Business Succession Planning

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A management succession plan affects an entire organisation. Planning a succession involves preparation, weighing options, initiating and managing change, overcoming obstacles and performing a thorough analysis of your staff and their skills and experience.

The PD Training Business Succession Planning Training Course gives you an understanding of the methods and techniques of business succession planning and skill building to implement the changes smoothly and successfully with skills like conducting a SWOT analysis, drafting a succession plan and mapping employee experience and skillsets.

This significant and lively training course is available now throughout Australia, including Brisbane, Sydney,, Melbourne, Canberra, Adelaide and Perth.

Your Learning Outcomes

In this course participants will:
 
  • Learn the importance of succession planning
  • Understand the process of succession planning
  • Recognise the importance of mentoring as a component of your plan
  • Learn to set goals using a SWOT analysis
  • Draft a plan, assign responsibilities and establish monitoring systems
  • Understand the importance of change management
  • Learn to anticipate obstacles
  • Know how to re-evaluate goals and focus on progress
  • Recognise when success has been achieved

4.6/5

from 11 responses
Download PDF Outline Duration: 1.0 Days
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"Michaela is a fantastic trainer, she really knows her stuff, delivery was great. Fantastic day can't say enough nice things about the whole experience. Thank you. "

-Grampians Community Health


Will recommend for any supervisor or team leader with in DHL. 

-DHL Supply Chain


I did gain knowledge and have already noticed improvement in my skills, only two days after attending the training. 

-Honda Australia Pty Ltd


Thanks for the Course. It was everything I expected. The venue was great and I will look into more courses with PD Training. 

-Australian Red Cross


Pam made a subject that could have been very boring exciting and interesting to learn. Enjoyed all her stories and created a great rapport with all staff. 

-Tafe NSW


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Plus you’ll also receive:

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If you’re not happy with the outcomes from
the course we offer a money back guarantee

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REACH
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For every participant
valued at $199 each

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Sick Day
Safety Net

No one left behind
with our 1/2 price re-run promise

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Development
Dashboard

12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

Learn Business Succession Planning Now

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The loss of valuable leadership can cripple a company. Business succession planning is essentially preparing successors to take on vital leadership roles when the need arises.

 

Whether it is preparing someone to take over as the sole proprietor of a small business or a position of leadership in a corporation, business succession planning is essential to the long-term survival of a company. This course will teach you the difference between succession planning and mere replacement planning and how to prepare people to take on the responsibilities of leadership so that the company thrives in the transition.

 

Course Outline for Business Succession Planning

After completing this course, participants will have learned to:

Topic 1

Getting Started

  • Workshop Objectives
  • Action Plans and Evaluation Forms

Topic 2

Succession Planning Vs. Replacement Planning

  • What is Business Succession Planning?
  • What is Replacement Planning?
  • Differences between Succession and Replacement
  • Deciding what you need

Topic 3

Preparing for the Planning Process

  • Should you establish a committee?
  • How to gather operational data

Topic 4

Initiating Process

  • Develop a Mission Statement
  • Develop a Vision Statement
  • Choosing to be a mentor

Topic 5

The SWOT Analysis

  • Identifying Strengths
  • Identifying Weaknesses
  • Identifying Opportunities
  • Identifying Threats

Topic 6

Developing the Succession Plan

  • Prioritise what the succession plan will address
  • Set goals and objectives
  • Develop a strategy for achieving goals
  • Draft the plan

Topic 7

Executing the Plan

  • Assign responsibility and authority
  • Establish a monitoring system
  • Identifying paths
  • Choosing your final approach

Topic 8

Gaining Support

  • Gathering data
  • Addressing concerns and issues
  • Evaluating and adapting

Topic 9

Managing the Change

  • Developing a change management plan
  • Developing a communication plan
  • Implementing the plans
  • Providing constructive criticism
  • Encouraging growth and development

Topic 10

Overcoming Roadblocks

  • Common obstacles
  • Re-Evaluating goals
  • Focusing on progress

Topic 11

Reaching the End

  • How to know when you’ve achieved success
  • Transitioning
  • Wrapping it all up
 

Topic 12

Wrapping Up

  • Words from the Wise
  • Action Plans and Evaluations

4.6/5

from 11 responses
Download PDF Outline Duration: 1.0 Days

Plus you’ll also receive:

shield

Money Back
Guarantee

If you’re not happy with the outcomes from
the course we offer a money back guarantee

profiles

REACH
Profiles

For every participant
valued at $199 each

sick

Sick Day
Safety Net

No one left behind
with our 1/2 price re-run promise

dashboard

Development
Dashboard

12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

Learn Business Succession Planning Now

Register Now Group Booking Quote

We create training that meets your needs.

1-hour Motivator

3-hour Power Sessions

Full Day Training

Conferences & Summits

  • OFFSITE
  • AT YOUR WORKPLACE
  • ONLINE

We’ll make things easier so you can focus on adding more value

We take care of all of the details, so you don’t have to:

  • Invite people to
    training
  • Sign
    In Sheet
  • Generate Branded
    Course Flyers
  • PDF’S of
    Certificates
  • Collects and
    Reports Feedback
  • Complete Results
    Dashboard

What are people going to do differently?

At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

My Action Plan

Want to get clear on impacts and measure success? We support you.

Our systems and people make it easy to identify how you’ll be able to measure impacts and then report on the success in the weeks or months after training.

Do you already have a training management system and wish they were automatically up to date?

It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

More than just a training provider - we are your learning and development partner.

We look forward to working with you, talk to one of our friendly expert consultants today.
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Asking Questions

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