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Certificate In Developing and Maintaining a Business Succession Plan Online Course

Develop A Succession Plan

Develop A Succession Plan

Change is a hallmark of today’s business world, especially in terms of the workforce. Succession planning can help you make the most of that change by ensuring that when someone leaves, there is someone ready to take their place.

This course will teach you how to develop and maintain a succession plan with the SUCCESS model, which includes developing a system, identifying resources, creating risk assessments, developing action plans, implementing those plans, and evaluating the results.

After you complete this Business Succession Planning: Developing and Maintaining a Succession Plan course, you will be able to:

  • Demonstrate an understanding of the value of succession planning for successful businesses.
  • Demonstrate expertise with the key elements of a succession plan.
  • Create and discuss aspects of a succession plan.
  • Discuss the elements of a succession plan in terms of roles, responsibility, function, scope, and evaluation.

Course Fast Facts:

  1. Easy to follow and understand
  2. Only 6 to 8 hours of study is required
  3. Unlimited, lifetime access to online course
  4. Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  5. You can study from home or at work, at your own pace, in your own time
  6. Certificate of Completion

Course Delivery

Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.

Recognition & Accreditation

This course is internationally recognized and accredited by the International Association of Online Training Standards (IAOTS). The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.

Session 1: Course Overview

  • Learning Objectives
  • Pre-Assignment

 Session 2: A Need for Succession Planning

  • Defining Succession Planning
  • The Definitions

 Session 3: Defining a Succession Plan

  • Strong Leaders and a Strong Organization
  • What’s Important?
  • Making Connections
  • Components of the Plan
  • SUCCESS Model
  • Breaking Down the Model
  • Setting the Scope
  • Case Study One
  • Case Study Two

 Session 4: Pre-Assignment Review

  • Task
  •  Session 5: Identifying Resources and Analyzing Risks
  • Understanding the Marketplace
  • What About Loyalty?
  • Finding the Talent
  • Coping with Change
  • Developing External Successors
  • Risk Assessment
  • Sample Risk Analysis
  • Summary

 Session 6: Defining Roles, Responsibilities, and Functions

  • Key Factors
  • The Role of Individualized Engagement Plans
  • Who Gets a Plan?
  • Succession Plan Profile
  • Working the Plan
  • Assignment #1: Complete a Risk Assessment
  • Assignment #2: Complete a First Draft of an IEP
  • Assignment #3: Create a Biography of Up to 250 Words

 Session 7: Gathering Information

  • Moving Through the Layers
  • Revisiting the Organizational Chart
  • Making Connections

 Session 8: Forecasting Needs

  • Key Ingredients of a Successful Plan
  • Coaching and Mentoring
  • Making Connections
  • Develop Reliable Data Gathering

 Session 9: Putting the Plan Together

  • Using Appreciative Inquiry (AI)
  • A Permanent Vacation
  • Tough Choices
  • How to Choose the Leader
  • Sample Assessment
  • Making Connections

 Session 10: Putting the Plan into Action

  • Phased Implementation
  • Changes to Consider
  • Making Connections
  • Succession Plan Organizational Chart
  • Technology
  • Making Connections

 Session 11: Evaluating and Reviewing the Plan

  • Evaluation Challenges
  • Evaluation Process
  • Breaking Down the Steps
  • Sample Evaluation
  • Succession Program Evaluation Checklist
  • Action Steps That Result From This Assessment
  • Checking out the Checklist

 Session 12: Your Action Plan

  • Plan and Then Do
  • Next Steps
  • Making Connections

 Session 13: Personal Action Plan

  • Starting Point
  • Where I Want to Go
  • How I Will Get There

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:


  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)


  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

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Delivery Method Online
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Special Offer


Receive The Personal Success Training Program FREE, When You Purchase This Course - Limited Time Remaining!  (Value €300)


The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!
  • How to layout a Success Plan.
  • Get where you want to be in life.
  • How to unclutter your mind to succeed.
  • Achieve your dreams using your imagination.
  • How to have faith in yourself.
  • 12 month online access,  24/7 anywhere.
  • Complement your individual course purchase.
  • Internationally recognized by the IAOTS.
  • Thousands of positive reviews.
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Course Summary

Course ID No.: 002BSPD
Delivery Mode: Online
Course Access: Lifetime Course Access
Time required: Study at your own pace
Course Duration: 6 - 8 Hours
Assessments: Yes
Qualification: Certificate