Succession Planning Basics, 2nd Edition

Succession Planning Basics, 2nd Edition PDF Author: Christee Atwood
Publisher: Association for Talent Development
ISBN: 1950496589
Category : Business & Economics
Languages : en
Pages : 219

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Book Description
Design your succession planning strategy. Succession Planning Basics will equip you with the background and implementation tools you need to devise and execute a forward-thinking succession planning program for your organization. It offers theory, processes, and best practices for organizations embarking on a succession-planning project, addressing the basic concepts and steps for success. This book is for management professionals considering succession planning for their organizations, organizational development professionals at the beginning of their careers, human resources professionals wanting to move away from replacement hiring, and trainers needing a basic understanding of succession planning for employee development plans. This second edition looks closer at tools and new developments in software that can streamline planning efforts as well as updated best practices and considerations for addressing the needs of every generation when creating succession plans. Chapters include assessment tools, exercises, and job aids. Succession Planning Basics is part of ATD’s Training Basics series.

Succession Planning Basics, 2nd Edition

Succession Planning Basics, 2nd Edition PDF Author: Christee Atwood
Publisher: Association for Talent Development
ISBN: 1950496589
Category : Business & Economics
Languages : en
Pages : 219

Get Book Here

Book Description
Design your succession planning strategy. Succession Planning Basics will equip you with the background and implementation tools you need to devise and execute a forward-thinking succession planning program for your organization. It offers theory, processes, and best practices for organizations embarking on a succession-planning project, addressing the basic concepts and steps for success. This book is for management professionals considering succession planning for their organizations, organizational development professionals at the beginning of their careers, human resources professionals wanting to move away from replacement hiring, and trainers needing a basic understanding of succession planning for employee development plans. This second edition looks closer at tools and new developments in software that can streamline planning efforts as well as updated best practices and considerations for addressing the needs of every generation when creating succession plans. Chapters include assessment tools, exercises, and job aids. Succession Planning Basics is part of ATD’s Training Basics series.

Succession Planning That Works

Succession Planning That Works PDF Author: Michael Timms
Publisher: FriesenPress
ISBN: 146028481X
Category : Business & Economics
Languages : en
Pages : 232

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Book Description
Many attempts to establish a succession plan fail. Why? They run up against insurmountable implementation challenges, or weak executive commitment and follow-through. Succession Planning That Works: The Critical Path of Leadership Development is a step-by-step guide to help HR professionals and senior leaders develop a succession plan that delivers a measurable return on investment. Based on in-depth interviews with senior executives from nearly 50 organizations, Succession Planning That Works reveals not only the most important components of effective succession planning, but also the most effective order in which to put them into practice. Packed with real-world examples, Succession Planning That Works shows how real companies have attempted to tackle succession planning issues and examines both their victories and their failures to highlight the most common pitfalls and how to avoid them. Topics include: - 13 reasons to begin succession planning now - How to calculate the ROI of promoting from within - The Succession Planning Critical Path - the most efficient and effective way to implement a succession plan - How to gain or strengthen executive buy-in for succession planning - How to measure your success Also included are 20 downloadable templates and tools to help make succession planning easier to comprehend and implement....

Business Succession Planning For Dummies

Business Succession Planning For Dummies PDF Author: Arnold Dahlke
Publisher: John Wiley & Sons
ISBN: 1118095146
Category : Business & Economics
Languages : en
Pages : 279

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Book Description
The fast and easy way to get a handle on business succession planning While the demand for effective managers continues to grow, the retirement of baby boomers is producing a sharp decline in the ranks of available management personnel. In addition, the executives of the future are expected to be more sophisticated in order to develop and lead new global and technological initiatives. For these reasons, strategic and often long-sighted succession planning for the eventual replacement of managers at all levels has reached a critical level. Business Succession Planning For Dummies aids managers, human resource professionals, and upper management in cultivating and retaining their existing employees to ensure the availability and capability of persons to assume leadership roles in the future. In plain English, it prepares business owners to ask the difficult questions when it comes to developing a working succession plan for their businesses key positions. This book also offers information on how to retain and train personnel within an organization so that a more seamless transition can be made when a senior leader or other important personnel retires or leaves the organization. How to retain and train personnel for a more seamless transition Easy-to-follow guidance on developing a working succession plan Tips to create a plan to save time, money, knowledge, and clients by hiring from within If you're a manager or human resources professional looking to develop a working succession plan, this hands-on, friendly guide has you covered.

Effective Succession Planning

Effective Succession Planning PDF Author: William J. Rothwell
Publisher: HarperChristian + ORM
ISBN: 0814449166
Category : Business & Economics
Languages : en
Pages : 536

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Book Description
Organizations that don’t take steps to address future talent needs at all levels will face some major obstacles when undervalued key employees get burned out and leave you to fend for yourself. Nobody likes to lose good employees. But sometimes the loss of a key employee can be disruptive to the business at best, and completely disastrous at worst. The most comprehensive book on the subject, the fifth edition of the bestselling Effective Succession Planning covers every base of how to address future talent needs before a crisis hits, including how to: Identify competencies and clarify organizational values Plan for and quickly fill crucial vacancies at all levels Develop and retain top talent Assess current needs and future resources for seamless succession planning Updated with current best practices, trends, and technology, the latest edition also includes: succession planning for small businesses and nonprofits; replacement planning; transition management; downsizing; international issues; mergers and acquisitions as a talent strategy; and succession planning for technical positions as well as roles built on longstanding social relationships. Don’t risk the loss of your most valued employees and their accumulated wisdom and experience that has been key to your company’s success for many years. Effective Succession Planning is your go-to indispensable guide for avoiding the catastrophe that losing them would bring.

Linkage Inc.'s Best Practices in Succession Planning

Linkage Inc.'s Best Practices in Succession Planning PDF Author: Linkage Inc.
Publisher: John Wiley & Sons
ISBN: 0787985791
Category : Business & Economics
Languages : en
Pages : 288

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Book Description
Plan For Your Organization's Success Linkage's Best Practices for Succession Planning provides the ultimate guide for planning, developing, implementing, and sustaining succession planning in any organization. This must-have book provides step-by-step instructions, practical advice, templates, and tools from some of the world's best companies and Linkage, a global organization development company that specializes in leadership development. Linkage Inc.'s Best Practices for Succession Planning is the comprehensive resource that includes information needed to * Ensure that succession management is owned by business leaders rather than just HR * Assess potential for future roles, not just track record of performance * Manage succession data on individuals and talent pools * Balance talent development and acquisition in achieving future objectives * Develop the processes, tools, and organizational capabilities necessary to effectively implement and sustain the system * Integrate succession planning systems with other businesses and HR systems in the organization to achieve efficiency, consistency, and impact

Effective Succession Planning

Effective Succession Planning PDF Author: William Rothwell
Publisher: AMACOM
ISBN: 0814414176
Category : Business & Economics
Languages : en
Pages : 491

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Book Description
William Rothwell honored with the ASTD Distinguished Contribution Award in Workplace Learning and Performance. The definitive guide to a timely and timeless topic-- now fully revised and updated. As baby boomers continue to retire en masse from executive suites, managerial offices, and specialized or technical jobs, the question is—who will take their places? This loss of valuable institutional memory has made it apparent that no organization can afford to be without a strong succession program. Now in its fourth edition, Effective Succession Planning provides the tools organizations need to establish, revitalize, or revise their own succession planning and management (SP&M) programs. The book has been fully updated to address challenges brought on by sea changes such as globalization, recession, technology, and the aftereffects of the terror attacks. It features new sections on identifying and assessing competencies and future needs; management vs. technical succession planning; and ethics and conduct; and new chapters on integrating recruitment and retention strategies with succession planning programs. This edition incorporates the results of two extensive new surveys, and includes a Quick Start guide to help begin immediate implementation as well as a CD-ROM packed with assessments, checklists, customizable guides, and other practical tools.

Succession Planning for Financial Advisors

Succession Planning for Financial Advisors PDF Author: David Grau, Sr.
Publisher: John Wiley & Sons
ISBN: 1118866428
Category : Business & Economics
Languages : en
Pages : 230

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Book Description
This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.

Grow Your Own Leaders

Grow Your Own Leaders PDF Author: William C. Byham
Publisher: FT Press
ISBN: 013009398X
Category : Business & Economics
Languages : en
Pages : 401

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Book Description
Today's enterprises face a profound leadership crisis - and the speed of business has far outstripped conventional executive development systems. In Grow Your Own Leaders, three world-renowned experts introduce an entirely new approach for identifying tomorrow's leaders within your own organization, accelerating their development, and deploying them immediately, to address new challenges wherever they emerge.

Succession Planning Basics

Succession Planning Basics PDF Author: Christee Atwood
Publisher: ASTD
ISBN: 9781950496570
Category :
Languages : en
Pages : 136

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Book Description
This updated second edition of Succession Planning Basics walks you through the steps of succession planning, studies recent developments, shares best practices, and offers a closer look at tools and new succession management software. It can help you develop a plan for making succession planning a part of your organization's benefits to attract new employees and retain and develop current team members. Chapters include assessment tools, exercises, and job aids.

Buying, Selling, and Valuing Financial Practices, + Website

Buying, Selling, and Valuing Financial Practices, + Website PDF Author: David Grau, Sr.
Publisher: John Wiley & Sons
ISBN: 1119207371
Category : Business & Economics
Languages : en
Pages : 325

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Book Description
The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns. From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process Utilize advanced deal structuring techniques including seller and bank financing strategies Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients.