Succession Planning

About the Workshop

Succession planning is vital to ensure continuity and reduce disruption during leadership or staffing transitions. This workshop provides a roadmap for identifying future leaders, building internal capacity, and embedding sustainable succession systems within your organisation.

Who should attend

This session is suited for executives, board members, and team leaders in community and not-for-profit organisations seeking to future-proof their teams.

Course Outline

Lesson 1: Succession Planning – An Overview

  • Succession Planning in contrast to Replacement Planning
  • The True Meaning of Succession Planning
  • The Importance of a Dependable Business Plan
  • Creating a Climate for Organisational Leaders

Lesson 2: Identifying Key Positions

  • The Club Circle of Leadership
  • Evaluating Individual Performance
  • Evaluating Overall Team Performance

Lesson 3: Defining Core Competencies

  • Defining Responsibilities and Functions
  • Understanding Competencies

Lesson 4: Identifying Key People

  • Performance Reviews
  • Selecting Your Dream Team

Lesson 5: Developing Learning Paths

  • Preparing Professional Development Plans
  • Professional Development Plans and Competencies
  • Supporting Long-Term Coaching

Lesson 6: Measuring Success

  • Overview of Accountability Process

Workshop Outcomes

team around table at business planning workshop.

By the end of this workshop, participants will:

Understand the principles and value of succession planning

Know how to identify critical roles and individuals

Be equipped to create professional development pathways

Gain practical tools to implement succession plans in their organisation

Build long-term sustainability and leadership readiness

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