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Succession Planning: Keeping Your Organization Moving Forward

Succession planning doesn't have to be a daunting task. It can be an opportunity to ensure that your organization continues to thrive beyond the tenure of current key personnel. By taking the initiative to create a succession plan, you are making a proactive move to ensure stability and continuity for your organization.


So, where do you start? Here's a step-by-step guide to help make the process smoother and more manageable:


Step 1: Determine the Type of Plan You Need

What type of plan does your organization need? Is it an emergency succession plan, a plan for leadership transition, or a plan for the departure of key personnel? Make sure to identify your organization's needs before drafting a plan.


Step 2: Assemble Your Team

Include team members who have a working knowledge of the organization and what processes need to be completed daily. It's best to have someone lead the team who has experience in writing plans, as they will be able to guide the team in the right direction.


Step 3: Identify the Main Points You Need to Cover

When crafting your succession plan, it's important to be detailed. Be sure to include all key pieces of information, such as bank account numbers, check signers, insurance policies, and other important information. Remember, the purpose of the plan is to ensure continuity in operational processes.


Step 4: Link the Succession Plan to the Organization's Strategic Plan

Your succession plan should be linked to your organization's strategic plan. It should detail how your organization will continue to move forward during the transition period and beyond.


Step 5: Identify the Successors

Identify potential successors for the positions that need to be filled. These individuals should possess the necessary skills and expertise needed to continue the day-to-day operations and keep the organization moving forward.


Step 6: Create Action Plans to Implement the Succession Plan

Finally, create an action plan that will guide the implementation of your succession plan. Be sure to set SMART goals (specific, measurable, attainable, relevant, and time-bound), and assign tasks to team members who will oversee its execution.


Remember, a well-written and executed succession plan is crucial to the success of any organization. It's an essential tool to ensure the continuity of operations and to make sure that your organization continues to thrive in the face of change. So, take that first step, assemble your team, and create a plan that will help you weather any storm.

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