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Management

Developing and Maintaining a succession Plan


Description

One of the reasons why talented financial professionals do not advance within their organizations is because there is no one to succeed them. Effective Succession Planning mandates a proactive, deliberate process in developing a path to identifying a qualified successor to take over responsibilities.

This course offers a step-by-step process in developing a strategy for an effective transfer of responsibilities, well in advance of a promotion, to enable a seamless transition. The thorough completion of the exercises will ensure that the participant has a jump start in this process, and the promise of a bright future for the successor.

Content
  • Agenda
  • Learning Objectives
  • Replacing VS Succeeding I
  • Replacing VS Suceeding II
  • Replacing Vs Succeeding III
  • Replacing Vs.Succeding (v)
  • Replacing Vs. Succeding (IV)
  • The Reasons for supporting Succession Planning (I)
  • Replacing Vs. Succeeding (VI)
  • The Reasons for Supporting Succession Planning (II)
  • The Reasons for Supporting Succession Planning (III)
  • Strong Leaders and a Strong Organization (I)
  • Components of the Plan (I)
  • Components of the Plan (II)
  • Strong Leaders and a Strong Organization (II)
  • Setting the Scope (I)
  • Setting the Scope (II)
  • Pre-Assignment Review
  • Setting the Scope (III)
  • Identifying Resources (IV)
  • Identifying Resources (I)
  • Identifying Resources (III)
  • Identifying Resources (II)
  • Individualized Engagement Plan (III)
  • Individualized Engagement Plan (II)
  • Individualized Engagement Plan (I)
  • Working the Plan
  • Risk Assessment (II)
  • Gathering Information (I)
  • Gathering Information (II)
  • Key Ingredients of a Successful Plan (II)
  • Key Ingredients of a Successful Plan (I)
  • Risk Assessment (I)
  • Coaching and Mentoring (I)
  • Coaching and Mentoring (III)
  • Coaching and Mentoring (II)
  • Using Appreciative Inquiry (I)
  • Using Appreciative Inquiry (II)
  • Using Appreciative Inquiry (IV)
  • Using Appreciative Inquiry (V)
  • Using Appreciative Inquiry (III)
  • How to Choose the Leader (I)
  • Slide44
  • Phased Implementation (I)
  • How to Choose the Leader (II)
  • Technology (II)
  • Phased Implementation (III)
  • Phased Implementation (II)
  • Technology (III)
  • Evaluation Challenges (I)
  • Technology (I)
  • Evaluation Challenges (II)
  • Evaluation Challenges (III)
  • Sample Evaluation (I)
  • Sample Evaluation (II)
  • Sample Evaluation (III)
  • Sample Evaluation (IV)
  • Sample Evaluation (V)
  • Sample Evaluation (VI)
  • Plan and Then Do (I)
  • Check Out the Checklist
  • Plan and Then Do (II)
  • Plan and Then Do (III)
  • Next Steps
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever