Webinars | One Day Seminars | Two Day Workshops | Schedule and Register

The following is a topic outline for a typical 2 day public enrollment workshop.

For client-dedicated on-site workshops we work with you by phone beforehand to tailor the topics and could blend general consulting “work session” time to your specific objectives for the two days.

You may also choose from the full list of topics below in tailoring a dedicated one day seminar.

Workshop Agenda Day 1 of 2              

0830-0900:Registration and Coffee

0900: Participant introductions and opening remarks

Session One      

  • Key principals in succession planning
  • Overview of the total solution
  • The top 12 reasons for succession planning
  • Succession planning context and definition
  • Three common types of succession plans - with case studies
  • Approach characteristics to obtain top management support
  • Interactive exercise on expected outcomes

Session Two      

  • Presentation of best practice rating models
  •  12 critical succession planning data elements
  • The problem with common definitions of “Potential”
  • The “Levels of Management” model
  • Definition of “Rating of Potential” with your organization as backdrop
  • A powerful “Stages of Development” model that is easy to adopt 

Session Three

  • Interactive application and practice with the models
  • Review of highlights from Session Two and Questions and Answers
  • Small group discussion on applying the models to your organization
  • A time efficient and paperless approach to data collection with executives
  • Interactive data collection practice exercise with the 10 minute interview

Session Four 

  • Effectively planning the overall approach to your succession planning process
  • The top 10 implementation mistakes to avoid
  • Numerous case study examples from the good, the bad and the ugly
  • Planning your approach from beginning to end is key to success
  • Review a list of 40 questions that will help you plan the entire process

Session Five

  • Understanding how to assemble and use the data to be collected
  • The four categories of reports
  • The use of individual, list, strategic and metrics reports - examples of each
  • Using  replacement charts to summarize bench strength
  • How to predict the position openings that will happen in the next 12 months
  • Strategic staffing reports -how to create the two most useful reports

Session Six

  • Tools to prepare leaders for their involvement in the process
  • Conducting executive briefings on implementation parameters in 30 minutes
  • Guidelines for peer group teams to candidly discuss ratings on subordinates
  • The most common rating biases and how to avoid them
  • Suggested ground rules for conducting the consensus meeting
  • Suggested presenter and participant ground rules for the consensus meeting
  • Suggested PowerPoint format for organizing data to be discussed

Session Seven

  • Interactive and lively audience debate on rating of potential disclosure
  • Should we tell everyone how they are rated in potential or tell no one?
  • This is an important policy question - what is best for your organization?
  • Audience members cast a secret ballot vote before the debate.
  • Debate the pros and cons of both positions with your colleagues
  • The audience members cast a secret ballot vote again after the debate.
  • Be surprised plus learn the combined voting results from many audiences

1700-1730: Remaining questions and answers and day one of two concludes

Workshop Agenda Day 2 of 2

0830-0900: Registration and Coffee

0900: Brief recap of day one

Session One      

  • Facilitating the consensus or “leadership review” meetings
  • What to expect and practical facilitator advice
  • Case study examples
  • Suggested PowerPoint format for organizing data to be discussed
  • Average rating distribution changes pre and post meeting
  • Evolution of the meeting agenda - next steps

Session Two      

  • Comparison of different tools to store and analyze data and produce reports
  • The low tech approach - excel and Microsoft word - case study
  • The value of data transfer utilities
  • Home grown solutions - case study
  • Customization versus configuration
  • Enterprise software options - case study
  • Software as a Service options- case study            

Session Three 

  • Live software demonstration
  • Data entry forms and the power of validation tables
  • One click succession planning and development plan reports
  • Replacement charts

Session Four 

  • Facilitating the Review of Predicted Position Openings with Successors Identified
  • Review how data is analyzed to predict position openings
  • Example of a report converted to PowerPoint to display the data
  • Diagram of action strategy to develop priority learning plans for successors
  • Measuring ROI and the power of strategic leadership development initiatives
  • Questions for discussion and suggested metrics 

Session Five

  • Facilitating the Review of Predicted Position Openings in Different Cases
  • Facilitating the review of predicted position openings with no successor identified
  • Facilitating the review of leaders rated high potential, “at risk of loss”, or “in wrong job”
  • PowerPoint data views
  • Potential action strategies
  • Questions for discussion and suggested metrics for each review

Session Six

  • Development Strategies and Readiness Overview
  • Succession planning drives leadership development strategy
  • Strategic development priorities
  • Input into individuall earning plans

 Session Seven

  • Engaging Stakeholders in Creating Priority Successor Development Plans
  • Collaboration of various stake holders for individual development planning
  • Talking points for motivating stake holders to engage in developing successors
  • A framework and questions for building executive level development plans
  • Reconciling the plan with individual successor’s career aspirations
  • Readiness evaluations and metrics

Session Eight

  • It is really all about the quality of the conversations
  • Calls to action summary
  • Long term process improvements

Two or three case studies -full cycle success stories

 1700-1730: Remaining questions and answers and workshop day two concludes

Please call in advance to schedule by e-mailing Success Associates or by calling us at (301) 391-6161.


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Partial Client List

Seminar Testimonials

Workshop Attendance by Sector

Case Study Summaries


Brain Drain – Predict Open Positions

Top 12 Reasons - Succession Planning

Downsizing – Get it Right

Motivate Key Leaders

People Produce Profits


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