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Succession Planning

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May 1, 2024 Updated May 11, 2025 17 minute read
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Succession planning is a strategic process that organizations use to identify and develop internal talent to fill key leadership and critical roles in the future. It's about ensuring that when an employee in a vital position leaves, whether due to retirement, promotion, or unforeseen circumstances, there is a prepared individual ready to step in, minimizing disruption and maintaining operational continuity. This forward-thinking approach helps organizations build a strong leadership pipeline and secure their long-term success.

Path to Succession Planning

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We've curated two courses to help you on your path to Succession Planning. Use these to develop your skills, build background knowledge, and put what you learn to practice.
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Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Succession Planning.
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J.K. Lasser ProEstate and Business Succession...
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This comprehensive resource provides specific strategies and detailed guidance for organizations looking to implement a successful succession plan.
J.K. Lasser ProEstate and Business Succession...
Hardcover
$$
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Beyond Succession Planning
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This guide offers practical advice on implementing succession planning, focusing on building a pipeline of strong leaders and mitigating risks associated with leadership transitions.
Beyond Succession Planning: New Ways to Develop...
Hardcover
$$$
Beyond Succession Planning: New Ways to Develop...
Kindle Edition
$$$
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Estate Planning for Small Business Owners
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This guide is designed specifically for small business owners. It provides practical steps and considerations to ensure a seamless transition of leadership and business ownership.
Estate Planning for Small Business Owners
Paperback
$$
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Succession Planning That Works
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This guide centers on talent management and the identification and development of high-potential employees as successors. It offers a tactical perspective on building a strong leadership pipeline.
Succession Planning That Works: The Critical Path...
Paperback
$$
Succession Planning That Works: The Critical Path...
Kindle Edition
$
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The Leadership Pipeline
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Focuses on developing leaders at all levels of an organization. It provides a framework for identifying and developing future leaders and discusses the importance of creating a leadership pipeline.
The Leadership Pipeline: Developing Leaders in the...
Hardcover
$$
The Leadership Pipeline: How to Build the...
Kindle Edition
$$
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Leadership Conversations
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This guide to succession planning focuses primarily on the identification and development of talented leaders. It advocates for using a comprehensive approach incorporating assessments, feedback, and a range of development programs.
Leadership Conversations: Challenging High...
Hardcover
$$
Leadership Conversations: Challenging High...
Kindle Edition
$$
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