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« ASPIRE TO THE PURPOSE PRIZE | Main | CHANGE, BUT STILL BOOMERS »

SUCCESSION PLANNING ASSESSMENT

To start your evaluation, here are 7 questions to answer.

*   What is the secret to effective succession planning and transitioning at your firm?

*   What criteria are used to select successors?

*   Are those criteria transparent to all levels of the firm/organization?

*   In what ways do you involve the client in practice leader or client group succession planning?

*   To what extent do you consider generational difference factors when choosing the next firm or client group leaders? To what extent do you consider personal behavioral style factors?

*   How do you go about considering the younger generations' views on future leadership needs?

*   What have been your biggest challenges about succession planning and transitioning?

In our work we've found that firm/organizations are missing significant issues by failing to address these questions.

Phyllis Weiss Haserot       www.pdcounsel.com

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