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Developing and Maintaining a succession Plan

Management


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