Phone: 1300 121 400

Email: enquiries@pdtraining.com.au

A key, often overlooked, component of business continuity

planning is the ability for an organisation to recover when
valuable leadership is lost.

This Succession Planning course lays the framework for a

carefully crafted succession plan and can elevate an organisation
from mere leadership replacement, to a successful & thriving
transition.

This dynamic training course is available now throughout

Australia, including Brisbane, Sydney, Melbourne, Canberra,
Adelaide and Perth.

Business Succession Planning Training Course Outline

Foreword:

The loss of valuable leadership can cripple a company. Business succession planning is essentially preparing successors to take on
vital leadership roles when the need arises.

Whether it is preparing someone to take over as the sole proprietor of a small business or a position of leadership in a corporation,
business succession planning is essential to the long-term survival of a company. This course will teach you the difference between
succession planning and mere replacement planning and how to prepare people to take on the responsibilities of leadership so that
the company thrives in the transition.

Learning Outcomes Course Length

Define business succession planning & its role in the 1 day

organisation
Lay the groundwork for developing a succession plan
Recognise the importance of mentorships
Learn to use a SWOT analysis to set goals
Create a plan, assign roles & execute the plan
Develop a plan to manage change
Learn to anticipate obstacles, re-evaluate goals & focus
on progress
Learn how to know when success has been achieved

Phone: 1300 121 400 www.pdtraining.com.au

Business Succession Planning Training Courses are delivered by pdtrainings Business Succession Planning training
specialists in Brisbane, Sydney, Melbourne, Adelaide, Canberra, Perth and Australia wide.
 Phone: 1300 121 400
Email: enquiries@pdtraining.com.au

Business Succession Planning Training Course - Lesson 1 Business Succession Planning Training Course - Lesson 6
Succession Planning Vs. Replacement Planning Executing the Plan

What is Business Succession Planning? Assign responsibility and authority

What is Replacement Planning? Establish a monitoring system
Differences between Succession and Replacement Identifying paths
Deciding what you need Choosing your final approach

Business Succession Planning Training Course - Lesson 2 Business Succession Planning Training Course - Lesson 7
Preparing for the Planning Process Gaining Support

How to set parameters for the planning process Gathering data

Should you establish a committee? Addressing concerns and issues
How to gather operational data Evaluating and adapting

Business Succession Planning Training Course - Lesson 3 Business Succession Planning Training Course - Lesson 8
Initiating Process Managing the Change

Develop a Mission Statement Developing a change management plan

Develop a Vision Statement Developing a communication plan
Choosing to be a mentor Implementing the plans
Providing constructive criticism
Encouraging growth and development

Business Succession Planning Training Course - Lesson 4 Business Succession Planning Training Course - Lesson 9
The SWOT Analysis Overcoming Roadblocks

Identifying Strengths Common obstacles

Identifying Weaknesses Re-Evaluating goals
Identifying Opportunities Focusing on progress
Identifying Threats

Business Succession Planning Training Course - Lesson 5 Business Succession Planning Training Course - Lesson 10
Developing the Succession Plan Reaching the End

Prioritize what the succession plan will address How to know when youve achieved success
Set goals and objectives Transitioning
Develop a strategy for achieving goals Wrapping it all up
Draft the plan

Phone: 1300 121 400 www.pdtraining.com.au

Business Succession Planning Training Courses are delivered by pdtrainings Business Succession Planning training
specialists in Brisbane, Sydney, Melbourne, Adelaide, Canberra, Perth and Australia wide.
 Phone: 1300 121 400
Email: enquiries@pdtraining.com.au

Web Links:

View this course outline

http://pdtraining.com.au/business-succession-planning-training-course

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http://pdtraining.com.au/in-house-training-instant-quote/

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http://bookings.pdtraining.com.au/publicclassbooking.aspx

Phone: 1300 121 400 www.pdtraining.com.au

Business Succession Planning Training Courses are delivered by pdtrainings Business Succession Planning training
specialists in Brisbane, Sydney, Melbourne, Adelaide, Canberra, Perth and Australia wide.