Business Succession Planning – Developing and Maintaining a Succession Plan


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 you make the most of that change by ensuring that when someone leaves, there is someone new to take their place. This course will teach you the basics about creating and maintaining a succession plan.


Member Price: $132.00

Learning Objectives

  • Demonstrate an understanding of the value of succession planning for successful businesses
  • Demonstrate expertise with the key elements of a succession plan
  • Create and discuss aspects of a succession plan
  • Discuss the elements of a succession plan in terms of roles, responsibility, function, scope, and evaluation


Course Outline

  1. Course Overview
  2. A Need for Succession Planning
  3. Defining a Succession Plan
  4. Pre-Assignment Review
  5. Identifying Resources and Analyzing Risks
  6. Defining Roles, Responsibilities, and Functions
  7. Gathering Information
  8. Forecasting Needs
  9. Putting the Plan Together
  10. Putting the Plan into Action
  11. Evaluating and Reviewing the Plan
  12. Your Action Plan
  13. Personal Action Plan
  14. Recommended Reading List
  15. Post-Course Assessment


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