Business Success Planning

Business Succession Planning Course Outline:

Module One: Getting Started

  •     Icebreaker
  •     Ground rules
  •     The parking lot
  •     Workshop objectives
  •     Action plans and evaluation forms

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 the 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 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