Succession Planning A Complete Guide - 2020 Edition
()
About this ebook
Are the risks fully understood, reasonable and manageable? Who is now looking to you as a mentor, a employee, an encourager? Do you want to cash out immediately, maintain an equity stake, cash out over some years? How many staff members at your organization? What does the succession plan look like?
This premium Succession Planning self-assessment will make you the entrusted Succession Planning domain standout by revealing just what you need to know to be fluent and ready for any Succession Planning challenge.
How do I reduce the effort in the Succession Planning work to be done to get problems solved? How can I ensure that plans of action include every Succession Planning task and that every Succession Planning outcome is in place? How will I save time investigating strategic and tactical options and ensuring Succession Planning costs are low? How can I deliver tailored Succession Planning advice instantly with structured going-forward plans?
There’s no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Succession Planning essentials are covered, from every angle: the Succession Planning self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Succession Planning outcomes are achieved.
Contains extensive criteria grounded in past and current successful projects and activities by experienced Succession Planning practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Succession Planning are maximized with professional results.
Your purchase includes access details to the Succession Planning self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria:
- The latest quick edition of the book in PDF
- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...
- The Self-Assessment Excel Dashboard
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
- In-depth and specific Succession Planning Checklists
- Project management checklists and templates to assist with implementation
INCLUDES LIFETIME SELF ASSESSMENT UPDATES
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
Read more from Gerardus Blokdyk
Logistics and Supply Chain Management Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5SAP MM Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5ISO 45001 Second Edition Rating: 4 out of 5 stars4/5Quality Assurance Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5Project Management Office PMO Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5ISO 14644 A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsHR Analytics Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5SAP SD Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5Key Performance Indicator KPI Standard Requirements Rating: 4 out of 5 stars4/5SAP HANA Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsSAP CO Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsISO 27001 Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsEnterprise Risk Management Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5Power BI A Complete Guide Rating: 3 out of 5 stars3/5Data Governance Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsISO 26262 Complete Self-Assessment Guide Rating: 3 out of 5 stars3/5SAP Supply Chain Management Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsNational Electrical Code Second Edition Rating: 0 out of 5 stars0 ratingsMicrosoft Dynamics 365 For Finance And Operations A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsRoot-cause analysis Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsSAP PM Complete Self-Assessment Guide Rating: 1 out of 5 stars1/5Human resource management Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5TOGAF Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsFinancial audit Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5Ux UI design Complete Self-Assessment Guide Rating: 4 out of 5 stars4/5Reliability Centered Maintenance Rcm Complete Self-Assessment Guide Rating: 3 out of 5 stars3/5Python Data Structures and Algorithms Complete Self-Assessment Guide Rating: 5 out of 5 stars5/5ISO IEC 17025 A Clear and Concise Reference Rating: 5 out of 5 stars5/5ServiceNow Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsAUTOSAR Complete Self-Assessment Guide Rating: 3 out of 5 stars3/5
Related to Succession Planning A Complete Guide - 2020 Edition
Related ebooks
Succession Planning Process A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsStrategic Workforce Planning A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsOrganization Design A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsOnboarding A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsOrganizational Development A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsPersonal Development Planning A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsPerformance Appraisal A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsThe Master Human Resources Manager Rating: 5 out of 5 stars5/5Chief Human Resources Officer A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsTalent Management Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsMastering Consulting as an HR Practitioner: Making an Impact in Small Business Rating: 0 out of 5 stars0 ratingsSuccession Planning Process A Complete Guide - 2021 Edition Rating: 0 out of 5 stars0 ratingsCulture Transformation: Purpose, Passion, Path Rating: 4 out of 5 stars4/5Talent Strategy A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsHuman Resource Alignment: From Business Strategy to HR Practice Rating: 0 out of 5 stars0 ratingsSuccession Planning and Management: A Guide to Organizational Systems and Practices Rating: 0 out of 5 stars0 ratingssuccession planning A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsThe Chartered Human Resources Business Partner Rating: 5 out of 5 stars5/5HR A Complete Guide - 2020 Edition Rating: 0 out of 5 stars0 ratingsEffective Succession Planning: Ensuring Leadership Continuity and Building Talent from Within Rating: 4 out of 5 stars4/5Happy Employees Make Happy Customers: How Build Great Employee Engagement to Create a Great Customer Experience Rating: 0 out of 5 stars0 ratingsHR Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsLeadership and Innovative Behaviors:: The Key Drivers for Organizational Innovation Rating: 0 out of 5 stars0 ratingsRaise Your Team's Employee Engagement Score: A Manager's Guide Rating: 0 out of 5 stars0 ratingsEmployee On-Boarding Automation A Complete Guide - 2019 Edition Rating: 0 out of 5 stars0 ratingsChief HR Officer Third Edition Rating: 0 out of 5 stars0 ratingsStrategic Workforce Planning A Complete Guide - 2021 Edition Rating: 0 out of 5 stars0 ratingsBest Strategies for a Company to Progress! Rating: 0 out of 5 stars0 ratingsFrom Hello to Goodbye: Proactive Tips for Maintaining Positive Employee Relations Rating: 5 out of 5 stars5/5OD for the Accidental Practitioner: A Book Written by Practitioners, for Practitioners Rating: 0 out of 5 stars0 ratings
Business For You
The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing Rating: 4 out of 5 stars4/5The Book of Beautiful Questions: The Powerful Questions That Will Help You Decide, Create, Connect, and Lead Rating: 4 out of 5 stars4/5Lying Rating: 4 out of 5 stars4/5Robert's Rules Of Order Rating: 5 out of 5 stars5/5The Richest Man in Babylon: The most inspiring book on wealth ever written Rating: 5 out of 5 stars5/5Emotional Intelligence: Exploring the Most Powerful Intelligence Ever Discovered Rating: 5 out of 5 stars5/5Becoming Bulletproof: Protect Yourself, Read People, Influence Situations, and Live Fearlessly Rating: 4 out of 5 stars4/5Your Next Five Moves: Master the Art of Business Strategy Rating: 5 out of 5 stars5/5How to Get Ideas Rating: 5 out of 5 stars5/5Grant Writing For Dummies Rating: 5 out of 5 stars5/5Collaborating with the Enemy: How to Work with People You Don’t Agree with or Like or Trust Rating: 4 out of 5 stars4/5Financial Words You Should Know: Over 1,000 Essential Investment, Accounting, Real Estate, and Tax Words Rating: 4 out of 5 stars4/5Confessions of an Economic Hit Man, 3rd Edition Rating: 5 out of 5 stars5/5Crucial Conversations Tools for Talking When Stakes Are High, Second Edition Rating: 4 out of 5 stars4/5Good to Great: Why Some Companies Make the Leap...And Others Don't Rating: 4 out of 5 stars4/5Crucial Conversations: Tools for Talking When Stakes are High, Third Edition Rating: 4 out of 5 stars4/5Tools Of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers Rating: 4 out of 5 stars4/5Robert's Rules of Order: The Original Manual for Assembly Rules, Business Etiquette, and Conduct Rating: 4 out of 5 stars4/5Just Listen: Discover the Secret to Getting Through to Absolutely Anyone Rating: 4 out of 5 stars4/5High Conflict: Why We Get Trapped and How We Get Out Rating: 4 out of 5 stars4/5Law of Connection: Lesson 10 from The 21 Irrefutable Laws of Leadership Rating: 4 out of 5 stars4/5Ask for More: 10 Questions to Negotiate Anything Rating: 4 out of 5 stars4/5Summary of J.L. Collins's The Simple Path to Wealth Rating: 5 out of 5 stars5/5Set for Life: An All-Out Approach to Early Financial Freedom Rating: 4 out of 5 stars4/5Summary of Eve Rodsky's Fair Play Rating: 2 out of 5 stars2/5
Reviews for Succession Planning A Complete Guide - 2020 Edition
0 ratings0 reviews
Book preview
Succession Planning A Complete Guide - 2020 Edition - Gerardus Blokdyk
Succession Planning
Complete Self-Assessment Guide
The guidance in this Self-Assessment is based on Succession Planning best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.
Notice of rights
You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.
All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.
The information in this book is distributed on an As Is
basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.
Trademarks
Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.
Copyright © by The Art of Service
http://theartofservice.com
service@theartofservice.com
About The Art of Service
The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.
Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.
Unless you’re talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.
Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.
Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:
http://theartofservice.com
service@theartofservice.com
Included Resources - how to access
Included with your purchase of the book is the Succession Planning Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.
How? Simply send an email to
access@theartofservice.com
with this books’ title in the subject to get the Succession Planning Self Assessment Tool right away.
You will receive the following contents with New and Updated specific criteria:
•The latest quick edition of the book in PDF
•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...
•The Self-Assessment Excel Dashboard, and...
•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
•In-depth specific Checklists covering the topic
•Project management checklists and templates to assist with implementation
INCLUDES LIFETIME SELF ASSESSMENT UPDATES
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
Get it now- you will be glad you did - do it now, before you forget.
Send an email to access@theartofservice.com with this books’ title in the subject to get the Succession Planning Self Assessment Tool right away.
Purpose of this Self-Assessment
This Self-Assessment has been developed to improve understanding of the requirements and elements of Succession Planning, based on best practices and standards in business process architecture, design and quality management.
It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.
The criteria of requirements and elements of Succession Planning have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.
In this format, even with limited background knowledge of Succession Planning, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.
How to use the Self-Assessment
On the following pages are a series of questions to identify to what extent your Succession Planning initiative is complete in comparison to the requirements set in standards.
To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.
1 Strongly Disagree
2 Disagree
3 Neutral
4 Agree
5 Strongly Agree
Read the question and rate it with the following in front of mind:
‘In my belief,
the answer to this question is clearly defined’.
There are two ways in which you can choose to interpret this statement;
1.how aware are you that the answer to the question is clearly defined
2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.
A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.
After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Succession Planning Scorecard on the second next page of the Self-Assessment.
Your completed Succession Planning Scorecard will give you a clear presentation of which Succession Planning areas need attention.
Succession Planning
Scorecard Example
Example of how the finalized Scorecard can look like:
Succession Planning
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service11
Included Resources - how to access11
Purpose of this Self-Assessment13
How to use the Self-Assessment14
Succession Planning
Scorecard Example16
Succession Planning
Scorecard17
BEGINNING OF THE
SELF-ASSESSMENT:18
CRITERION #1: RECOGNIZE19
CRITERION #2: DEFINE:27
CRITERION #3: MEASURE:37
CRITERION #4: ANALYZE:44
CRITERION #5: IMPROVE:54
CRITERION #6: CONTROL:65
CRITERION #7: SUSTAIN:81
Succession Planning and Managing Projects, Criteria for Project Managers:131
1.0 Initiating Process Group: Succession Planning132
1.1 Project Charter: Succession Planning134
1.2 Stakeholder Register: Succession Planning136
1.3 Stakeholder Analysis Matrix: Succession Planning137
2.0 Planning Process Group: Succession Planning139
2.1 Project Management Plan: Succession Planning141
2.2 Scope Management Plan: Succession Planning143
2.3 Requirements Management Plan: Succession Planning145
2.4 Requirements Documentation: Succession Planning147
2.5 Requirements Traceability Matrix: Succession Planning149
2.6 Project Scope Statement: Succession Planning151
2.7 Assumption and Constraint Log: Succession Planning153
2.8 Work Breakdown Structure: Succession Planning155
2.9 WBS Dictionary: Succession Planning157
2.10 Schedule Management Plan: Succession Planning160
2.11 Activity List: Succession Planning162
2.12 Activity Attributes: Succession Planning164
2.13 Milestone List: Succession Planning166
2.14 Network Diagram: Succession Planning168
2.15 Activity Resource Requirements: Succession Planning170
2.16 Resource Breakdown Structure: Succession Planning172
2.17 Activity Duration Estimates: Succession Planning174
2.18 Duration Estimating Worksheet: Succession Planning176
2.19 Project Schedule: Succession Planning178
2.20 Cost Management Plan: Succession Planning180
2.21 Activity Cost Estimates: Succession Planning182
2.22 Cost Estimating Worksheet: Succession Planning184
2.23 Cost Baseline: Succession Planning186
2.24 Quality Management Plan: Succession Planning188
2.25 Quality Metrics: Succession Planning190
2.26 Process Improvement Plan: Succession Planning192
2.27 Responsibility Assignment Matrix: Succession Planning194
2.28 Roles and Responsibilities: Succession Planning196
2.29 Human Resource Management Plan: Succession Planning198
2.30 Communications Management Plan: Succession Planning200
2.31 Risk Management Plan: Succession Planning202
2.32 Risk Register: Succession Planning204
2.33 Probability and Impact Assessment: Succession Planning206
2.34 Probability and Impact Matrix: Succession Planning208
2.35 Risk Data Sheet: Succession Planning210
2.36 Procurement Management Plan: Succession Planning212
2.37 Source Selection Criteria: Succession Planning214
2.38 Stakeholder Management Plan: Succession Planning216
2.39 Change Management Plan: Succession Planning218
3.0 Executing Process Group: Succession Planning220
3.1 Team Member Status Report: Succession Planning222
3.2 Change Request: Succession Planning224
3.3 Change Log: Succession Planning226
3.4 Decision Log: Succession Planning228
3.5 Quality Audit: Succession Planning230
3.6 Team Directory: Succession Planning233
3.7 Team Operating Agreement: Succession Planning235
3.8 Team Performance Assessment: Succession Planning237
3.9 Team Member Performance Assessment: Succession Planning239
3.10 Issue Log: Succession Planning241
4.0 Monitoring and Controlling Process Group: Succession Planning242
4.1 Project Performance Report: Succession Planning244
4.2 Variance Analysis: Succession Planning246
4.3 Earned Value Status: Succession Planning248
4.4 Risk Audit: Succession Planning250
4.5 Contractor Status Report: Succession Planning252
4.6 Formal Acceptance: Succession Planning254
5.0 Closing Process Group: Succession Planning256
5.1 Procurement Audit: Succession Planning258
5.2 Contract Close-Out: Succession Planning260
5.3 Project or Phase Close-Out: Succession Planning262
5.4 Lessons Learned: Succession Planning264
Succession Planning and Managing Projects, Criteria for Project Managers:266
1.0 Initiating Process Group: Succession Planning267
1.1 Project Charter: Succession Planning269
1.2 Stakeholder Register: Succession Planning271
1.3 Stakeholder Analysis Matrix: Succession Planning272
2.0 Planning Process Group: Succession Planning274
2.1 Project Management Plan: Succession Planning276
2.2 Scope Management Plan: Succession Planning278
2.3 Requirements Management Plan: Succession Planning280
2.4 Requirements Documentation: Succession Planning283
2.5 Requirements Traceability Matrix: Succession Planning285
2.6 Project Scope Statement: Succession Planning287
2.7 Assumption and Constraint Log: Succession Planning289
2.8 Work Breakdown Structure: Succession Planning291
2.9 WBS Dictionary: Succession Planning293
2.10 Schedule Management Plan: Succession Planning296
2.11 Activity List: Succession Planning298
2.12 Activity Attributes: Succession Planning300
2.13 Milestone List: Succession Planning302
2.14 Network Diagram: Succession Planning304
2.15 Activity Resource Requirements: Succession Planning306
2.16 Resource Breakdown Structure: Succession Planning308
2.17 Activity Duration Estimates: Succession Planning310
2.18 Duration Estimating Worksheet: Succession Planning312
2.19 Project Schedule: Succession Planning314
2.20 Cost Management Plan: Succession Planning316
2.21 Activity Cost Estimates: Succession Planning318
2.22 Cost Estimating Worksheet: Succession Planning320
2.23 Cost Baseline: Succession Planning322
2.24 Quality Management Plan: Succession Planning324
2.25 Quality Metrics: Succession Planning326
2.26 Process Improvement Plan: Succession Planning328
2.27 Responsibility Assignment Matrix: Succession Planning330
2.28 Roles and Responsibilities: Succession Planning332
2.29 Human Resource Management Plan: Succession Planning334
2.30 Communications Management Plan: Succession Planning336
2.31 Risk Management Plan: Succession Planning338
2.32 Risk Register: Succession Planning340
2.33 Probability and Impact Assessment: Succession Planning342
2.34 Probability and Impact Matrix: Succession Planning344
2.35 Risk Data Sheet: Succession Planning346
2.36 Procurement Management Plan: Succession Planning348
2.37 Source Selection Criteria: Succession Planning350
2.38 Stakeholder Management Plan: Succession Planning352
2.39 Change Management Plan: Succession Planning354
3.0 Executing Process Group: Succession Planning356
3.1 Team Member Status Report: Succession Planning358
3.2 Change Request: Succession Planning360
3.3 Change Log: Succession Planning362
3.4 Decision Log: Succession Planning364
3.5 Quality Audit: Succession Planning366
3.6 Team Directory: Succession Planning369
3.7 Team Operating Agreement: Succession Planning371
3.8 Team Performance Assessment: Succession Planning373
3.9 Team Member Performance Assessment: Succession Planning375
3.10 Issue Log: Succession Planning377
4.0 Monitoring and Controlling Process Group: Succession Planning379
4.1 Project Performance Report: Succession Planning381
4.2 Variance Analysis: Succession Planning383
4.3 Earned Value Status: Succession Planning385
4.4 Risk Audit: Succession Planning387
4.5 Contractor Status Report: Succession Planning389
4.6 Formal Acceptance: Succession Planning391
5.0 Closing Process Group: Succession Planning393
5.1 Procurement Audit: Succession Planning395
5.2 Contract Close-Out: Succession Planning397
5.3 Project or Phase Close-Out: Succession Planning399
5.4 Lessons Learned: Succession Planning401
Index403
CRITERION #1: RECOGNIZE
INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.
In my belief, the answer to this question is clearly defined:
5 Strongly Agree
4 Agree
3 Neutral
2 Disagree
1 Strongly Disagree
1. Is the succession event an internal succession?
<--- Score
2. Do you provide the level of support your organization needs/ wants?
<--- Score
3. Are there any specific expectations or concerns about the Succession Planning team, Succession Planning itself?
<--- Score
4. What actions are needed to implement your