Mitigate the Risk of Baby Boomer Retirement with Scalable Succession Planning

Plan for knowledge transfer before it’s too late!

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Without a succession plan in place, an organization will:

  • Experience a loss of essential skills
  • Reduce its capacity to innovate
  • Waste time reinventing the wheel

By implementing a scalable succession plan, an organization will:

  • Ensure business continuum and success
  • Create a smooth transition of Baby Boomers out of the workforce
  • Maintain the knowledge and skills of key roles within the organization

Book Your Workshop

Workshops are a great way to accelerate your project. Our highly skilled facilitators take you through key phases of your project and ensure your team has the guidance needed to complete your project successfully.

Module 1: Conduct Workforce Planning for Key Roles

The Purpose

  • Discover your key roles and their impact on the organization.
  • Identify employees within key roles.

Key Benefits Achieved

  • Business priorities are understood based on the organization’s strategic plan.
  • Key roles and key role incumbents are identified.

Activities: Outputs:
1.1 Identify business priorities based on the business’ strategic plan
  • Business priorities are determined and understood
1.2 Identify key roles that support the business focus
  • Key roles are set
1.3 Identify current incumbents in all key roles
  • Current incumbents are identified

Module 2: Assess At-Risk Key Roles and Plan for Their Successful Transition

The Purpose

  • Understand the risks and gaps that need to be addressed.
  • Identify potential successors and determine how the knowledge will be transferred.

Key Benefits Achieved

  • Model of succession plan knowledge transfer is set.
  • Successors are identified and gaps between successors and incumbents have been assessed.

Activities: Outputs:
2.1 Assess risk
  • At-risk key roles identified
2.2 Identify potential successors and assess their readiness
  • Complete list of potential successors and their readiness to assume to the key role
2.3 Assess gaps between key role incumbents and potential successors
  • Gaps are determined and assessed
2.4 Determine knowledge-transfer method
  • Knowledge-transfer methods are discussed and identified
2.5 Identify potential flexible work arrangements
  • Applicable flexible work arrangement options are identified