Avoiding the Cliff Workshop

Solving the Relationship Side of the Succession and Knowledge Transfer Challenge

Stop avoiding the inevitable!

Workshop Outline – for full day or half day

Today’s Landscape – Threats and Opportunities

The business case and benefits of succession planning and knowledge transfer (KT)
Group exercise: What knowledge must be transferred?
What’s necessary to ensure a sound succession planning/KT process? And 5 key impediments
Barriers to knowledge transfer
5 ways multigenerational issues reframe planning
How to prepare the next generation
Generational attributes, and why they are how they are
Transitioning Process components – Group discussion of cultural elements
How to jump-start the implementation process: Individual exercise; group exercise
Tools you can use
Group discussion: Plan implementation
Best practices summary
Group exercise and discussion: Starting to plan
Questions to take back to the office and next steps

Do you make the effort to engage your team members, colleagues and clients in conversations that are open, welcoming and encourage questions on how to continually grow in their development and client/customer relationships? This highly interactive workshop will jumpstart the process and address sensitive issues in a non-threatening way.

pwhaserot@pdcounsel.com
www.pdcounsel.com