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Strategies for Succession Planning


The departure or retirement of an employee is not the time to begin succession planning – be prepared, starting right now. Learn strategic principles of succession planning, models to put in place, creation of templates for knowledge transfer, and key practices in the successful succession planning of your organization's staff and leadership.

Who Should Attend

  • Training and Development Managers
  • Managers and Supervisors
  • New or Experienced Trainers
  • HR Professionals
  • Consultants

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Benefits and Learning Outcomes

  • Create templates for knowledge transfer
  • Learn key practices in planning
  • Implement plans for leadership and the organization

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Course Outline/Topics

8:30am – 12:00pm

  • Succession Planning and Knowledge Transfer
  • Defining Succession Planning
    • Thoughts to Consider
    • Generational Impacts
    • Why the Need
  • Succession Planning and Organizational Development
    • The Business Case for Succession Planning
  • Approaches to Succession Planning
    • Four Tips to Succession Planning
    • Models for Succession Planning
    • Human Resource Supply Forecasting Techniques
    • Case Study

12:00pm – 12:30pm

  • Lunch

12:30pm – 4:30pm

  • Defining Knowledge Transfer
    • What Is It?
    • Why Do We Do It?
  • Creating a Knowledge Transfer Program
    • Things to Consider
    • How Do We Transfer Knowledge?
  • Resources

Sessions include a morning and afternoon 15 min. break.

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This program can be applied toward the:

Approved for 7 (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute

Lunch and snacks are provided each day. Discounted parking is also available for those who park in the adjacent Grand Avenue parking structure.

Tue., Nov. 10
Location: UWM School of Continuing Education (Click link for directions)
Instructor: Mary Kurer
$375: Register by Tue., Oct. 27
$395: Register on or after Wed., Oct. 28 Discount Available
CEUs: 0.7
Enrollment Limit: 25
Program No. 7710-8231
Note: Approved for 7 (HR (General)) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute
Registration Deadline: Tue., Nov. 3
Register Now
For more information, contact:
Latonia Pernell, Program Manager,, 414-227-3336