Succession Planning Workshop

Succession planning, together with succession management, saves the cost and time external personnel searches require. Succession planning improves employee morale and reduces the adverse effects of re-engineering and downsizing. Most importantly, it creates a diverse talent pool within your organization. This workshop guides you through the process for setting up a succession planning program; application tools and activities to implement succession management; and, finally, benchmarking and evaluation procedures for your plan.

Succession Planning Workshop Outline

LESSON 1: Succession Planning: An Overview
  • Succession Planning in Contrast to Replacement Planning
  • Succession Planning: The True Meaning
  • The Importance of a Dependable Plan
  • In Effect, Creating a Climate for Leaders
LESSON 2: Identifying Key Positions
  • The Circle of Leadership
  • Evaluating Individual Performance
  • Evaluating Overall Team Performance
LESSON 3: Defining Core Competencies
  • Defining Responsibilities and Functions
  • Understanding Competencies
  • Talent Pool Identification
LESSON 4: Identifying Key People
  • Performance Reviews
  • Selecting Your Dream Team
  • Performance vs. Potential: 9-Box Assessment
LESSON 5: Developing Learning Paths
  • Preparing Professional Development Plans
  • Professional Development Plans and Competencies
  • Supporting Long-Term Coaching
LESSON 6: Measuring Success
  • Overview of Accountability Process

What People are Saying About the Workshop

I feel the handouts and activities done in this class were better than in any other classes by other providers.

On the whole, the training I received today was very helpful. For instance, the handouts, slides and activities used can reach all types of different learning styles.

This training was more advanced and in-depth with better course material than my previous trainings. Very good instructors and also great hand-outs.

The training was both thorough and applicable.  In particular, it provided the knowledge needed to help prepare my department for succession planning.

Contact Us Today About the Succession Planning Workshop!


Mailing Address
PO Box 131475
Spring, TX 77393

Physical Address
9595 Six Pines Drive, Suite 4000
East Commons
The Woodlands, TX 77380

Phone: +1(713) 402-1900

Synergistx Business Solutions