Succession Planning
Included with TrainMeUK — no separate course purchase required.
Find critical roles and single points of failure, build a fair pipeline, develop people before you need them, and transfer know-how in time.
- Assign to
- Managers and leaders
- Duration
- 30 minutes
- Evidence
- 12-question quiz
- Your version
- Editable
What they will be able to do
- Find critical roles and single points of failure.
- Develop people before you need them.
- Make succession decisions fairly, on clear criteria.
- Get know-how out of one head in time.
The course
- 01Critical roles
- 02Building a pipeline
- 03Fair choices
- 04Passing on know-how
The decision they practise
In the main activity, “Fix Heather’s succession plan”, learners rewrite a realistic document line by line and see the effect of each choice. In “Talking to Alan”, a face-to-face conversation, learners practise what to say and do when the other person pushes back. The wrong options are things a well-meaning person might genuinely say, and the feedback explains why each one is tempting. Short animations show “If Alan just leaves” and “Two retirements”.
How you know they finished
The 12-question quiz mixes multiple choice, matching and sequencing questions and returns to the opening story.
Relevant legislation and guidance
The course draws on these. Which ones apply depends on the organisation and the role. Finishing the course is a training record.
- Equality Act 2010
- UK GDPR and the Data Protection Act 2018
How this course is built
Interactive activity
Learners practise the decision in the course, including what to say when someone pushes back.
Edit it in the builder
On Growth and above, adapt the scenarios and wording to your own workplace, policies and reporting procedures.
A record they finished
The 12-question quiz closes the course, so you can show who completed it.
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