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Succession planning

Without a strategic succession plan, organizations face disruptions in leadership, loss of institutional knowledge, and a lack of readiness to adapt to transitions, risking long-term stability and performance. Our tailored succession planning service addresses these challenges by creating a roadmap for leadership continuity, fostering organizational resilience, and building systems that ensure seamless transitions.

How Succession planning adds value

Leadership continuity

Ensures smooth transitions to maintain stability.

Resilience building

Adapts to change and meet challenges confidently.

Tailored strategies

Aligns solutions with your unique needs and culture.

Knowledge retention

Protects and transfer critical institutional knowledge.

Long-term growth

Embeds succession planning into organizational strategies.

Self-sufficiency

Empowers your team to manage future transitions independently.

Get strategies tailored to your unique context and benefit from customized planning that respects your organization’s size, complexity, and culture, ensuring our succession plan aligns with the needs of your business.

What to expect

We approach succession planning collaboratively, with a focus on creating a resilient and future-ready teams. Our methodology ensures that our solution reflects your organization’s unique needs and long-term goals.

Culture assessment 

We evaluate your existing culture and practices around succession to identify opportunities for alignment and improvement.

Future mapping 

We envision your organization’s structure and needs after key transitions to guide strategy development.

Collaborative design 

We partner with your team to co-create solutions that reflect your organization’s size, complexity, and culture.

HR readiness 

We assess your human resource capabilities and prepare your team for active roles in succession planning.

Systems thinking 

We address inter-dependencies and consider both short- and long-term implications of succession decisions.

Tailored training 

We can provide customized training programs and process recommendations to support ongoing succession planning efforts.

The expertise we bring

Read more about our team's expertise on our blog and discover insights from our experts below.

CEO Succession Planning: Pitfalls and Solutions

At its core, CEO succession planning takes a large investment of time and focus. Common challenges stem from misunderstandings as to who should oversee developing a succession plan, aligning perspectives on what the organization needs in its next CEO, and weak internal talent pipelines.

Top 5 CEO Succession Planning Strategies Guide

If you’re sitting on a board today, here’s a sobering reality check: over half of corporate boards lack a formal CEO succession plan. When there’s a CEO currently in place, it’s easy for boards to ignore CEO succession planning in favour of other more pressing matters. Until it becomes today’s crisis. The truth is, effective CEO succession planning isn’t just...

Leadership Succession: 4 Key Board Considerations

 “A person who does not worry about the future will shortly have worries about the present.” Ancient Chinese proverb Here is a sobering thought: over 50% of non-profit and private sector boards do not have a formal CEO succession plan in place. The obvious question is: Why? Put simply, many boards find leadership succession planning difficult. Consequently, leadership succession planning...

Expert opinion

"For succession planning to be effective, it needs to take into account external factors that are beyond the organization’s control. This includes the labour market, employment rates, regional and geographical variations, and industry sector trends."

Brad Boyce
Client solutions in finance and accounting

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