Business Succession Planning

$495.00

SKU: GS2110 Categories: ,

Business Succession Planning

Our Business Succession Planning training materials provides you with a fully-customizable package of courseware content for delivery to your employees and/or students. Everything you need to run the course is included, just add trainer!


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All courseware print licences are perpetual – buy once and use forever!

  • Fully customizable. Sold on a site licence basis, you can tailor ALL content to meet specific learning or corporate requirements.
  • Digital download. Content is available to download after purchase.
  • Proven. Our course materials are used in hundreds of training centres around the world. Every course is fully beta tested and validated in the classroom before undergoing a full production release.
  • Simple… No need to invest in expensive DTP applications – all files are easily editable in any word processor.
  • Print on demand. You only need to print exactly what you need, when you need it.
  • Totally flexible. Courses can be modified to meet specific requirements. Sections can be removed. New content added. One or more titles can be combined. Whatever your training requirements, our courseware can help you meet that need.
  • Unlimited users. Content is sold on a site licence basis. You can train as many staff or employees at that location as you like. Forever!
  • Buy once. Use forever! You’re buying a perpetual licence. One payment gives you an unlimited site licence for use as long as you need it.
  • No limits! Unlike some content providers, our licence enables you to reprint the courseware as many times as you like. 1 student or 100,000. No limits…


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Student manual

Fully customisable. May be opened in any word processor and changed to meet your exact needs.

Trainer manual

Fully customisable with additional information for trainers.

Ice breakers and classroom activities

Empty section. Edit page to add content here.

Pre-assignment exercise

Pre-assignment exercise. Fully customisable. Helps to reinforce the delegates understanding of the course contents.

Course outline

Content overview. Fully customisable. Comprehensive course overview to help you market your course to your customers.

PowerPoint presentations

PowerPoint presentations. Fully customisable. Complete set of PowerPoint slides for use by the trainer.

Sales information sheets

Sales information sheets. Fully customisable. Information sheets to help you sell your course to your employees or external customers.

Additional reading materials

Additional reading… Fully customisable. Give your students some recommended further reading materials for this course.

Change is a hallmark of today’s business world. In particular, our workforce is constantly changing – people come and go, and move into new roles within the company. Succession planning can help participants make the most of that change by ensuring that when someone leaves, there is someone new to take their place. This course will help participants develop, maintain, and evaluate their succession plan.

  • Introduction and Course Overview You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
  • A Need for Succession Planning To begin, participants will explore the differences between succession planning and replacement hiring, including some of the advantages of succession planning.
  • Defining a Succession Plan This session introduces the SUCCESS acronym, which defines the succession plan process that the remainder of the course will focus on.
  • Pre-Assignment Review Next, participants will use information gathered in their pre-assignment to identify the critical people in their organization.
  • Identifying Resources and Analyzing Risks This session will give participants some tools to identify internal and external successors. We will also look at a sample risk assessment.
  • Defining Roles, Responsibilities, and Functions During this session, participants will start creating risk assessments, individualized engagement plans, and succession plan profiles.
  • Gathering Information This session will help participants identify ways to look within their own organizations and determine what the critical positions are.
  • Forecasting Needs There are six key ingredients to being able to forecast what people you will need when. Participants will explore each item in small groups. Participants will also learn about the role of coaching and mentoring.
  • Putting the Plan Together Next, participants will learn about using Appreciative Inquiry and Leadership Quality Assessments to develop a succession plan.
  • Putting the Plan into Action During this session, participants will explore the idea of phased implementation. We will also look at using technology to facilitate putting the plan into action.
  • Evaluating and Reviewing the Plan This session will look at the importance of evaluation. Participants will also work on modifying an evaluation checklist to suit their organization’s needs.
  • Your Action Plan To wrap up the day, participants will identify their next steps and participate in a review exercise.
  • Workshop Wrap-Up At the end of the day, students will have an opportunity to ask questions and fill out feedback forms