Succession planning is a necessary strategic process for organizations of all sizes. However, many companies operate without a plan for their future. Often, succession planning is delayed not because companies don’t understand the importance, but because they don’t know where to begin.

To get you started, we’ve developed an engaging Succession Planning Certification Workshop. The workshop is delivered in two half-day virtual sessions. These sessions are highly concentrated and interactive. By the end of the workshop you will understand Succession Planning, hold a working Succession Plan for a position of your choice, and have the knowledge and tools to replicate this process across all levels of your organization.


Who should Attend the Succession Planning Certification Workshop?

This succession planning workshop is suitable for Leadership Development Professionals, Training Professionals, Coaches, Consultants, Human Resources Professionals, Board members, Executives, Team Leaders, Project Managers, Middle Managers, Supervisors, and anyone else who is or will be responsible for designing and implementing a Succession Plan.

Succession Planning Certification Workshop Objectives

In this Succession Planning Certification Workshop, you will learn to:

  • Generate momentum and gain executive support for succession planning
  • Systemically identify the critical roles in your organization
  • Build success profiles that balance current positional requirements with future organizational needs
  • Focus your organization’s talent development initiatives with validated assessments
  • Build and develop the breadth and depth of your talent pool
  • Communicate your Succession Planning Process to all levels of the organization
  • Measure, monitor, and communicate ROI
  • And more…


Succession Planning Certification Workshop Agenda

During the workshop, our experienced team will leverage our proven process and tools to help you build an actionable Succession Plan for a critical position in your organization.

Session 1

In the first half-day session, we focus on documenting your specific organizational needs and gathering information to help build your detailed Succession Plan. This includes:

  • Nominating your Succession Advisory Team
  • Identifying critical roles to help determine focus moving forward
  • Developing a Success Profile for a position of your choice
  • Using scientifically validated assessments to finalize Success Profiles

After the first session you will validate Success Profiles by gathering feedback from your Succession Advisory Team and leveraging assessment results. In the second session we will review this process and answer any questions that arise.

Session 2

In the second half-day session, we will show you how to:

  • Document a Succession Bench for the position
  • Identify and generate development opportunities that will motivate your top talent
  • Deliver a structured coaching process to engage leadership, drive development, and maintain accountability
  • Determine what objective metrics you currently have in place to measure success and maintain accountability
  • Communicate your Succession Process across the organization with sample communication templates for each audience

The purpose of this workshop is to deliver the knowledge, structure, and resources you need to successfully implement and manage a robust succession planning process in house. To this end, we will spend the final portion of the session demonstrating how to scale your plan to other positions in your company.


Cost: $1,995

Ready to Start Succession Planning?

SIGMA’s Succession Planning Certification Workshop is great place to begin. In just two interactive sessions you will have all the information and tools you need to create a succession plan that meets your needs for just $1,995.