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What Is Succession Planning?

Succession planning is the process by which companies and businesses ensure that there is an orderly and planned transfer of powers, responsibilities and job functions when employees -- usually in executive and management positions, leave the company through retirement, or other means.

If we think of human resource planning as ensuring that the right people and right skills are available so the company can meet its strategic and shorter term goals, then it's clear that succession planning is an important part of this process.

In terms of process, succession planning involves identifying positions and roles where vacancies are anticipated, and identifying how the company will fill those positions. When it's determined that succession planning will rely on internal promotions, some companies will begin a process of identifying one (or more than one potential candidate), and begin the development process with them, so that when it is time for a person to step up, they have ample experience and the necessary skills to do so.

For example, a person targeted to fill an anticipated vacancy from within may be encouraged to take relevant university courses, attend seminars for skill building, shadow the current incumbent to learn the ropes, receive coaching and mentoring from the incumbent, participate in job rotations, and other developmental activities.

While it may seem that succession planning (and developmental planning) applies only to internal staff (preparing an existing employee to move up), it can also be used with a new hire, who may be hired before the incumbent leaves, and is prepared for the full position while the incumbent is still in place. The purpose is to ensure continuity of operations.

About Company

Bacal & Associates was founded in 1992. Since then Robert has trained thousands of employees to deal with angry, hostile, abusive and potentially violent customers. He has authored over 20 books on various subjects, many published by McGraw-Hill.

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Robert Bacal

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Our Related Websites

Building Bridges Between Home And School For Educators
Just for teachers, administrators and school staff

Angry Customer Guides and Defusing Techniques
Hundreds of tips and techniques for dealing with nasty people.

Customer Service In Government

A site dedicated to those in the public sector who deal with difficult, angry, frustrated taxpayers.

Bacal & Associates Store
Free and paid guides, books, and documents on business, management and more.

We Believe

  • Training sessions should ALWAYS be customized to fit YOUR context.
  • Our role is to make you self-sufficient and self-sustaining.
  • Fees should be reasonable, fair, and flexible to fit different budgets.
  • The only way to further success is to challenge the existing "wisdom" through critical thinking and basing our services and books on a complex reality.
  • SHARING is the cornerstone of our Internet sites, which is why we created our FREE resource centers to share the resources and references we use.

Get in Touch

  • Phone:
    (613) 764-0241
  • Email: ceo@work911.com
  • Address:

  • Bacal & Associates
  • 722 St. Isidore Rd.
  • Casselman
  • Ontario
  • Canada, K0A 1M0





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