Succession Planning

We believe that succession planning is one of the key things that keeps organizations vibrant and healthy. Planning for future personnel changes is a necessary strategic process for workplaces of all sizes. However, many organizations fail to start this process early enough or don’t give it the intentional focus it requires.

What is succession planning?

Succession planning is a process for identifying and proactively developing people who can replace existing leaders when they leave or retire. In privately owned businesses, succession planning also needs to consider the transfer of ownership. Planning for the future success of your organization means putting the right people in place who have the necessary abilities and knowledge to champion your culture moving forward. Sometimes those people are current employees you want to develop, but occasionally you need to look outside your organization. In these cases, it’s particularly crucial to start the process of planning for the future early.

At ACHIEVE, we believe that succession planning should start with a listening process. By listening, we identify key areas that need to be addressed. That is why our succession planning process includes interviews of key people within the organization, which will be conducted by our consultants. The time it takes to complete the in-person portion of the succession planning process often ranges from one to three days, depending on your context and desired goals.

Here are the typical phases of ACHIEVE’s succession planning process:

Phase 1: Identify the goals for succession planning.
Phase 2:
Determine who should be interviewed and create a set of interview questions.
Phase 3:
Conduct one-on-one interviews with key people in your organization.
Phase 4:
Identify themes gathered from the interviews and report them back to you.
Phase 5:
Facilitate a succession planning session, ranging from a half-day to a full-day in length.
Phase 6:
Draft, revise, and finalize a 7-10-page plan document.

ACHIEVE will adapt the succession planning process to fit your needs. Throughout the process, our consultants will work closely with you to ensure your needs are met and that you have a plan to move into the future with confidence.

Why Choose ACHIEVE Consulting?

Meet the Team

Our Consultants

Wendy Loewen

As ACHIEVE’s Managing Director, Wendy works with organizations and communities to help them make informed plans that will guide them to a successful future. Through her work, Wendy has supported a wide variety of organizations in succession planning, including corporations, municipalities, and not-for-profits. She believes that multiple perspectives and transparent…
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Chris Downey

Chris is a leadership and organizational development professional with over 20 years of experience in both the private and public sectors. Through his extensive experience in operations, compliance, and organizational development, he has gained a diverse skill set which has shaped how he approaches leading and working with teams. Chris…
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Randy Grieser

Founder & Advisor
Randy (he/him) is the founder, former CEO, and current Advisor of ACHIEVE Centre for Leadership. He is an intuitive and visionary leader who, together with a team of employees and trainers, has positioned ACHIEVE to be a leading provider of professional development training. In 2022, after close to seventeen years…
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Explore Options

Photo of Chantel Runtz

Contact Chantel Runtz, Training Coordinator, to discuss your speaking needs or to receive a detailed quote by email at [email protected] or by phone at 204-789-2457.

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