Avoiding the Cliff Workshop
Solving the Relationship Side of the Succession and Knowledge Transfer Challenge
Stop avoiding the inevitable!
Workshop Outline – for full day or half day
Today’s Landscape – Threats and Opportunities
- The business case and benefits of succession planning and knowledge transfer (KT)
- Group exercise: What knowledge must be transferred?
- What’s necessary to ensure a sound succession planning/KT process? And 5 key impediments
- Barriers to knowledge transfer
- 5 ways multigenerational issues reframe planning
- How to prepare the next generation
- Generational attributes, and why they are how they are
- Transitioning Process components – Group discussion of cultural elements
- How to jump-start the implementation process: Individual exercise; group exercise
- Tools you can use
- Group discussion: Plan implementation
- Best practices summary
- Group exercise and discussion: Starting to plan
- Questions to take back to the office and next steps
Do you make the effort to engage your team members, colleagues and clients in conversations that are open, welcoming and encourage questions on how to continually grow in their development and client/customer relationships? This highly interactive workshop will jumpstart the process and address sensitive issues in a non-threatening way.
pwhaserot@pdcounsel.com
www.pdcounsel.com