07. CEO Succession Planning - Quick Guide Series

8/6/2019 07. CEO Succession Planning - Quick Guide Series

1/18

Ifvei H. Ofrkdjr fmi Grefm Yfyfm

Kbrpbrftj Cbvjrmfmkj Wjsjfrkl Emeteftevj[tfmhbri Crfiuftj [klbbo bh Gusemjss

KJB [ZKKJ[[EBM

^OFMMEMC


2/18

Ylj ofgbr afrdjt hbr KJBs rjhjrs tb tlj prbkjss gy wlekl fvfeofgoj suppoybh tfojmt es aftklji wetl ijafmi.

Hbr tlj ofgbr afrdjt tb humktebm jhhekejmtoy, emhbraftebm aust gj fvfeofgojbm tlj mjjis bh tlj kbrpbrftebm fmi tlj sdeoos bh tlj emieveiufos fppoyemc tb

sjrvj em jxjkutevj rbojs.

Ylj jhhekejmky bh tles afrdjt lfs eapoekftebms hbr cbvjrmfmkj0

Kbrrjkt leremc ijkesebms (gjttjr het)

Emkjmtevj tb pjrhbra (br resd gjemc rjpofkji)

Fpprbpreftj kbapjmsftebm (hfer afrdjt wfcj)

Eh tlj afrdjt es emjhhekejmt, jxjkutevjs weoo gj aftklji tb wrbmc `bg, kfusemcobss bh slfrjlboijr vfouj.

OFGBW AFWDJY HBW KLEJH J\JKZYEXJ BHHEKJW[


3/18

[jvjrfo klfoojmcjs jxest tb ofgbr afrdjt jhhekejmky.

6. Jxjkutevj sdeoo sjts kfm gj iehhekuot tb jvfouftj. [ukkjss em f prjvebuskbapfmy br rboj afy mbt trfmsoftj tb mjw pbsetebm.

7. Ylj ofgbr afrdjt es oeaetji gy ets sezj fmi gy tlj fgeoety bh jxjkutevjs tbabvj fabmc br wetlem kbapfmejs.

;. Kbapfmejs frj mbt umehbra em tljer kerkuastfmkjs br leremc prfktekjs0

Emtjrmfo prbabtebm vs. jxtjrmfo kfmieiftj.

[bumi bpjrftemc kbmietebm vs. turmfrbumi setuftebm.

Obmc skljiuoji rjterjajmt vs. suiijm trfmsetebm.

KLFOOJMCJ[ YB OFGBW AFWDJY JHHEKEJMKU


4/18

OFGBW ^BBO BH KJB YFOJMY

YLJ KLEJH J\JKZYEXJ BHHEKJW[ BH ^ZGOEK Z.[. KBW^BWFYEBM[

Z.[. KJBs Z.[. KJBs

MZAGJW BH KJBs = :,>>> ^WEBW YB KJB0 HEMFMKJ 77%

FXJWFCJ YJMZWJ F[ KJB < yjfrs ^WEBW YB KJB0 B^JWFYEBM[ 7>%

%, >-: UJFW[ F[ KJB :5% ^WEBW YB KJB0 AFWDJYEMC 7>%

%, 8-6> UJFW[ F[ KJB 79% ^WEBW YB KJB0 BYLJW ;>3, 7>>69)


5/18

KJB turmbvjr rfmcjs hrba 5 fmi 69 pjrkjmt pjr yjfr, cobgfooy.

KJB turmbvjr es emvjrsjoy prbpbrtebmfo tb pjrhbrafmkj. (KJBs wlbumijrpjrhbra frj abrj oedjoy tb gj tjraemftji.)

Lbwjvjr, KJB turmbvjr es mbt vjry sjmsetevj tb pjrhbrafmkj. (Yjraemftebmrftjs hbr KJBs wlb umijrpjrhbra frj mbt aukl lecljr tlfm tlbsj hbr KJBswlb butpjrhbra.)

KJB YZWMBXJW

Lusbm, ^frremb, fmi [tfrds (7>>6)

YbpVufrteoj

GbttbaVufrteoj

WBF 67.>% -;.3%

KJB Yjraemftebm Wftj >.


6/18

[baj jveijmkj jxests tlft kbapfmejs wetl strbmc cbvjrmfmkj frj abrjoedjoy tb tjraemftj fm umijrpjrhbraemc KJB0

Gbfris tlft frj mbt gusy

Gbfris wetl lecl pjrkjmtfcj bh butseij ierjktbrs

Ierjktbrs bwm ofrcj pjrkjmtfcj bh slfrjs

[lfrjlboijr gfsj kbmkjmtrftji fabmc lfmihuo bh emstetutebms

[lfrjlboijrs rjfkt pbsetevjoy tb mjws tlft umijrpjrhbraemc KJB estjraemftji fmi rjpofkji wetl butseijr.

Jveijmkj es kbmsestjmt wetl tlj tljbry tlft emijpjmijmt bvjrseclt rjiukjsfcjmky kbsts fmi afmfcjajmt jmtrjmklajmt.

KJB YZWMBXJW

Hekl fmi [levifsfme (7>>8)4 Grekdojy (7>>;)4 Lusbm, ^frremb, fmi [tfrds (7>>6)


7/18

Abst mjw KJBs frj emtjrmfo jxjkutevjs ( pjrkjmt).

Kbapfmejs wetl strbmc pjrhbrafmkj frj abrj oedjoy tb sjojkt fm emseijr fstlj mjw KJB.

Kbapfmejs wlb sjojkt fm emtjrmfo KJB tjmi tb jxleget supjrebr afrdjt-fi`ustji rjturms pbst-sukkjssebm. (Lbwjvjr0 iei tlj emtjrmfo KJB pjrhbragjttjr, br emljret f gjttjr setuftebm2)

Emtjrmfo KJBs rjkjevj obwjr herst-yjfr tbtfo kbapjmsftebm.

Jxtjrmfo KJBs aust gj gbuclt but bh kbmtrfkts.

Kbapfmejs em pbbr hemfmkefo kbmietebm lfvj tb pfy abrj tb fttrfkt f qufoeheji

kfmieiftj.

MJSOU F^^BEMYJI KJB[

Ylj Kbmhjrjmkj Gbfri (7>69)4 ^frremb (6553)4 Jqueofr (7>6;)


8/18

Em cjmjrfo, tljrj frj hbur abijos bh KJB sukkjssebm pofmmemc.

6. Jxtjrmfo kfmieiftj

7. ^rjseijmt fmi/br KBB

;. Lbrsj rfkj

9. Emseij-butseij abijo

ABIJO[ BH [ZKKJ[[EBM ^OFMMEMC


9/18

Kbapfmy rjkruets fm jxtjrmfo kfmieiftj.

(+) Yjmis tb lfvj prbvjm jxpjrejmkj fs KJB

(+) Abrj hrjj tb afdj strftjcek, bpjrftemc, kuoturfo klfmcjs

(-) Ojss hfaeoefr wetl kbapfmy

(-) Ojfis tb iesruptebm fabmc bpjrftebms fmi stfhhemc

(-) Gbfri lfs mbt jvfouftji pjrhbrafmkj herst-lfmi

(-) Ojfijrslep styoj aeclt mbt trfmsoftj tb mjw jmverbmajmt

6. J\YJWMFO KFMIEIFYJ


10/18

Kbapfmy prbabtjs f ojfiemc kfmieiftj tb pbsetebm bh prjseijmt fmi/br klejhbpjrftemc bhhekjr (KBB).

(+) Gbfri bgsjrvjs pjrhbrafmkj gjhbrj prbabtebm

(+) [kbpj bh pbsetebm es kustbaezji tb kbapfmys mjjis

(+) Jxjkutevj cfems jxpjrejmkj emtjrfktemc wetl gbfri, fmfoysts, prjss, fmi slfrjlboijrs

(-) Fiis kbapojxety tb tlj brcfmezftebm, ijkesebm afdemc

(-) Wjspbmsegeoetejs mjji tb gj kojfroy ijhemji

(-) Wjspbmsegeoetejs mjji tb gj kojfroy iehhjrjmteftji hrba KJB

(-) Wesd bh gjkbaemc oehjteaj KBB eh ojht em rboj tbb obmc

7. KLEJH B^JWFYEMC BHHEKJW


11/18

Kbapfmy prbabtjs twb br abrj emtjrmfo kfmieiftjs tb lecl-ojvjo bpjrftemcpbsetebms wlb kbapjtj tb gjkbaj KJB.

(+) Gbfri bgsjrvjs pjrhbrafmkj gjhbrj prbabtebm

(+) Gbfri ibjs mbt kbaaet tb prjhjrrji kfmieiftj em fivfmkj

(+) Jxjkutevjs ijvjobp spjkehek sdeoos mjjiji tb sukkjji

(-) Lecloy pugoek fmi gremcs umwfmtji ajief fttjmtebm

(-) Krjftjs emtjrmfo hfktebms wlb fivbkftj f hfvbrji kfmieiftj

(-) ^rjkepetftjs f grfem irfem wljm obsjrs rjsecm

;. LBW[J WFKJ


12/18

Kbapfmy ijvjobps emtjrmfo tfojmt fmi seauotfmjbusoy jvfouftjs jxtjrmfokfmieiftjs.

(+) Emtjrmfo kfmieiftjs ijvjobp mjw sdeoos fmi jxpjrejmkjs

(+) Ojvjos tlj hejoi gjtwjjm emtjrmfo fmi jxtjrmfo kfmieiftjs

(+) Jxtjrmfo vfoeiftebm fssurjs gbfri tlft gjst KJB es sjojktji

(-) Wjquerjs secmehekfmt pofmmemc fmi bvjrseclt

(-) Grjfdibwm em prbkjss kfm ojfi tb jrbsebm bh trust

9. EM[EIJ-BZY[EIJ ABIJO


13/18

[ukkjssebm pofmmemc rjoejs bm tlj huoo jmcfcjajmt bh tlj gbfri fmi sjmebrafmfcjajmt.

Fs f gjst prfktekj, sukkjssebm pofmmemc es bmcbemc fmi emkouijsprjpfrftebm hbr gbtl skljiuoji fmi umskljiuoji trfmsetebms.

Kbmtemuji ijvjobpajmt bh emtjrmfo tfojmt es kretekfo.

Kbapfmejs slbuoi afemtfem f oest bh kfmieiftjs tljy kfm turm tb em fmjajrcjmky. Yljy slbuoi fosb oest tlj preafry kfmieiftjs tb rjpofkj tlj

KJB em f pofmmji sukkjssebm.

KBM[EIJWFYEBM[ EM [ZKKJ[[EBM ^OFMMEMC


14/18

Sljm f sukkjssebm jvjmt es skljiuoji, tlj gbfri kbmvjmjs fm fi lbkkbaaettjj tb bvjrsjj tlj prbkjss.

Ierjktbrs slbuoi gj sjojktji gfsji bm tljer qufoehekftebms fmijmcfcjajmt, rftljr tlfm tljer fvfeofgeoety.

Ylj butcbemc KJB pofys fm eapbrtfmt rboj em sukkjssebm.

Ijvjobps tfojmt

Kbfkljs fmi ajmtbrs

Klfoojmcjs jxjkutevjs tb ojfrm mjw sdeoos

Ft tlj sfaj teaj, et es eapbrtfmt tlft tlj gbfri afemtfem preafrykbmtrbo. Ylj KJB slbuoi mbt gj foobwji tb iesrupt br emhoujmkj tljbg`jktevety bh tlj jvfouftebm.



15/18

Ylj gbfri slbuoi ijvjobp f wrettjm ibkuajmt tlft butoemjs tlj sdeoos fmijxpjrejmkjs rjquerji bh tlj mjxt KJB.

Ylj prbheoj sjrvjs fs f yfristekd fcfemst wlekl emtjrmfo fmi jxtjrmfokfmieiftjs frj jvfouftji.

Fhtjr f mjw KJB lfs gjjm sjojktji, tlj gbfri slbuoi tfdj fktevj stjps tbhfkeoetftj f sabbtl trfmsetebm.

Jmcfcj em bpjm fmi lbmjst iefobcuj

Gj hbrtlkbaemc fgbut jxpjktftebms

Ylj butcbemc KJB slbuoi rjafem gjlemi tlj skjmjs gut gj fkkjssegoj tbtlj mjw KJB tb fmswjr qujstebms.



16/18

[urvjy iftf emiekftjs f surpresemc ofkd bh prjpfrjimjss.

:6% kbuoi mfaj f pjrafmjmt sukkjssbr eh rjquerji.

;5% kofea zjrb vefgoj emtjrmfo kfmieiftjs.

Gbfris spjmi fm fvjrfcj bh 7 lburs pjr yjfr bm sukkjssebm.

Kbapfmejs japlfsezj jajrcjmky rftljr tlfm pjrafmjmt sukkjssebm.

3>% lfvj eijmteheji fm jajrcjmky kfmieiftj.

86>)4 Ylj Kbmhjrjmkj Gbfri, EJI, [tfmhbri Zmevjrsety (7>69)


17/18

Ylj jveijmkj succjsts tlft gbfris ib mbt jmcfcj em recbrbus sukkjssebmpofmmemc.

Yles aeclt jxpofem wly sb afmy kbapfmejs frj eoo-prjpfrji wljm f KJBstjps ibwm.

[ukkjssebm pofmmemc wbuoi gj eaprbvji eh et wjrj trjftji fs fm jojajmt bhresd afmfcjajmt. Xefgoj kfmieiftjs (emtjrmfo fmi jxtjrmfo) slbuoi gjeijmteheji em fivfmkj bh f trfmsetebm.

[ukkjssebm pofmmemc es abrj tlfm mfajs em f gbx.

KBMKOZ[EBM[


18/18

[pjmkjr [tufrt. Wbutj tb tlj Ybp. 7>>3, 7>>69.

Afrd W. Lusbm, Wbgjrt ^frremb, fmi Ofurf Y. [tfrds. Emtjrmfo Abmetbremc Ajklfmesas fmi KJB Yurmbvjr0 F Obmc-Yjra ^jrspjktevj.

7>>6. @burmfo bh Hemfmkj.

Joejzjr A. Hekl fmi Fmeo [levifsfme. Frj Gusy Gbfris Jhhjktevj Abmetbrs2 7>>8. @burmfo bh Hemfmkj.

@fajs F. Grekdojy. Japerekfo Wjsjfrkl bm KJB Yurmbvjr fmi Hera jrhbrafmkj0 F Ieskussebm. 7>>;. @burmfo bh Fkkbumtemc &Jkbmbaeks.

Wbgjrt frremb. KJB Yurmbvjr fmi butseij [ukkjssebm0 F Krbss-[jktebmfo Fmfoyses. 6553. @burmfo bh Hemfmkefo Jkbmbaeks.

Jqueofr. fyemc tlj Mjw Gbss0 Kbapjmsftebm Fmfoyses hbr Mjwoy Lerji KJBs. @umj 7>6;.

Ljeirekd & [truccojs fmi tlj Wbkd Kjmtjr hbr Kbrpbrftj Cbvjrmfmkj ft [tfmhbri Zmevjrsety. 7>6> [urvjy bm KJB [ukkjssebm

^ofmmemc. 7>6>.

Ylj Kbmhjrjmkj Gbfri, Ylj Emstetutj bh Jxjkutevj Ijvjobpajmt, fmi tlj Wbkd Kjmtjr hbr Kbrpbrftj Cbvjrmfmkj ft [tfmhbri

Zmevjrsety. Lbw Sjoo Ib Kbrpbrftj Ierjktbrs Dmbw [jmebr Afmfcjajmt2 7>69.

GEGOEBCWF^LU

07. CEO Succession Planning - Quick Guide Series

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