Training · Workshop
Strategic & Succession Planning Training
Move from a reactive to a proactive management style. Build leaders at every level and secure the future of your organization, whether through an exit strategy or a family succession plan.
Price on request
Delivered for your team or organization
- Format
- Workshop
- Length
- 5 modules
- Credential
- Certificate on completion
Sessions
Scheduled on request — one-on-one or for your team.
Synopsis
Specific approaches and tools for CEOs, board members and senior managers to identify current and future leadership requirements.
Instructor

Marc Zirka
Certified adult educator, certified by the Nova Scotia Department of Labour, Skills and Immigration.
Objectives
- 01Define the attributes of an organization-wide succession planning strategy
- 02Analyze your strategic plan and organizational life cycle to identify the skills you will need
Topics
- Foundation of strategic planning
- Strategic planning snapshot
- Executing the plan
- Setting goals
- What the plan looks like
- Maintaining the plan
Who should attend
- CEOs
- Board members
- Senior managers
Course agenda
Module 1 — Introduction to strategic planning
- What strategic and succession planning are and why we need them
- Pyramid structure
- Mission statement, vision and values (team and individual work)
Module 2 — SWOT & goal setting
- SWOT analysis (theory and team work)
- Setting business goals
- Assigning roles, responsibilities and accountability
- Problem solving
Module 3 — Succession planning
- Key steps for a successful path
- Team work: assessing the needs of our business
Module 4 — Career management
- Promoting a development culture
- Identifying high potentials
- Career development tools
- Developing internal successors
Module 5 — Wrap-up
- Team presentations
- Workshop review and feedback
- Distribution of certificates
Enrol
Request a seat.
No payment is taken here. Strategy Up confirms availability and sends registration and payment details. Questions: +1 902 989 7277.
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