Succession Strategy & Transition – 1 Day Workshop in Ottawa

Thu, 09 Apr, 2026 at 09:00 am to Thu, 10 Sep, 2026 at 05:00 pm UTC-04:00

regus ON, Ottawa - Albert & Metcalfe | Ottawa

Catils_inc
Publisher/HostCatils_inc
Succession Strategy & Transition \u2013 1 Day Workshop in Ottawa
Advertisement
Learn how to plan leadership succession, groom future leaders, and ensure smooth transitions for business continuity and growth.
About this Event

Group Discounts:

  • Save 10% when registering 3 or more participants
  • Save 15% when registering 10 or more participants

About This Course

Duration: 1 Full Day (8 Hours)

Delivery Mode: Classroom (In-Person)

Language: English

Credits: 8 PDUs / Training Hours

Certification: Course Completion Certificate

Refreshments: Lunch, Snacks, and beverages will be provided during the session

Course Overview

Business Succession Planning is all about being prepared. The loss of valuable leadership can cripple even the strongest of companies. Succession planning is an essential component to the survival and growth of any business. Whether it is grooming employees to become leaders, or preparing for an employee’s retirement, participants will identify common obstacles and learn how to overcome them.

Our Business Succession Planning workshop will show you the differences between succession planning and mere replacement planning. How you prepare people to take on leadership responsibilities is just as important as hiring the right person for the job. Every company should have a form of succession planning in its portfolio.

Learning Objectives

In this course you will:

● Learn the importance of succession planning
● Understand the process of succession planning
● Recognize the importance of mentoring as a component of your plan
● Learn to set goals using a SWOT analysis
● Draft a plan, assign responsibilities, and establish monitoring systems
● Understand the importance of change management
● Learn to anticipate obstacles
● Know how to re-evaluate goals and focus on progress
● Recognize when success has been achieved

Target Audience

Anybody who is interested in learning Business Succession Planning

Why Choose This Course?

This program is ideal if you want to ensure the continuity and growth of your business by preparing future leaders. It equips you with the knowledge and tools to develop effective succession plans, mentor employees, and manage change effectively. Whether you are a business owner, manager, or HR professional, this course helps you anticipate obstacles, set clear goals, and create a structured succession strategy that safeguards your company’s leadership pipeline.

©2026 Catils. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.


Can this Business Succession Planning course be customized for our organization?

Yes, we offer customized in-house Business Succession Planning programs tailored to your company’s size, leadership structure, and growth objectives. The training can incorporate real organizational scenarios, employee development plans, and succession challenges to ensure maximum relevance and practical application. Delivery format, duration, and focus areas can be adjusted to align with your business goals

📧 Contact us today to schedule a customized in-house, face-to-face session: [email protected]


Event Photos
Event Photos
Event Photos
Event Photos
Event Photos
Agenda
Module One: Succession Planning Vs. Replacement Planning

Info: ● What is Business Succession Planning?
● What Is Replacement Planning?
● Differences Between
● Deciding What You Need


Module Two: Preparing for the Planning Process

Info: ● How to Set Parameters for the Planning Process
● Should You Establish a Committee?
● How to Gather Operational Data


Module Three: Initiating Process

Info: ● Develop a Mission Statement
● Develop a Vision Statement
● Choosing to Be a Mentor


Module Four: The SWOT Analysis

Info: ● Identifying Strengths
● Identifying Weaknesses
● Identifying Opportunities
● Identifying Threats


Module Five: Developing the Succession Plan

Info: ● Prioritize What the Succession Plan Will Address
● Set Goals and Objectives
● Develop a Strategy for Achieving Goals
● Draft the Plan


Module Six: Executing the Plan

Info: ● Assign Responsibility and Authority
● Establish a Monitoring System
● Identifying Paths
● Choosing Your Final Approach


Module Seven: Gaining Support

Info: ● Gathering Data
● Addressing Concerns and Issues
● Evaluating and Adapting


Module Eight: Managing the Change

Info: ● Developing a Change Management Plan
● Developing a Communication Plan
● Implementing the Plans
● Providing Constructive Criticism
● Encouraging Growth and Development


Module Nine: Overcoming Roadblocks

Info: ● Common Obstacles
● Re-Evaluating Goals
● Focusing on Progress


Module Ten: Reaching the End

Info: ● How to Know When You’ve Achieved Success
● Transitioning
● Wrapping it All Up


Module Eleven: Wrapping Up

Info: ● Words from the Wise
● Review of Parking Lot
● Lessons Learned
● Completion of Action Plans and Evaluations


Advertisement

Event Venue & Nearby Stays

regus ON, Ottawa - Albert & Metcalfe, 116 Albert Street Suite 200 & 300, Ottawa, Canada

Tickets

CAD 605.73 to CAD 776.51

Icon
Concerts, fests, parties, meetups - all the happenings, one place.

Ask AI if this event suits you:

More Events in Ottawa

An Evening of Warrange\u2122
Tue, 19 May at 05:30 pm An Evening of Warrange™

Hellenic Event Centre, Prince of Wales Drive, Ottawa, ON, Canada

PEO Ottawa Chapter:  From Design Engineer to Business Owner
Tue, 19 May at 05:30 pm PEO Ottawa Chapter: From Design Engineer to Business Owner

Beaverbrook Public Library, 2500 Campeau Drive, Meeting Room B, Kanata, K2K 2W3

Bloom & Buzz Paint Night \ud83c\udfa8\ud83c\udf3b
Tue, 19 May at 06:00 pm Bloom & Buzz Paint Night 🎨🌻

Legion Branch 632 - Orléans

Gala du Bureau de l'\u00c9ducation Internationale (BEI) du CEPEO
Tue, 19 May at 06:00 pm Gala du Bureau de l'Éducation Internationale (BEI) du CEPEO

Canada Aviation and Space Museum

Collecting 101 x Ottawa Art Gallery
Tue, 19 May at 06:00 pm Collecting 101 x Ottawa Art Gallery

Ottawa Art Gallery

Let's talk BABY BIRDS! With Patty from Wild Birds Unlimited
Tue, 19 May at 06:30 pm Let's talk BABY BIRDS! With Patty from Wild Birds Unlimited

Ottawa Tool Library

Ottawa Trivia League
Tue, 19 May Ottawa Trivia League

275 Carling Avenue, Ottawa, ON, Canada, Ontario K1S 5Y2

From Washboards to Washing Machines: A History of Laundry Work
Tue, 19 May at 07:00 pm From Washboards to Washing Machines: A History of Laundry Work

Beyond the Pale Byward Taproom

Reflexology for Runners: It's All in the Recovery!
Tue, 19 May at 07:00 pm Reflexology for Runners: It's All in the Recovery!

151-D Second Ave

\u201cLookout For The Shore - Bar Reunion Special!\u201d Hosted by Francis Coe.
Tue, 19 May at 08:00 pm “Lookout For The Shore - Bar Reunion Special!” Hosted by Francis Coe.

The Lookout Bar & Nightclub

Ceramic 3D Printing & Advanced Filament Extrusion Tour in Canada-Ottawa
Wed, 20 May at 09:00 am Ceramic 3D Printing & Advanced Filament Extrusion Tour in Canada-Ottawa

150 Louis-Pasteur Private

Ottawa is Happening!

Never miss your favorite happenings again!

Explore Ottawa Events