Course Outline
Module One: Getting Started
- Icebreaker
- Housekeeping Items
- The Parking Lot
- Workshop Objectives
Module Two: Succession Planning Vs. Replacement Planning
- What is Business Succession Planning?
- What Is Replacement Planning?
- Differences Between
- Deciding What You Need
Module Three: Preparing for the Planning Process
- How to Set Parameters for the Planning Process
- Should You Establish a Committee?
- How to Gather Operational Data
Module Four: Initiating Process
- Develop a Mission Statement
- Develop a Vision Statement
- Choosing to Be a Mentor
Module Five: The SWOT Analysis
- Identifying Strengths
- Identifying Weaknesses
- Identifying Opportunities
- Identifying Threats
Module Six: 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 Seven: Executing the Plan
- Assign Responsibility and Authority
- Establish a Monitoring System
- Identifying Paths
- Choosing Your Final Approach
Module Eight: Gaining Support
- Gathering Data
- Addressing Concerns and Issues
- Evaluating and Adapting
Module Nine: Managing the Change
- Developing a Change Management Plan
- Developing a Communication Plan
- Implementing the Plans
- Providing Constructive Criticism
- Encouraging Growth and Development
Module Ten: Overcoming Roadblocks
- Common Obstacles
- Re-Evaluating Goals
- Focusing on Progress
Module Eleven: Reaching the End
- How to Know When You’ve Achieved Success
- Transitioning
- Wrapping it All Up
Module Twelve: Wrapping Up
- Words from the Wise
- Review of Parking Lot
- Lessons Learned
- Completion of Action Plans and Evaluations
