    45. Digital Citizenship
                                                    46. Diversity, Equity and Inclusion
                                                    47. Employee Motivation
                                                    48. Employee Onboarding
                                                    49. Employee Recruitment
                                                    50. Employee Termination Processes
                                                    51. Entrepreneurship
                                                    52. Event Planning
                                                    53. Executive and Personal Assistants
                                                    54. Facilitation Skills
                                                    55. Generation Gaps
                                                    56. Goal Setting and Getting Things Done
                                                    57. Handling a Difficult Customer
                                                    58. Health and Wellness at Work
                                                    59. High Performance Teams Inside the Company
                                                    60. High Performance Teams Remote Workforce
                                                    61. Hiring Strategies
                                                    62. Human Resource Management
                                                    63. Improving Mindfulness
                                                    64. Improving Self-Awareness
                                                    65. In Person Sales
                                                    66. Increasing Your Happiness
                                                    67. Internet Marketing Fundamentals
                                                    68. Interpersonal Skills
                                                    69. Job Search Skills
                                                    70. Knowledge Management
                                                    71. Leadership and Influence
                                                    72. Leadership Development for Women
                                                    73. Lean Six Sigma
                                                    74. Life Coaching Essentials
                                                    75. Manager Management
                                                    76. Managing Personal Finances
                                                    77. Managing Workplace Anxiety
                                                    78. Managing Workplace Harassment
                                                    79. Marketing Basics
                                                    80. Measuring Results From Training
                                                    81. Media and Public Relations
                                                    82. Meeting Management
                                                    83. Middle Manager
                                                    84. Millennial Onboarding
                                                    85. mLearning Essentials
                                                    86. Motivating Your Sales Team
                                                    87. Multi-Level Marketing
                                                    88. Negotiation Skills
                                                    89. Networking Outside the Company
                                                    90. Networking Within the Company
                                                    91. Office Health and Safety
                                                    92. Office Politics For Managers
                                                    93. Organizational Skills
                                                    94. Overcoming Sales Objections
                                                    95. Performance Management
                                                    96. Personal Branding
                                                    97. Personal Productivity
                                                    98. Presentation Skills
                                                    99. Project Management
                                                    100. Proposal Writing
                                                    101. Prospecting and Lead Generation
                                                    102. Public Speaking
                                                    103. Recognizing Employee Excellence
                                                    104. Respect in the Workplace
                                                    105. Responsibility in the Workplace
                                                    106. Risk Assessment and Management
                                                    107. Safety in the Workplace
                                                    108. Sales Fundamentals
                                                    109. Self-Leadership
                                                    110. Sensitivity Training
                                                    111. Servant Leadership
                                                    112. Social Intelligence
                                                    113. Social Learning
                                                    114. Social Media In The Workplace
                                                    115. Social Media Marketing
                                                    116. Stress Management
                                                    117. Supervising Others
                                                    118. Supply Chain Management
                                                    119. Taking Initiative
                                                    120. Talent Management
                                                    121. Team Building For Managers
                                                    122. Team Building Through Chemistry
                                                    123. Teamwork and Team Building
                                                    124. Telephone Etiquette
                                                    125. Telework And Telecommuting
                                                    126. Ten Soft Skills You Need
                                                    127. The Cloud and Business
                                                    128. Time Management
                                                    129. Top 10 Sales Secrets
                                                    130. Trade Show Staff Training
                                                    131. Train-The-Trainer
                                                    132. Trust Building and Resilience Development
                                                    133. Unconscious Bias
                                                    134. Universal Safety Practices
                                                    135. Virtual Team Building and Management
                                                    136. Work-Life Balance
                                                    137. Workplace Bullying
                                                    138. Workplace Harassment
                                                    139. Workplace Violence