The Mechanics of Succession Planning

  • Room: CC 314 - 315
Monday,June 06, 2022:3:15 PM -4:15 PM
/ CEU Credits:1


Barbara Low
Consulting Manager
Wipfli LLP


Succession planning is critical to an organization’s success, now more than ever.  Typically organizations engage in the process to determine successors due to retirements; however, the process is much more complex than that.  With today’s talent shortage, succession planning provides opportunities for high potential employees to understand their future and thus, aids in retention.  The process identifies key roles and individuals and fully prepares the organization for vacancies in key positions, regardless of the reason for the departure.  With a well-defined process and practical approaches, every organization can have a plan in place.


Exporter Choices

1. Learning Objective 1:
Recognize the value of a succession planning process

2. Learning Objective 2:
Define practical approaches to selecting the talent pipeline

3. Learning Objective 3:
Identify tools to guide effective succession planning

4. Target Audience:

6. Prerequisites *:
Most appropriate for those in a management position within the organization

  • Basic

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