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Strategies for Succession Planning

The departure or retirement of an employee is not the time to begin succession planning – be prepared, starting right now. Learn strategic principles of succession planning, models to put in place, creation of templates for knowledge transfer, and key practices in the successful succession planning of your organization’s staff and leadership.

This course can be applied to the Organizational Development Certificate.

Who Should Attend

  • Training and Development Managers
  • Managers and Supervisors
  • New or Experienced Trainers
  • HR Professionals
  • Consultants

Benefits and Learning Outcomes

  • Create templates for knowledge transfer
  • Learn key practices in planning
  • Implement plans for leadership and the organization

Course Outline/Topics

8:30am – 12pm

  • Succession Planning and Knowledge Transfer
  • Defining Succession Planning
    • Thoughts to Consider
    • Generational Impacts
    • Why the Need
  • Succession Planning and Organizational Development
    • The Business Case for Succession Planning
  • Approaches to Succession Planning
    • Four Tips to Succession Planning
    • Models for Succession Planning
    • Human Resource Supply Forecasting Techniques
    • Case Study

12 – 12:30pm

  • Lunch

12:30 – 4:30pm

  • Defining Knowledge Transfer
    • What Is It?
    • Why Do We Do It?
  • Creating a Knowledge Transfer Program
    • Things to Consider
    • How Do We Transfer Knowledge?
  • Resources

Sessions include a morning and afternoon 15 min. break.


Lunch and snacks are provided each day. Discounted parking is also available for those who park in the adjacent Grand Avenue parking structure.

All sessions are Face-to-Face unless otherwise noted.

Tue., Nov. 8


Location: UWM School of Continuing Education

Instructor: Mary Kurer


$375 if you register by Tue., Oct. 25.
$395 if you register after Tue., Oct. 25.

CEUs: 0.7

Enrollment Limit: 25

Program Number: 7710-9155

Note: The HR Certification Institute has pre-approved this activity for recertification credit towards the aPHR®, PHR®, PHRca®, SPHR®, GPHR®, PHRi® and SPHRi® certifications. The content of the activity submitted has met the criteria of the Approved Provider Program. // Pre-approved by the Society for Human Resource Management for 7 Professional Development Credits (PDCs) towards the SHRM-SCP or SHRM-CP

Registration Deadline: Tue., Nov. 1

Register Now