The Planning Succession Workshop Onsite Prep.
Everything you need to get ready is right here!
Pre-Onsite Workshop Prep
What to complete before we gather
Onsite Schedule
What we'll cover during our two days
Post-Onsite Meetings
Virtual call schedule after our onsite
Pre-Onsite Workshop Prep
What to complete before we gather
Read Succession Starts Here
While the BibleĀ doesn't offer a "How-to" manual on succession, it does provide timeless principles for navigating transitionĀ well.
WeĀ created this resource because we believe the best place to go whenĀ thinking about succession is the Bible.
We've summarized 9 passages and offered questions to inspire thoughts and conversation for individuals and teams.
We encourage you to prayerfully work through this in preparation for our time together.
Download Succession Starts Here
Watch the 7 Foundational Actions
These are the mental models we share to help reframe the way peopleĀ approach the topic of succession.
These videos are a part of our online Planning Succession Resource. You will receive login instructions for the full resource later, but for now we ask that you invest 40-minutes to watch these eight videos.
We've provided a download to take notes as you follow along.
Download 7 Foundational Actions WorkbookFoundational Action 1:
Follow Wisdom's Voice
From page 11 in the Planning Succession Workshop
Time: 3m 15s
Ā
Foundational Action 2:
Say the Same Thing
From page 12
Time: 6m 52s
Foundational Action 3:
Steward the Season
From page 13
Time: 8m 56s
Foundational Action 4:
Unwind the Conversation
From page 14
Time: 7m 53s
Foundational Action 5:
Distribute the Weight
From page 15
Time: 1m 36s
Foundational Action 6:
Manage Frequency Dynamics
From page 16
Time: 5m 43s
Foundational Action 7:
Change Metaphors
From page 17
Time: 5m 06s
Build Your Life Map
It is importantĀ to reflect on where we have been as we prepare to chart the pathway forward.
Like with the 7 Foundational Actions, this video is part of the Sherpa's online Planning Succession Resource. We have included it here for ease of access.
Note: Where it is ideal for this to be completed before our time onsite, it is ok to complete this afterwards.
Download Life Map InstructionsONSITEĀ SCHEDULE
What we'll cover during our two days
Day 1 (4 hours)
Introductions andĀ Foundational Actions
Present Your Life Map (if completed)
Conduct the Organizational Assessment
Select Your Process Pathway
Day 2 (4 hours)
Explore the 5 Essential Signposts
Design Your 1st Draft Succession Plan
Introduce the Latitude of Disclosure
Instructions for Building the Communication Strategy
Post-Onsite Meetings
Meeting schedule after our onsite
Post Onsite TeamĀ MeetingĀ without Sherpa
Within two weeks of the onsite session, meet as a team to formalize your initial succession planning strategy. Your team will present the plan in our first virtual coaching session.
Virtual Coaching Calls with Sherpa
Session 1: Your team presents your succession plan
Sessions 2 & 3: Your team builds out the communication strategy.
Sessions 4 - 10: Your drive the agenda. We help you address what's most pressing.
Note 1: Our preference is to complete your Team Meeting and Coaching Calls 1, 2, & 3 within 6-8 weeks of our onsite.
Note 2: A sub-committee determined by you will meet with Sherpa for sessions 2-10.
