Succession Planning Basics, 2nd Edition

Succession Planning Basics, 2nd Edition

by Christee Atwood
Succession Planning Basics, 2nd Edition

Succession Planning Basics, 2nd Edition

by Christee Atwood

eBook

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Overview

Design your succession planning strategy.

Succession Planning Basics will equip you with the background and implementation tools you need to devise and execute a forward-thinking succession planning program for your organization. It offers theory, processes, and best practices for organizations embarking on a succession-planning project, addressing the basic concepts and steps for success. This book is for management professionals considering succession planning for their organizations, organizational development professionals at the beginning of their careers, human resources professionals wanting to move away from replacement hiring, and trainers needing a basic understanding of succession planning for employee development plans.

This second edition looks closer at tools and new developments in software that can streamline planning efforts as well as updated best practices and considerations for addressing the needs of every generation when creating succession plans. Chapters include assessment tools, exercises, and job aids.

Succession Planning Basics is part of ATD’s Training Basics series.

Product Details

ISBN-13: 9781950496587
Publisher: Association for Talent Development
Publication date: 03/10/2020
Sold by: Barnes & Noble
Format: eBook
Pages: 136
File size: 2 MB

About the Author

Christee Gabour Atwood is a speaker, trainer, and consultant who specializes in helping companies share knowledge and develop the skills of the members of their organizations. She has worked with corporations, associations, Fortune 500 companies, and governmental entities in analyzing, developing, and presenting programs to develop communication and leadership skills. Atwood’s background includes radio personality, television host and anchor, adjunct faculty, master facilitator, training director, webinar host, and newspaper and magazine columnist. She has also served as executive director for state associations, editor and publisher of various trade and professional magazines, and CEO of Atwood Solutions.

Table of Contents

About the Training Basics Series vii

Preface ix

1 What Is Succession Planning? 1

Definition of Succession Planning 2

Replacement Hiring Versus Succession Planning 2

Models of Succession Planning 4

Succession Planning Core Concepts 4

Variations in Succession Plans 5

Purpose of Succession Planning 6

Succession Planning Opportunities 6

Need for Succession Planning 7

Summary 8

Getting It Done 9

2 Preparing for Succession Planning 11

Getting Started 12

Determining the Participants 13

Team Member Responsibilities 14

Extended Project Team 15

Summary 17

Getting It Done 17

Sample Team Member Job Description 18

3 Establishing and Communicating Goals 19

Ensure Quality Communication 20

Preparing the Team Members 20

Establishing the Goals 21

Benchmarking 21

Sample Succession Planning Policy 22

Communicating the Plan 24

Elements of Your Communication Plan 24

Communication Methods 24

Dealing With Resistance 28

Summary 29

Getting It Done 29

4 Assessing Your Organization 31

Getting Started With Assessment 32

Determining the Scope of the Succession Plan 32

SWOT Analysis 33

Defining Assessment Topics 34

Determining Key Positions 35

Identifying Competencies for Key Positions 36

Summary 37

Getting It Done 37

5 Developing Your Workplace Profile 39

Introduction 40

Interpreting Assessment Information 40

Conducting a Demand Analysis 41

Conducting a Supply Analysis 42

Conducting a Gap Analysis 42

Assessing Internal Depth 42

Applying the Information 43

Summary 43

Getting It Done 43

6 Designing Your Succession Plan 45

Introduction 46

Creating Job Profiles 46

Components of a Competency-Based Job Description 47

Communicating the Competencies for Key Positions 47

Developing an Inventory of Candidates 48

Checklist for Managers 51

The 9-Box Grid 51

Summary 54

Getting It Done 54

7 Using Succession Planning Development Practices 57

Introduction 58

Creating Individual Development Plans 58

Preparation for the IDP Discussion 59

Providing Development Opportunities 60

Summary 65

Getting It Done 66

8 Assessing Succession Management Software 69

Introduction 70

Four Considerations for Succession Planning Tools 70

Software Considerations 72

Summary 73

Getting It Done 74

9 Implementing Your Succession Plan 75

Introduction 76

Maintaining Your Succession Plan 76

Avoiding the Pitfalls 77

Follow-Up Checklist 81

Summary 82

Getting It Done 82

10 Evaluating Your Plan 85

Introduction 86

Incorporating Regular Checkups 86

Creating an Evaluation System 89

Making Course Corrections 91

Summary 91

Getting It Done 91

11 Frequently Asked Questions 93

Does this program guarantee employees a promotion? 94

Why do current supervisors have the first opportunity to be developed for higher leadership levels? 94

Why is succession planning receiving so much emphasis now? 95

What do you mean by the scope of a succession plan? 95

How are leadership levels different from organizational levels? 95

What if our organization doesn't have the resources to create formal training for succession planning? 96

What's the difference between succession planning and workforce planning? 96

How long will this succession planning initiative last? 96

What is a top-down method of succession planning? 96

What if people are reluctant to share their knowledge? 96

How is talent recruited? 97

What if there is no one in the organization to move up? 97

Should outside personnel be used to coordinate this process? 97

Does this mean an employee can't move up unless they are identified as a leadership candidate? 97

What if there is no place for a person to move up to? 98

What if a person moves up and can't perform the responsibilities of the key position? 98

When is it appropriate to go outside the organization to fill key positions? 98

What are some of the key messages that should be communicated to get buy-in? 98

If an organization can't implement a full succession planning process, what should it do? 99

Should a succession plan remain constant for longer than five years? 99

Can associations and not-for-profits benefit from succession planning? 100

Isn't succession planning something our human resources department should do? 100

Is succession planning only for executives? 100

How do I define the needs of my organization? 101

How do I communicate this plan to my organization? 101

Summary 101

Getting It Done 101

12 The Big Picture 103

Best Practices of Succession Planning 104

Variations in Succession Plans 106

Upcoming Generations and Succession Planning 106

Summary 109

Getting It Done 110

Glossary of Succession Planning Concepts 111

References 115

About the Author 119

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