Courseware and Training Materials

What's included?
What’s included?
Available for delivery as a download from our web server or provided on CD, this courseware package includes the following resources to make your trainer’s life much, much easier.

This courseware package includes:

	Student Manual. Fully customisable. May be opened in any wordprocessor and changed to meet your exact needs.
	Trainer manual. Fully customisable with additional information for trainers.
	Ice breakers and class activities. Fully customisable. Delivered as a folder full of activities for your students.
	Content overview. Fully customisable. Comprehensive course overview to help you market your course to your customers.
	PowerPoint presentations. Fully customisable. Complete set of PowerPoint slides for use by the trainer.
	Sales information sheets. Fully customisable. Information sheets to help you sell your course to your employees or external customers.
	Additional reading… Fully customisable. Give your students some recommended further reading materials for this course.

To get started, just open this ‘Business Succession Planning’ training courseware in your favourite word processor. You can fully customise the materials to suit your exact learning needs and include your own branding. Your own tailor-made course, delivered ‘off-the-peg’ and saving you thousands of pounds in development time and man-hours. Just press print and the perfect learning experience is yours to deliver.

Course outline
Course outline

Introduction

Change is a hallmark of today’s business world. In particular, our workforce is constantly changing – people come and go, and move into new roles within the company. Succession planning can help participants make the most of that change by ensuring that when someone leaves, there is someone new to take their place. This one-day course will help participants develop, maintain, and evaluate their succession plan.

Highlights of what participants will learn:

• Understand the value of succession planning for successful businesses;
• Develop expertise with the key elements of a succession plan;
• Create and discuss aspects of a succession plan;
• Discuss the elements of a succession plan in terms of roles, responsibility, function, scope, and evaluation

Course contents

• Introduction and Course Overview You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
• A Need for Succession Planning To begin, participants will explore the differences between succession planning and replacement hiring, including some of the advantages of succession planning.
• Defining a Succession Plan This session introduces the SUCCESS acronym, which defines the succession plan process that the remainder of the course will focus on.
• Pre-Assignment Review Next, participants will use information gathered in their pre-assignment to identify the critical people in their organization.
• Identifying Resources and Analyzing Risks This session will give participants some tools to identify internal and external successors. We will also look at a sample risk assessment.
• Defining Roles, Responsibilities, and Functions During this session, participants will start creating risk assessments, individualized engagement plans, and succession plan profiles.
• Gathering Information This session will help participants identify ways to look within their own organizations and determine what the critical positions are.
• Forecasting Needs There are six key ingredients to being able to forecast what people you will need when. Participants will explore each item in small groups. Participants will also learn about the role of coaching and mentoring.
• Putting the Plan Together Next, participants will learn about using Appreciative Inquiry and Leadership Quality Assessments to develop a succession plan.
• Putting the Plan into Action During this session, participants will explore the idea of phased implementation. We will also look at using technology to facilitate putting the plan into action.
• Evaluating and Reviewing the Plan This session will look at the importance of evaluation. Participants will also work on modifying an evaluation checklist to suit their organization’s needs.
• Your Action Plan To wrap up the day, participants will identify their next steps and participate in a review exercise.
• Workshop Wrap-Up At the end of the day, students will have an opportunity to ask questions and fill out feedback forms

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