Practice Development Counsel

Phyllis weiss haserot
Phyllis weiss haserot

President & Founder

212 593-1549

Succession Planning/Transitioning Topics

Bookmark and Share


Succession Planning/Transitioning Topics


Planning Workshop Content

Topics to select from for a full-day or half-day workshop.


This content can be delivered as a workshop with 3 or 4 speakers/facilitators, led by Phyllis Weiss Haserot, someone from firm management, and/or a young professional rising to leadership of the company or practice expertise or primarily by Ms. Haserot.

We will include group discussions, assessments and planning worksheets for exercises and planning.

Handout materials will include articles and checklists.

©   Phyllis Weiss Haserot   2008. Revised 2015.