Generational Transition
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To be effective, transition should be
planned and initiated well
before current leader wants to pull back.
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Effective succession planning includes
successor identification and development (people,
assessments, and
succession planning).
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Current systems, processes, and culture must
be aligned with the next leader’s capabilities, style and method of operation. Organizational and individual assessment
insights help design changes in systems, etc.
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Transition plan should address approaches
for building credibility with employees, customers, shareholders/family members, vendors, and the community.
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Feedback loops must be included to keep the new leader in touch with the organization’s pulse and key stakeholder groups.
CMA Approach
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Understand capabilities of successor (i.e.,
conduct assessment).
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Establish developmental plan for successor.
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Provide confidential, independent coaching.
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Conduct organizational assessment to
identify changes needed in management
systems and processes to align with successor capabilities.
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Assist in developing generational transition
plan to bridge the current and new leader.
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Assist current leader in moving to other
fulfilling endeavors and the new leader in getting established.
Coach the new leader.
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