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2-Day Succession Planning Certificate Program – A Strategy for Business Continuity (Starts 02-29-2024)

Feb 29, 2024 @ 10:00 am - Mar 1, 2024 @ 6:00 pm EST

Virtual Event Virtual Event
2-Day Succession Planning Certificate Program - A Strategy for Business Continuity


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Instructor: Elga Lejarza, aPHR, PHR, SHRM-CP, SPHR, GPHR, SHRM-SCP

Continuing Education Credits:

Schedule: 10:00 AM – 6:00 PM Eastern Time on Both Days (Detailed Agenda Below)

During these uncertain times, many of our businesses are facing particularly tough challenges with both a decreasing talented workforce and a constant evolution of our business strategy and technology.  These two trends combine to create critical challenges to ensure business continuity.  If not prepared, owners can lose everything they worked hard for.

Most business owners are so focused on the success of their day-to-day business, that they do not implement a long-term strategy until an unforeseen event occurs, such as an illness or death of a CEO or when a person in a key position gives notice.

By enrolling in this course, you will learn the importance of Succession Planning to your organization, you will obtain the knowledge to conduct this critical business activity and how to become the person to potentially save the company.

Succession Planning is an ongoing process of strengthening a company’s current and future workforce by developing and reinforcing the skills, knowledge, and talents needed for business continuity.  During this course you will learn the following:

Be the person who helps bring a great Succession Plan process to your company, so you can be responsible for increasing employee retention, increasing your company’s profits, and creating stability amongst your co-workers.

This course uses a combination of interactive training techniques such as lectures, case studies, and group activities.  Additionally, this course presents best practices in the areas of career development and Succession Planning while inviting participants to share their own experiences.

Be the person to learn the following about Succession Planning:

Remember, if you are new to Succession Planning, need to refresh your knowledge on your skills, or need to create a process that ensures business continuity, this course is for you.

This is a perfect time for business leaders to take steps to implement a strategy for Succession Planning. Your customers, vendors, employees, and your family will thank you.



Overall Understanding


Types & Stages

Defined Departure


Emergency or Interim




The Purpose

The Benefits

The Risks

The Myths

The Objectives

Communicate The Objectives

Don’t Communicate The Objectives

The People



Beginning Strategy

Small/Family Business

Large Business

The Process

Organizational Chart

Identify Key Position/Risk

Identify Key Position Skills

Assess Internal Talent

Review Internal Talent

Development of Internal Talent

Plan for Internal & External Recruiting

Internal Recruiting Benefits

Planning when internal recruiting fails

External recruiting

External recruiting benefits

Measuring Results

Potential Issues in a program

Desired Elements in a program

Identify Legal & Diversity Issues

Keeping It Current