Succession Planning Principles

Who is the course for?

This course is ideal for executives and advanced leaders who are looking for successors and need a better understanding of succession planning.

Skill Level

Foundational

Time Committment

Weekly Time Committment

60 Minutes/Week

Duration

No. of Weeks

3

Leader Behaviors

This course strengthens your skills in the following leader behaviors:

Course Overview

As dynamics in the workforce continue to change, it is an increasing reality that employees no longer stay with the same organization for decades, but rather move from company to company chasing better opportunities and increased job satisfaction. Therefore, it is important for companies to be aware of the needs of their top-performing individuals and find ways to continue to challenge them. It is also important to establish a succession plan to replace employees if they leave the organization.

This course will give you the tools to regain positive momentum after a key employee leaves the organization and show you how to create a pipeline of new talent and potential leadership. As a result, you will be able to guide development activities of key employees and bring selection systems, reward systems, and management development into alignment with the process of leadership renewal. You will also learn how to avoid major transition setbacks.

Completing this course will help you:

  • Recognize the three models for succession planning
  • Utilize employee development plans (EDPs) as a tool for leadership development
  • Identify current and future needs by conducting a gap analysis

Learning Path

Session 1 - Introduction to Succession Planning

In this session, we will examine Succession Planning and its importance and benefits. We will also understand the old and new principles of succession planning and explore three models for succession planning that are based on top-performing companies.

Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)

Session 2 - Managing the Talent Pipeline

This session explores the six steps of ideal leadership coaching. We will identify the purpose and structure of an employee development plan and recognize the action learning cycle.

Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)

Session 3 - Creating an Action Plan for Succession Management

In this session, we will define and explore three general categories of competency identification. We will discover how to use the gap analysis tool to chart an employee’s strengths and weaknesses. We will complete a 360-degree assessment of an employee’s individual performance and abilities as well as identify how to pinpoint and develop potential leaders.

Virtual Session (30 minutes) + Online Journal (15 minutes) + Activity (15 minutes)

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Leader Behaviors

This course strengthens your skills in the following leader behaviors:

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Frequently asked questions

What does this succession planning training cover?

This course walks you through the entire succession planning process—from identifying critical roles and assessing internal talent to creating development plans and preparing future leaders.

Who should take this succession planning course?

It’s designed for HR professionals, business leaders, and team managers involved in talent strategy, leadership development, or organizational continuity planning.

How is succession management training useful for business continuity?

By identifying future leaders early and preparing them for key roles, this training ensures your organization maintains leadership strength and reduces disruption during transitions.

Does this talent management and succession planning training include real-world examples?

Yes, the course includes practical case studies, frameworks, and planning templates to help you apply succession strategies to your organization’s unique context.

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