Succession planning is a process . . .

Although the need for a Succession Planning Process is as certain as death and taxes, many Companies fail to initiate such a process. When a Company fails to properly plan or execute succession planning, succession often becomes an untimely event with significant negative impact and / or destruction of years of hard work and effort.

Key Benefits

  • Clarify and communicate Company Vision
  • Assess functional requirements and current capabilities within the Company
  • Map a succession matrix and develop action plan to implement

Capabilities

Succession Planning is not a small project. It requires someone that can take a strategic view of the Company and the practical skills to interview current personnel in a thoughtful, professional manner. Few executives or owners have created Succession Plans that consider all of the personnel, financial and legal issues required to create a success. 

Strategic view
Through a structured process, key personnel are interviewed to capture their vision of the Company five or so years in the future. This vision is coupled with the Company's current state allowing shortfalls to be identified.
Self assessment
Key personnel are provided the opportunity to examine their current capabilities vs. the required skills and attributes of a senior position within the Company. The process provides the basis for an appropriate employee development plan.
Plan coordination
Most business owners are too busy running their business and have no experience in the succession planning area. We are experienced and capable of coordinating the Succession Planning effort, especially from the "business" side of the process.