Business Succession Planning Training

Training Summary

Certificate: No Certification

Duration: 1 Day

Course Delivery: Classroom / Virtual

Language: English

Credits: 8

Training Highlights

  • High quality training from Certified & Industry Experts
  • Earn 8 PDUs and 8 SEU’s
  • Course Completion Certificates
  • Reimbursement guaranteed if the training is not satisfied
  • Extensive documentation provided

Our approach is both practical and inspirational.Our training is carefully designed and tested to develop the key skills and confidence needed while being highly participatory and fun

Course Overview

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 of your staff and their skills and experience.

Course Description See Below

Course Description:

Business succession planning is all about being prepared. The loss of valuable leadership can cripple even the strongest of companies. Succession planning is an essential component to the survival and growth of any business. Whether it is grooming employees to become leaders, or preparing for an employee"s retirement your participants will identify common obstacles and how to overcome them.
Our Business Succession Planning workshop will show you the differences between succession planning and mere replacement planning. How you prepare people to take on leadership responsibilities is just as important as hiring the right person for the job. Every company should have a form of succession planning in its portfolio.

Course Outline:

Module One: Succession Planning Vs. Replacement Planning

●     What is Business Succession Planning?
●     What Is Replacement Planning?
●     Differences Between
●     Deciding What You Need
ModuleTwo: Preparing for the Planning Process

●     How to Set Parameters for the Planning Process
●     Should You Establish a Committee?
●     How to Gather Operational Data
Module Three: Initiating Process

●     Develop a Mission Statement
●     Develop a Vision Statement
●     Choosing to Be a Mentor
Module Four: The SWOT Analysis

●     Identifying Strengths
●     Identifying Weaknesses
●     Identifying Opportunities
●     Identifying Threats
Module Five: Developing the Succession Plan

●     Prioritize What the Succession Plan Will Address
●     Set Goals and Objectives
●     Develop a Strategy for Achieving Goals
●     Draft the Plan
Module Six: Executing the Plan

●     Assign Responsibility and Authority
●     Establish a Monitoring System
●     Identifying Paths
●     Choosing Your Final Approach
Module Seven: Gaining Support

●     Gathering Data
●     Addressing Concerns and Issues
●     Evaluating and Adapting
Module Eight: Managing the Change

●     Developing a Change Management Plan
●     Developing a Communication Plan
●     Implementing the Plans
●     Providing Constructive Criticism
●     Encouraging Growth and Development
Module Nine: Overcoming Roadblocks

●     Common Obstacles
●     Re-Evaluating Goals
●     Focusing on Progress
Module Ten: Reaching the End

●     How to Know When You’ve Achieved Success
●     Transitioning
●     Wrapping it All Up
Module Eleven: Wrapping Up

●     Words from the Wise
●     Review of Parking Lot
●     Lessons Learned
●     Completion of Action Plans and Evaluations
Learning Objectives:

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
Once after the training you receive course completion certificate from Mangates
Anybody who is interested in learning Business Succession Planning
What Does Mangates provide me on the day of the course?

We provide Course Materials, Course Completion Certificate and Refreshements

What experience does Instructor has?

All our Instructors are Certified & Industry Experts and they have years of experience in teaching Agile Courses

What Does Mangates provide me on the day of the course?

We provide Course Materials, Course Completion Certificate and Refreshements

What experience does Instructor has?

All our Instructors are Certified & Industry Experts and they have years of experience in teaching Agile Courses

Does this course includes exam?

This course does not include exams as this is non-certifications course. once after the training we provide course completion certificate with each credit per hour (SEU,s or PDU’s)


We have most experienced trainers in the Industry. Our Trainers are highly skilled in their subject areas and are uniquely positioned to provide participants with deep industry experience. They are motivated to transfer knowledge through practical support post and pre-training to provide participants with additional support outside the classroom.

Samir Chibber CST

Ashesh SPC4

Armen Pashkam SPC4

Abrar SPC4


All of our instructors are recognized experts in their fields with hands-on experience on the topics they teach. We combine proven adult educational training methods with leading-edge industry expertise to provide you an exceptional training experience. Every instructor must meet rigorous standards with the proven background in their given field of expertise. It is the difference that our customers covet and participant appreciates at the completion of the course.


Students will receive a course manual with presentation slides and reference materials.

ALL of our instructors, share with you over Real experience, case studies, stories, and examples.

We provide Continuing Support beyond the class with Free Coaching and Mentoring

Training Platforms

Flexibility is what we provide in order to take your career to the next level. Lets you get out and take the training on your convenient place and on your convenient time. Any of our Classroom courses can be delivered on-site at your workplace or a place of you choose.

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Social Interaction

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Instructor vs. Learner Focused

Virtual Training


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Practical and Proven

Corporate Training

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On Your Preferred Date & Time

Our Happy Customers

It's always great to hear from customers as it helps us find out if what we are doing is right and to continue to develop our Training and services in line with what our customers need. Below are just a few of the comments we've recently received from Our Participants

Good Focus on Knowledge Areas
Best Support Team and Best Instructor, Great Learning
Excellent Teaching, Real world Examples

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