Business Succession Planning Workshop in Dunedin

Schedule

Tue, 15 Jul, 2025 at 09:00 am to Tue, 16 Dec, 2025 at 05:00 pm

UTC+12:00

Location

For venue details, reach us at [email protected] | Dunedin, OT

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About this Event

Certificate: Course Completion Certificate

Language: English

Duration: 1 Day

Credits: 8

Refreshments: Snacks, Beverages and Lunch included in a classroom session

Course Delivery: Classroom

Offers: Group of 5 - 10 people 10% Discount, Group of 11 - 20 people 15% Discount

Course Overview:

Ensure the longevity and resilience of your business with our Business Succession Planning workshop. Effective succession planning is crucial for the survival and growth of any organization. It prepares your company for the inevitable transitions in leadership, whether due to retirement, unexpected departures, or promotions.

This course will help participants understand the critical differences between succession planning and simple replacement planning, emphasizing the importance of grooming internal talent to take on leadership roles. With a well-crafted succession plan, your business can maintain stability and continue to thrive.

Learning Objectives:

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

  • Recognize the importance of succession planning for business sustainability.
  • Understand the comprehensive process of succession planning.
  • Acknowledge the significance of mentoring in leadership development.
  • Set actionable goals using a SWOT analysis.
  • Draft a detailed succession plan, assign responsibilities, and establish monitoring systems.
  • Understand the principles of change management in the planning process.
  • Anticipate and navigate common obstacles in succession planning.
  • Re-evaluate goals to focus on continuous progress.
  • Recognize and celebrate when success has been achieved.

Prerequisites:

None.

Course Materials:

Participants will receive a course manual containing presentation slides and reference materials to support their learning experience.

Target Audience:

This workshop is suitable for anyone interested in mastering business succession planning, including:

  • Business leaders
  • HR professionals
  • Managers
  • Executives

Technical Requirements:

For eBooks:

  • Internet access for downloading materials
  • Compatible device: Laptop, tablet, smartphone, or eReader (excluding Kindle)
  • Adobe DRM-supported software (e.g., Digital Editions, Bluefire Reader)
  • eBook download and activation instructions

Certification:

Upon successful completion, participants will receive a Leadflake Certificate of Completion.

©️ 2025 Leadflake. This content is protected by copyright law. Copy, Reproduction or distribution without permission is prohibited.


Agenda
Module One: Succession Planning Vs. Replacement Planning

Info: ● Definition and differences between business succession planning and replacement planning.
● Assessing organizational needs.


Module Two: Preparing for the Planning Process

Info: ● Setting parameters and deciding on a planning committee.
● Gathering essential operational data.


Module Three: Initiating the Process

Info: ● Developing a mission statement and vision statement.
● Understanding the role of mentorship.


Module Four: The SWOT Analysis

Info: ● Identifying strengths, weaknesses, opportunities, and threats.


Module Five: Developing the Succession Plan

Info: ● Prioritizing objectives, setting goals, and drafting a comprehensive plan.


Module Six: Executing the Plan

Info: ● Assigning responsibilities, establishing monitoring systems, and determining execution paths.


Module Seven: Gaining Support

Info: ● Gathering data, addressing concerns, and adapting to feedback.


Module Eight: Managing Change

Info: ● Developing change management and communication plans.


Module Nine: Overcoming Roadblocks

Info: ● Identifying common obstacles and re-evaluating goals.


Module Ten: Reaching the End

Info: ● Understanding indicators of success and transitioning smoothly.


Module Eleven: Wrapping Up

Info: ● Review lessons learned, complete action plans, and evaluate the training.


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Where is it happening?

For venue details, reach us at [email protected], PH: + 61(0) 2 80155605, Dunedin, New Zealand

Event Location & Nearby Stays:

Tickets

NZD 576.15 to NZD 838.23

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