Succession Planning/Transitioning Topics
AVOIDING THE CLIFF
Succession Planning/Transitioning Topics
Planning Workshop Content
Topics to select from for a full-day or half-day workshop.
- Avoidance: 5 Key Obstacles to Succession Planning and Transitioning
- The Business Case for Succession and Transitioning Planning
- Avoiding the Business Disruption Crisis (negative scenarios from lack of succession planning)
- The 3 Biggest Mistakes by Leaders in Addressing Succession Planning
- The 4 Most Common Obstacles to Effective Succession Planning
- 3 Things Every Firm Should Do Today to Ensure a Sound Succession Planning Process
- Preparing Younger Professionals for Leadership
- Getting Ready to Pass the Baton: How to Raise Confidence in the Next Generation of Potential Leaders
- Generational Issues in Transitioning
- Involving Younger Generations in Identifying Succession Planning Criteria and Attributes
- Legacy Planning for Baby Boomers and founders
- Breaking Down the Silos for Succession Planning – Who Will Make It Happen?
- Transitioning Planning – Best Practices
- You Get what You Reward – Possible cultural and policy changes
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.