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COURSE OUTLINE
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 workshop will help you teach participants:
- The value of succession planning for
successful businesses.
- The key elements of a succession plan in terms
of roles, responsibility, function, scope, and evaluation.
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.
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