Business Succession Planning

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    Unit price per 


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

                                                    Administrative Skills

                                                    1. Accountability in the Workplace
                                                    2. Administrative Office Procedures
                                                    3. Administrative Support
                                                    4. Archiving and Records Management
                                                    5. Basic Bookkeeping
                                                    6. Business Writing
                                                    7. Collaborative Business Writing
                                                    8. Executive and Personal Assistants
                                                    9. Meeting Management
                                                    10. Organizational Skills
                                                    11. Social Media In The Workplace
                                                    12. Supply Chain Management

                                                    Career Development

                                                    1. Assertiveness And Self-Confidence
                                                    2. Communication Strategies
                                                    3. Creative Problem Solving
                                                    4. Developing Creativity
                                                    5. Digital Citizenship
                                                    6. Entrepreneurship
                                                    7. Interpersonal Skills
                                                    8. mLearning Essentials
                                                    9. Negotiation Skills
                                                    10. Personal Branding
                                                    11. Project Management
                                                    12. Telework And Telecommuting
                                                    13. Ten Soft Skills You Need
                                                    14. The Cloud and Business
                                                    15. Time Management
                                                    16. Women in Leadership

                                                    Human Resources

                                                    1. Business Succession Planning
                                                    2. Contract Management
                                                    3. Crisis Management
                                                    4. Developing a Lunch and Learn
                                                    5. Diversity and Inclusion
                                                    6. Employee Onboarding
                                                    7. Employee Recruitment
                                                    8. Employee Termination Processes
                                                    9. Generation Gaps
                                                    10. Health and Wellness at Work
                                                    11. Hiring Strategies
                                                    12. Human Resource Management
                                                    13. Managing Workplace Harassment
                                                    14. Measuring Results From Training
                                                    15. Millennial Onboarding
                                                    16. Office Health And Safety
                                                    17. Sensitivity Training
                                                    18. Talent Management
                                                    19. Train-The-Trainer
                                                    20. Universal Safety Practices
                                                    21. Workplace Diversity
                                                    22. Workplace Harassment
                                                    23. Workplace Violence

                                                    Personal Development

                                                    1. Adult Learning - Mental Skills
                                                    2. Adult Learning - Physical Skills
                                                    3. Anger Management
                                                    4. Attention Management
                                                    5. Being A Likeable Boss
                                                    6. Critical Thinking
                                                    7. Emotional Intelligence
                                                    8. Emotional Intelligence at Work
                                                    9. Goal Setting and Getting Things Done
                                                    10. Improving Mindfulness
                                                    11. Improving Self-Awareness
                                                    12. Increasing Your Happiness
                                                    13. Job Search Skills
                                                    14. Life Coaching Essentials
                                                    15. Managing Personal Finances
                                                    16. Managing Workplace Anxiety
                                                    17. Personal Productivity
                                                    18. Public Speaking
                                                    19. Social Intelligence
                                                    20. Social Learning
                                                    21. Stress Management
                                                    22. Taking Initiative
                                                    23. Work-Life Balance

                                                    Sales And Marketing

                                                    1. Body Language Basics
                                                    2. Call Center Training
                                                    3. Coaching Salespeople
                                                    4. Contact Center Training
                                                    5. Creating a Great Webinar
                                                    6. Employee Recognition
                                                    7. Event Planning
                                                    8. High Performance Teams Inside the Company
                                                    9. High Performance Teams Remote Workforce
                                                    10. In Person Sales
                                                    11. Internet Marketing Fundamentals
                                                    12. Marketing Basics
                                                    13. Media And Public Relations
                                                    14. Motivating Your Sales Team
                                                    15. Multi-Level Marketing
                                                    16. Overcoming Sales Objections
                                                    17. Presentation Skills
                                                    18. Proposal Writing
                                                    19. Prospecting and Lead Generation
                                                    20. Sales Fundamentals
                                                    21. Servant Leadership
                                                    22. Social Media Marketing
                                                    23. Telephone Etiquette
                                                    24. Top 10 Sales Secrets
                                                    25. Trade Show Staff Training

                                                    Supervisors And Managers

                                                    1. Budgets And Financial Reports
                                                    2. Coaching And Mentoring
                                                    3. Conducting Annual Employee Reviews
                                                    4. Developing New Managers
                                                    5. Employee Motivation
                                                    6. Facilitation Skills
                                                    7. Knowledge Management
                                                    8. Leadership And Influence
                                                    9. Lean Process And Six Sigma
                                                    10. Manager Management
                                                    11. Middle Manager
                                                    12. Office Politics For Managers
                                                    13. Performance Management
                                                    14. Self-Leadership
                                                    15. Supervising Others
                                                    16. Team Building Through Chemistry
                                                    17. Virtual Team Building And Management

                                                    Workplace Essentials

                                                    1. Appreciative Inquiry
                                                    2. Business Acumen
                                                    3. Business Ethics
                                                    4. Business Etiquette
                                                    5. Change Management
                                                    6. Civility In The Workplace
                                                    7. Conflict Resolution
                                                    8. Customer Service
                                                    9. Customer Support
                                                    10. Cyber Security
                                                    11. Delivering Constructive Criticism
                                                    12. Developing Corporate Behavior
                                                    13. Handling a Difficult Customer
                                                    14. Networking Outside the Company
                                                    15. Networking Within the Company
                                                    16. Respect in the Workplace
                                                    17. Risk Assessment and Management
                                                    18. Safety In The Workplace
                                                    19. Team Building For Managers
                                                    20. Teamwork And Team Building

                                                    Microsoft Office Specialist (MOS)

                                                    1. Access 2016 Essentials
                                                    2. Excel 2016 Essentials
                                                    3. Outlook 2016 Essentials
                                                    4. PowerPoint 2016 Essentials
                                                    5. Word 2016 Essentials
                                                    6. Excel 2016 Expert
                                                    7. Word 2016 Expert