Plan for tomorrow—lead with confidence today.

Own the Future: Build Leadership That Lasts Beyond You, Beyond Now, Beyond Limits.

The future of your business starts now. This dynamic course empowers you to secure your legacy by crafting a powerful succession plan that drives growth and continuity. You'll shift from reactive replacement to proactive leadership development, mastering strategic planning, mentoring, change management, and execution. Designed for leaders ready to shape tomorrow, this course gives you the tools to protect what you’ve built and elevate those who follow. Plan smart. Lead strong. Future-proof your business today.

Learning Objectives

By the end of this course, you will be able to:

  • Distinguish between succession planning and replacement planning, identifying strategic needs for sustainable leadership.

  • Set planning parameters and form an effective committee to support the succession process.

  • Develop mission and vision statements that align with long-term goals.

  • Conduct a comprehensive SWOT analysis to inform succession strategies.

  • Set SMART goals and draft a tailored succession plan aligned with organizational priorities.

  • Assign roles, build a monitoring system, and implement the plan with flexibility.

  • Build support and manage resistance through effective communication and staff engagement.

  • Create and execute a structured change management and communication strategy.

  • Navigate roadblocks and maintain momentum through goal reevaluation and progress tracking.

  • Evaluate success metrics, ensure smooth transitions, and embed succession planning into company culture.

Course curriculum

    1. How to Navigate Your Course

    1. Welcome!

    2. Overview

    3. Learning Outcomes

    4. Pre-Course Task

    1. Overview

    2. Understanding Business Succession Planning

    3. Exercise || Exploring Succession Planning

    4. Defining Replacement Planning

    5. Exercise || Creating an Organizational Chart

    6. Key Differences Explained

    7. Exercise || Comparing Approaches

    8. Determining the Right Approach for Your Organization

    9. Exercise || Analyzing Industry Trends

    10. Scenario Exploration

    11. 2 || Review Questions

    1. Overview

    2. Establishing Guidelines for the Planning Process

    3. Exercise || Setting Parameters

    4. Considering the Formation of a Committee

    5. Exercise || Committee Planning

    6. Collecting Operational Information

    7. Exercise || Conducting a Survey

    8. Scenario Exploration

    9. 3 || Review Questions

    1. Overview

    2. Creating a Mission Statement

    3. Exercise || Crafting Mission Statements

    4. Creating a Vision Statement

    5. Exercise || Drafting Vision Statements

    6. Opting to Become a Mentor

    7. Exercise || Mentorship Survey

    8. Scenario Exploration

    9. 4 || Review Questions

    1. Overview

    2. Recognizing Strengths

    3. Exercise || Highlighting Strengths

    4. Pinpointing Weaknesses

    5. Exercise || Exploring Weaknesses

    6. Identifying Opportunities

    7. Exercise || Spotting Opportunities

    8. Assessing Threats

    9. Exercise || Understanding Threats

    10. Scenario Exploration

    11. 5 || Review Questions

About this course

  • $25.00
  • 106 lessons
  • Study Model

    Online (Self-paced) – Certificate of Completion Included

  • Duration

    6 -7 hrs

  • Accreditation

    Pending

  • Skill Level

    Intermediate - Advanced