We provide interactive, 2 day workshops (or retreats) typically dealing with areas such as those listed below. We will review your current processes, specific need; discuss any pre-work data to gather, possible required readings and participant exercises. The final segment of the workshop will be your facilitating how to implement the practices everyone has been focusing upon. Example topics include:

The Jury is in:  Only a Few Things Matter

“We prepare carefully for the annual succession planning meeting and the leadership team has no problem with the process. Why fix something that is not broken? Well, if you would like to have this process deliver better outcomes, you are invited to “audit” it with the now-known best practices….”

Verifying Hunches

“Our leaders do an excellent job of recalling and discussing the track record of succession candidates’ performance over time. But we know that they also use this same recollection to determine “potential”. They have heard of the “9 Box Model” but think it is too confusing. Are you saying there is an alternative?“

Strong Pipelines Have Early Identified

“We downsized several years ago and lost all jobs that had been developmental. This makes us leaner but costs us having a strong pipeline. How can you be right about early identification?”

Deep Experts—the Talent Who Have Been Over-Shadowed for Too Long

“We want all of our executive jobs filled by deep experts. However, not all of the promotions or even the outside hires have worked out as well as we expected. Are we missing something?”

Case Study – Succession Planning From the Top Down
Case Study – Succession Planning with Board Participation