Bussiness Succession Planning Virtual Live Training
Bussiness Succession Planning Virtual Live Training in San Jose

From: 05 Mar 2021 To: 05 Mar 2021

Start Time: 09:00 AM End Time: 05:00 PM

Venue: San Jose, California

Created By: Micheal William

Ticket Type Ticket Price Seat Quantity Available Seats
Standard Fee $695.00 USD 10 Available
Early Bird Fee $495.00 USD 10 Available
Super Early Bird Fee $445.00 USD 10 Available

Total amount USD:



Bussiness Succession Planning Virtual Live Training

Event Description

Course  Overview:

Business Succession planning is all about beingprepared. The loss of valuable leadership can cripple even the strongest of companies. Succession planning is an essential component to the survival and growth of any business. Whether it is grooming employees to become leaders, or preparing for an employee’s retirement your participants will identify common obstacles and how to overcome them.

Our Business Succession Planning workshop will show you the differences between succession planning and mere replacement planning. How you prepare people to take on leadership responsibilities is just as important as hiring the right person for the job. Every company should have a form of succession planning in its portfolio.

Target Audience:

Anybody who is interested in learning Business Succession Planning

Learning Objectives:

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 progressRecognise when success has been achieved



Course Materials:

Students will receive a course manual with presentation slides and

reference materials.

Technical Requirements:

For eBooks:

Internet for downloading the eBook
Laptop, tablet, Smartphone, eReader (No Kindle)
Adobe DRM supported software (e.g. Digital Editions, Bluefire

eBook download and activation instructions


Module One: SuccessionPlanning Vs. Replacement Planning

What is Business Succession Planning?

  • What Is Replacement Planning?     

  • Differences Between      

  • Deciding What You Need

ModuleTwo: Preparing for the Planning Process   

How to Set Parameters for the Planning Process  

Should You Establish a Committee?   

How to Gather Operational Data

Module Three: Initiating Process  

Develop a Mission Statement

Develop a Vision Statement

Choosing to Be a Mentor

Module Four: The SWOT Analysis

Identifying Strengths      

Identifying Weaknesses    

Identifying Opportunities     

Identifying Threats

Module Five: Developing the Succession Plan

Prioritize What the Succession Plan Will Address

Set Goals and Objectives   

Develop a Strategy for Achieving Goals     

Draft the Plan

Module Six: Executing the Plan

Assign Responsibility and Authority

Establish a Monitoring System

Identifying Paths   

Choosing Your Final Approach

Module Seven: Gaining Support

Gathering Data

Addressing Concerns and Issues  

Evaluating and Adapting

Module Eight: Managing the Change

Developing a Change Management Plan

Developing a Communication Plan

Implementing the Plans   

Providing Constructive Criticism    

Encouraging Growth and Development

Module Nine: Overcoming



Common Obstacles


Re-Evaluating Goals


Focusing on Progress

Module Ten: Reaching the



color:black">How to Know When You’ve Achieved Success




Wrapping it All Up

Module Eleven: Wrapping



Words from the Wise


Review of Parking Lot


Lessons Learned


Completion of Action Plans and Evaluations
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Organizer Details

Name: Micheal William

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