Practice Development Counsel

Phyllis weiss haserot
Phyllis weiss haserot

President & Founder

212 593-1549

Succession Planning & Knowledge Transfer

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Why You Need to Think About Succession Planning Today!

How many people in your organization would be hard to replace quickly and competently if they were to leave, voluntarily or involuntarily?

Any organization intending to be sustainable beyond a pop-up event will be faced with succession issues, sometimes with little or no warning. Ideally a process for succession, knowledge transfer and transitioning should be baked into the business model from early on. When things are humming along well, no one likes to have to think of changing critical personnel – but it may not be in your control to determine when people leave.

Here are some circumstances our clients have found themselves in that disrupted or significantly distracted the business of the organization.

Click on the links below for our workshop content/topics and articles on succession planning, knowledge transfer and transitioning, and Contact Us for more information and hands on guidance.


Avoiding the Cliff

Succession Planning/Transitioning Topics


Succession Planning Breaking Down Silos

Cross-Generational Perspective on Succession Planning – Part One

Cross-Generational Perspective on Succession Planning – Part Two

Succession Planning & Knowledge Transfer: When Confidence is Lacking in the NextGen