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According to a 2011 cross-sector survey conducted by
the American Management Association, nearly one in
four companies do ...
Effective organizations and effective leaders are
committed to succession planning.
LEADERSHIP
CONTINUITY
STRATEGIC
LEADER...
Leadership Continuity
• It is important to revisit your assumptions. Don’t
assume the key personnel your company depends u...
Planning tips:
1. Develop a clearly identified chart of authority and responsibility
for the organization, and designate s...
Strategic Leader Development
• Seamless management succession within an
organization is more important than ever in light
...
Planning tips:
“Strategic leader development” planning includes having
these key components in place in your organization:...
Risk Management
• Succession planning involves risk management. As
part of risk management, it is important to outline
the...
Planning Tip:
• Direct your staff to focus first on the most important
business functions. If you and your employees are t...
Patmos, LLC, provides services for nonprofit and corporate clients
focusing on resiliency. Patmos' diverse and unique set ...
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Patmos, LLC Tips for Effective Succession Planning

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Effective organizations and effective leaders are committed to strategic planning. Such planning, to be truly effective, involves keeping your eyes on the three balls of leadership continuity, strategic leader development, and risk management to ensure the invisible doesn’t become a problem when the organization faces planned or unexpected exits of key employees. In nine slides, Patmos provides helpful tips for leaders.

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Patmos, LLC Tips for Effective Succession Planning

  1. 1. According to a 2011 cross-sector survey conducted by the American Management Association, nearly one in four companies do no succession planning whatsoever, and just 8% maintain comprehensive succession plans. …Where does your organization rank?
  2. 2. Effective organizations and effective leaders are committed to succession planning. LEADERSHIP CONTINUITY STRATEGIC LEADER DEVELOPMENT RISK MANAGEMENT . Such planning, to be truly effective, involves keeping your eyes on the three balls of leadership continuity, strategic leader development, and risk management to ensure the invisible doesn’t become a problem when the organization faces planned or unexpected exits of key employees.
  3. 3. Leadership Continuity • It is important to revisit your assumptions. Don’t assume the key personnel your company depends upon will always be there OR are available to carry on in recovery efforts should a crisis hit. • Assume the potential for unavailability. Large scale events such as 9/11 taught us the impact the tragic loss of personnel across whole departments can have upon an organization. • Also, don’t assume that succession planning is only reserved for the executive management level. It is important to have back-ups identified for anyone responsible for the day-to-day processes that are critical to the operation of the organization.
  4. 4. Planning tips: 1. Develop a clearly identified chart of authority and responsibility for the organization, and designate staff who are prepared to step up in the event of planned or unplanned leadership change. 2. Establish a back-up strategy… not just for your important data, but also your key employees. Start by identifying the most critical department functions and services within your organization. Then identify key person(nel) supporting these functions. 3. Next, identify back-up personnel. Choose individuals who have come up through the ranks of their respective units to act as stand-ins when the business managers are not available. If the back-up employee needs training, chart the action steps for such training. 4. A key part of continuity of leadership is the development of operational manuals for admin systems so that back-up staff have the resources they need. Ensure the documentation is accessible and current. 5. As part of your communications plan, outline who is contacted when and why during a leadership change.
  5. 5. Strategic Leader Development • Seamless management succession within an organization is more important than ever in light of the hyper-competition of a global economy and mobile workforce. • But one in five companies is utterly unprepared for a sudden loss of leadership according to a 2011 study by the American Management Association. • Not developing a leadership pipeline within your organization increases the vulnerability and decreases its sustainability.
  6. 6. Planning tips: “Strategic leader development” planning includes having these key components in place in your organization: 1. A strategic business plan exists. 2. Succession plans exist for all key positions and they are aligned with your strategic business plan. 3. Your organization’s governance structure periodically performs a self-assessment. 4. Strategic leader development is not just a HR function; it involves executive leadership committing to meeting quarterly to identify potential leadership within the organization and the training and opportunities for employees. 5. Annual evaluations of staff are performed. 6. Operational manuals for admin systems exist and they are accessible and current.
  7. 7. Risk Management • Succession planning involves risk management. As part of risk management, it is important to outline the roles and responsibilities of your key employees - - and their back-ups -- during and after a crisis. • It is also important that attention has been given to contingency plans and they have been documented at a departmental level. • Provide a comfortable level of detail of the key policies that will be followed, personnel needed, dependencies on other departments and vendors, and process and procedures, in addition to the roles and responsibilities of key employees.
  8. 8. Planning Tip: • Direct your staff to focus first on the most important business functions. If you and your employees are trying to get what may only exist “between the ears” down in some documented format, don’t try to document EVERYTHING that happens in the department; start with the most critical business functions of the department. • Duplicate your information so it can be accessed anywhere and at any time by the key people to mitigate the risks.
  9. 9. Patmos, LLC, provides services for nonprofit and corporate clients focusing on resiliency. Patmos' diverse and unique set of experiences and skills – enterprise wide business continuity planning and management, strategic planning, aligning processes and systems, risk assessment, and connecting people to resources -- provide the fundamentals which organizations need to survive and grow, while adapting to today’s challenging and complex realities. Get the scoop on our services here. @2013 Patmos, LLC

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