A management succession plan affects an entire organisation. Planning a succession involves preparation, weighing options, initiating and managing change, overcoming obstacles and performing a thorough analysis.

The PD Training Business Succession Planning Training Course develops an understanding of the methods and techniques of business succession planning and skill building to implement the changes smoothly and successfully.

This significant and lively training course is available now throughout New Zealand, including Auckland, Christchurch and Wellington.

Please click on the Public Class tab below to view our Business Succession Planning Training course schedule by city or click the In-House Training tab to receive a free quote for courses delivered at your preferred location.

Your Learning Outcomes
Business Succession Planning Training Course

In this course participants will:
 
  • Learn the importance of succession planning
  • Understand the process of succession planning
  • Recognise the importance of mentoring as a component of your plan
  • Learn to set goals using a SWOT analysis
  • Draft a plan, assign responsibilities and establish monitoring systems
  • Understand the importance of change management
  • Learn to anticipate obstacles
  • Know how to re-evaluate goals and focus on progress
  • Recognise when success has been achieved
Duration: 1.0 day course



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Course Outline
Business Succession Planning Training Course

Download Business Succession Planning 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.

Business Succession Planning Training Course - Lesson 1
Succession Planning Vs. Replacement Planning
  • What is Business Succession Planning?
  • What is Replacement Planning?
  • Differences between Succession and Replacement
  • Deciding what you need
Business Succession Planning Training Course - Lesson 2
Preparing for the Planning Process
  • Should you establish a committee?
  • How to gather operational data
Business Succession Planning Training Course - Lesson 3
Initiating Process
  • Develop a Mission Statement
  • Develop a Vision Statement
  • Choosing to be a mentor
Business Succession Planning Training Course - Lesson 4
The SWOT Analysis
  • Identifying Strengths
  • Identifying Weaknesses
  • Identifying Opportunities
  • Identifying Threats
Business Succession Planning Training Course - Lesson 5
Developing the Succession Plan
  • Prioritise what the succession plan will address
  • Set goals and objectives
  • Develop a strategy for achieving goals
  • Draft the plan
Business Succession Planning Training Course - Lesson 6
Executing the Plan
  • Assign responsibility and authority
  • Establish a monitoring system
  • Identifying paths
  • Choosing your final approach
Business Succession Planning Training Course - Lesson 7
Gaining Support
  • Gathering data
  • Addressing concerns and issues
  • Evaluating and adapting
Business Succession Planning Training Course - Lesson 8
Managing the Change
  • Developing a change management plan
  • Developing a communication plan
  • Implementing the plans
  • Providing constructive criticism
  • Encouraging growth and development
Business Succession Planning Training Course - Lesson 9
Overcoming Roadblocks
  • Common obstacles
  • Re-Evaluating goals
  • Focusing on progress
Business Succession Planning Training Course - Lesson 10
Reaching the End
  • How to know when you’ve achieved success
  • Transitioning
  • Wrapping it all up
 

In-House Training We’ll focus on what matters most to you and tailor to your context


Live Online or Hybrid Class Tailored to Your Needs

When you want a tailored learning experience targeting exactly what you want without bringing everyone physically together, the best choice is a Live Online Class run by PDT.

We tailor the content and activities to be specific to your current needs and the needs of the people and run the course in our usual activity-based workshop style training, however, the participants can all be offsite, or some can be in the room with others offsite.

Unless you have a preferred tools we use 'Zoom for Education' that includes enhanced collaboration features such as One-click content sharing, real-time co-annotation (people can work together in activity files), and digital whiteboarding, we also include things like live polls and group chats so you virtually have the same collaborative learning experience of attending a course in a room with other people.

live online & hybrid

We have delivered these 100's (if not 1000's) of times, and get great outcomes. We achieve great outcomes because we keep our learner centric approach - just because it’s delivered through a screen to some or all participants doesn’t mean it needs to be less tailored or less personalised.

You still have an expert trainer who talks to you prior to the session and tailors the delivery to use your terminology, ensure activities are relevant and directly applicable and ensures an engaging learning experience that provide people with skills and techniques they can apply the very next day.

A hybrid class is with some people dialling in, and some people physically together in the same room.

Live Online Participant Feedback:

90% Overall Trainer Rating

88% Delivery was Adapted to me Personally

75% I Would Recommend this Course to Someone Else

Face to Face Options With Everyone in the same room

1-hour Motivator
one hour motivator
3-hour Power Sessions
3 hour power session
Full-day training
full day training
Conferences
Conferences
At your workplace At your workplace
In our Training Rooms In our Training Rooms
 In our Online Training  Room - the HIVE In our Online Training Room

We’ll make things easier so you can focus on adding more value

We provide the Training Management Centre which is an information hub before, during and after training.
(Let us know if there’s parts you don’t want to use)

Invites people to training

(So you don’t have to)

Invite People icon

Generates Sign in Sheet

(So you don’t have to)

Generate Sign In Sheet Icon

Generates Branded Flyer

If you if you want to ‘promote’ internally

Generate Branded Flyer Example

PDF’s of Certificates

(can be co-branded with your logo)

Completion Certificate Included

Collects and Reports feedback

(So you don’t have to)

Feedback Report Example

Complete Results Dashboard

(including trainer insights)

Results Dashboard Example

What are people going to do differently?

At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

My Action Plan
Participants encouraged to create

Want to get clear on impacts and measure success? Our system and expert consultants support you.


Our systems and people make it easy to identify how you’ll be able to measure impacts,
and then report on the success in the weeks or months after training.

Measure metrics your way

Do you already have a training management system and wish they were automatically up to date?

Training APIs

It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

More than just a training provider - we are your Learning and Development Partner, we look forward to working with you, talk to one of our friendly expert consultants today.

Public Class Dates for
Business Succession Planning Training Course

Details:

  • Time: 09:00 AM - 04:30 PM
  • Small classes, average 5 people, max 16
  • Prices excl. GST
  • Lunch and refreshments included
  • Pay on Invoice or by Credit Card

Questions:

  • Certificate of Completion (always available in the App)
  • Comprehensive courseware as books (& available in the App)

UNLIMITED TRAINING FOR AN
ENTIRE YEAR FOR LESS THAN THE
COST OF 3 DAYS OF TRAINING

learn more

Location Date 1 Date 2 Date 3 Date 4
Auckland
Auldhouse Computer Training, Three Lamps , 338 Ponsonby Road Ponsonby NZ 1011
November 16
1.0 day course
$695.00
Filling fast
February 11
1.0 day course
$695.00
Filling fast
May 17
1.0 day course
$695.00
Filling fast
August 6
1.0 day course
$695.00
Filling fast
Wellington
Auldhouse, JacksonStone House, , Level 8, 11 Hunter Street Wellington NZ 6011
November 16
1.0 day course
$695.00
Filling fast
February 11
1.0 day course
$695.00
Filling fast
May 17
1.0 day course
$695.00
Filling fast
August 6
1.0 day course
$695.00
Filling fast
Christchurch
Auldhouse, 13 Stanley Street, Sydenham Christchurch NZ 8023
November 16
1.0 day course
$695.00
Filling fast
February 11
1.0 day course
$695.00
Filling fast
May 17
1.0 day course
$695.00
Filling fast
August 6
1.0 day course
$695.00
Filling fast

When you book a Public Class with PD Training you can expect:

PDT Activities and discussion

To Be Engaged All Day

Activities and discussion for engaged learning all day.

Real world trainer

An outstanding trainer

On average PDT trainers have 15 years industry experience and 7 years training experience.

Tailored training

Focussed on you

We always tailor activities and scenarios to be relevant to you.

Transfer policy

100% Transfer Policy

If an unforseen event prevents public class attendance, no problem. Transfer to new person, course, date or city.

Refresher course

Refresher Course $0

In-House and Public Class participants are welcome to join a public class in the same topic for 12 months.

Confidence of booking

Acclaimed Provider

The confidence of booking with an acclaimed multi national training company.

eLearning and video

Multi-modal Reinforcement

Support, reinforcement & extension eLearning and videos in the App.

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