Leadership Development
Team Development
Family Businesses
Succession Planning
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Our firm has extensive experience in helping companies create, implement and continue succession plans to ensure a predictable supply of the talent required for key positions and critical to human resource management. General steps involve:
  • Identification of need through retirements, turnover, growth, etc.
  • Identify success characteristics for postion or category of position, using the steps below:
  • Traits:
    Deep-seated characteristics of the individual. (These are best selected rather than developed. Examples are: Drive and initiative; psychological stability and integrity; agile and self-directed learner.)

  • Abilities:
    Clusters of discrete skills. (Examples are: Leads and participates in teams effectively; organizes self and others.)

  • Skills:
    Specific, demonstrable result-producing actions. (Can be seen and assessed through observation. An example would be probing for resistance as a sales skill.)

  • Knowledge:
    Broad, organized and accessible information relative to a topic area. An example would be: knows Federal, State, Local and Company environment laws and policies.)
Categories to use in describing the Traits-Abilities-Skills-Knowledge desired are:
  • Technical or Professional; product, industry, customer, competitor knowledge.

  • General Business Knowledge; budgeting, project planning, etc.

  • Company Knowledge; policies, procedures, regulatory requirements, systems and politics.

  • People Skills, Work Habits, Relationships and Managing People.

    • Assess internal candidates against established criteria.
    • Create development plans where appropriate.
    • Manage development activities using primarily on-the-job assignments.
    • Be positioned to place the "right" person in the "right" position based on clear knowledge of the candidate's potential and readiness.