Succession Management (SM) Certification

Develop Your Workforce

Class Format

$1,995

Create Your Blueprint for Succession Management and Future-Proof Your Organization 

Unplanned vacancies in critical roles pose a significant threat to organizations. Without a clear succession plan, it’s impossible to be prepared for what lies ahead. To future-proof themselves, organizations need to cultivate a pipeline of talent ready to take on critical, strategic roles when the time comes. They need a robust succession management plan.  

Succession management is more than just filling gaps—it's about preparing people to be in the right places and giving them the skills to succeed. By aligning each step of your succession management process to your organization’s strategy, you can identify, assess, and develop the talent needed for future success and foster a culture where everyone can become the best version of themselves.  

This comprehensive two-day program takes the complicated process of succession management and distills it down to the key steps. You’ll work through a single case study with our five-step model, practicing each step along the way as you develop a holistic succession plan designed to ensure ongoing talent readiness and cultivate a talent pipeline for the future. You’ll be equipped with the skills and knowledge to strategically align your succession management process with your organization’s long-term goals and leave with best practices, tools, and an action plan to implement right away.  

 

What You'll Learn

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Align Strategically Icon

Align Strategically

Understand the importance of linking succession management to your organization’s strategic goals while engaging collaboratively with leadership and key stakeholders 

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Identify Succession Targets Icon

Identify Strategic Roles

Determine what roles, skills, and competencies are necessary to ensure future success

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Assess Talent Icon

Assess the Talent

Examine your workforce for potential successor candidates 

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Provide L&D Icon

Provide Learning and Development

Implement a holistic talent development plan and provide structured and targeted opportunities for learning and development for all employees

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Monitor and Adjust Icon

Monitor and Adjust

Ensure your succession management plan aligns with evolving organizational needs and goals by regularly evaluating and adjusting the process and monitoring potential successors 

Want to learn more about the Succession Management certification program?

What to Expect

  • Select training dates and times that fit your schedule
  • Finish your HCI program with a guidebook, access to additional videos and research, and a set of skills that you can use on the job immediately
  • Access log-in information, certification materials (participant guide and toolkit), and the exam in your MyHCI profile 
  • Chat and interact with faculty and peers via Zoom
  • Earn your HCI certification by attending all the sessions, completing all classwork, and passing the multiple-choice exam with a score of 80% or higher 
  • Renew your HCI certification every three years by obtaining 60 credits 
  • Attend this certification program and earn 13 HCI, 13 HRCI, 13 SHRM, and 12 ATD recertification credits
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Build the in-demand strategic capabilities you need to advance your HR career and lead the future of HR in only 18 months. You'll take three core programs and two strategic accelerators as well as complete mentoring and an advised portfolio project. Graduates of this program demonstrate a breadth of HR knowledge and capabilities to bring wherever they go.

Learn How to Earn a Human Capital Strategy Credential

Course Outline

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Day One

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Welcome and Introduction to Succession Management
  • History of Succession 
  • Breakout
  • Succession Management Benefits, Purpose and HR’s Role
  • Succession Management Process Model
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Module One: Align Strategically
  • Strategy and Values Discipline
  • Benefits of Strategy in Succession Management
  • HR’s Role and the Organization’s Strategy
  • Breakout: Case Study
  • Action Plan
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Module Two: Identify Strategic Roles
  • What is a Strategic Role?
  • Spectrum of Roles
  • Breakout: Case Study
  • Role Segmentation
  • Skills, Competencies, and Capabilities
  • Breakout: Case Study
  • Action Plan
  • Role’s Ideal Profile
  • The Two Succession Approaches: Role-based and Pool-Based

Course Outline

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Day Two

Succession Management Icon
Welcome
  • Review Success Management Model
  • Breakout: Case Study
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Module Three: Assess the Talent
  • Assessing Candidates and Talent Review Meetings
  • Top-Down Approach
  • Assess Talent: The 4As Model
  • Breakout: Case Study
  • Communicating Candidacy (or not)
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Module Four: Learning and Development
  • Holistic Learning and Development Model: Top-Down Approach
  • Holistic Learning and Development Model: Bottom-Up Approach & Tools
  • Breakout: Case Study
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Module Five: Monitor and Adjust
  • Breakout: Case Study
  • Succession Management Wrap Up
  • Action Plan
  • Exam Review
  • Q&A

Class Format

$1,995