Business Succession Planning: Developing and Maintaining a Succession Plan


Aimed at human resources professionals and executive leadership, Business Succession Planning will help prepare for the ongoing viability of their business operations. This course will assist participants with determining key members of their organization, who is in a position to provide mentorship, strengths that the company currently possesses, and how to recover when employees choose to pursue new opportunities.At the end of this course, participants will be able to: apply their understanding of the value of succession planning for successful businesses; work directly with the key elements of a succession plan; identify resources and analyze risks; create and discuss a succession plan, and then evaluate and review it; and discuss the elements of a succession plan in terms of roles, responsibility, function, scope, and evaluation.

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Course outline

Session One: Course Overview

Session Two: A Need for Succession Planning

Session Three: Defining a Succession Plan

Session Four: Pre-Assignment Review

Session Five: Identifying Resources and Analyzing Risks

Session Six: Defining Roles, Responsibilities, and Functions

Session Seven: Gathering Information

Session Eight: Forecasting Needs

Session Nine: Putting the Plan Together

Session Ten: Putting the Plan into Action

Session Eleven: Evaluating and Reviewing the Plan

Recommended Reading List

Post-Course Assessment

Personal Action Plan