Business Succession Planning Training Course

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.

Learning Outcomes
Course Outline
In-House
Training
Public Class
  • 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 day course
    PD Training customer feedback infographic with average of 9 out of 10



    Reviews

    Business Succession Planning Training Course Reviews:

    PD Training Training Courses Reviews:

    Fantastic, Anne was amazing and worked really well with the group. She was even willing to stay back after the session had finished to discuss specific questions and situations.
    Metcash/IGA
    Was really pleased to see the effort put into tailoring the course for a group of St John Ambulance personnel. The use of relevant examples certainly captivated the group and enabled them to interact without trying to work out the links between what the presenter said and what they know and understand of their job and its role.
    St John Ambulance
    I have been a training facilitator for many years and Annes energy and enthusiasm was inspiring and I honestly have to say, she is the best trainer I have experienced.
    Metcash/IGA
    Russell my "acct manager" was great, easy to work with and responsive to my needs. it was great having one contact. I also needed to call for IT support with my log on. The team there were very responsive as well. Your pricing is very competitive. We will be using PD Training again. Will talk to Russell as I may have a need for 35 students to attend a course that we may need to alter. Thank you.
    Department of Veteran Affairs
    Thank you, the small group atmosphere and personalised advice was really reassuring and I will definitely advise others to PD Training.
    Children's Protection Society
    It was fantastic to have Jessica come in and train our team. The course was highly appropriate for our support centre and I believe each individual benefited from the training provided. Jessica did a fantastic job of engaging each of the staff members and had each of them contribute to the day. She tailored the training to our specific requirements and worked on the fly where needed to get the most out of our team. Ryan has done a great job to sort through any concerns or initial reservations that I had in regards to training and helped pick the right course for our team. Overall a really great experience and I will be recommending follow up courses to my management team in future.
    Siteminder
    A month later I'm still finding the course very beneficial, as it forced me evaluate many personal aspects of my life. As a result I have identified key goals I want to achieve, and I'm making them happen.
    Sensate Ltd
    The moment the trainer told us he used to have the same problem himself, was the moment I felt at ease straight away. It helped to have someone who could empathise with us. The trainer kept the momentum going, stuck to his timelines (breaks etc.) and covered the content he wanted to.
    Individual Public Class participants
    Will recommend for any supervisor or team leader with in DHL.
    DHL Supply Chain
    Michaela is a fantastic trainer, she really knows her stuff, delivery was great. Fantastic day can't say enough nice things about the whole experience. Thank you.
    Grampians Community Health
    Karen was great! Energetic, encouraged a laugh and it didn't like a boring training course at all it was educational yet fun!!
    Holcim
    This was one of the most productive training sessions that I have done in the last 5 years.
    Sun Engineering Ltd
    Murray was very helpful and was able to work with our specific requirements which made the course even more beneficial. I have already recommended PD Training to CASA for future training.
    Civil Aviation Safety Authority
    Scott was very enthusiastic and kept me interested for the entire session. One of the best training styles I have come across.
    Slattery & Acquroff Stairs
    Very impressed with what I learnt from the day. Scott was awesome & I enjoyed the day so much. Helped me out in so many ways that I am really looking forward to the next session. Have already put some of the skills Scott taught me to work.
    Public Class Participant
    I liked it that the trainer valued our contributions and stories recognising the wealth of experience in the room.
    Counties Manukau District Health Board
    Very interactive and engaging course with a brilliant facilitator.
    Counties Manukau District Health Board
    Absolutely fantastic. One of the best workshops I have been to in a while.
    Counties Manukau District Health Board
    Scott was a brilliant trainer who was able to change his delivery as required to satisfy our requirements.
    Tiger Airways



  • Course Outline - Business Succession Planning Training Course

    Download 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.

    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

    Clients and testimonials

    In-House training benefits:

    • Flexible length - sessions as short as 1-hour
    • Cost effective - great group pricing
    • Greatest impact in the shortest time
    • Excellent Team Building Opportunity
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware as books (& available in the App)

    Delivery Options for In-house training
    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training
    Conferences
    Conferences

    Choose the Training Location


    You can expect:

    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 7 years training experience.

    Tailored training

    Focussed on you

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

    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.

    Price coaching

    1/2 Price Coaching

    We all know the importance of reinforcement, so we'll come back within 90 days of the original course 1/2 price.

    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.

    Orgmenta app
  • Public Class Dates for Business Succession Planning Training Course

    Details:

    • Time: 9:00 AM - 4:30 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)

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

    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 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.

    Orgmenta app
Not exactly what you needed? Try other courses in the Human Resources Courses Category

 
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The Learning impact is increased by providing a personalised and contextualised learning experience, followed by ongoing collaboration and reinforcement on demand.

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