Legacy Builders: Strategic Succession Planning for SACCO Leadership Training Course

Introduction

The long-term health and stability of any SACCO hinges on its ability to cultivate and transition leadership seamlessly. This training course is designed to provide SACCO leaders with the strategic framework and practical tools to build a robust succession pipeline, ensuring continuity and excellence for future generations. By moving from a reactive approach to a proactive, forward-looking strategy, this program empowers institutions to identify, mentor, and prepare the next wave of leaders from within, safeguarding the cooperative's mission and future prosperity.

This intensive curriculum offers a clear, actionable roadmap for establishing a culture of talent development and continuity at every level of the organization. From identifying key leadership roles to creating personalized development plans and managing a smooth transition, participants will learn how to institutionalize succession planning as a core business practice. This is an essential course for any SACCO committed to building a lasting legacy of strong, capable leadership.

Duration 5 days

Target Audience This course is for SACCO board members, supervisory committee members, senior managers, human resources professionals, and any individual involved in talent management and organizational development.

Objectives

  1. To understand the strategic imperative of succession planning for organizational sustainability.
  2. To clearly identify key leadership roles and the competencies required for each.
  3. To develop and implement a formal succession planning process.
  4. To identify and assess high-potential employees (HIPOs) within the SACCO.
  5. To design and implement a mentorship and coaching program for future leaders.
  6. To manage the complexities of transitioning leadership roles smoothly.
  7. To integrate succession planning into the SACCO's overall strategic plan.
  8. To understand the board's role in overseeing and championing the succession process.
  9. To address the unique challenges of succession planning for volunteer leadership roles.
  10. To create a culture of continuous learning and talent development.

Course Modules

Module 1: The Foundations of Succession Planning

  • Defining succession planning and its importance for SACCOs.
  • Differentiating between replacement planning and strategic succession.
  • The risks of not having a formal succession plan.
  • Aligning succession planning with the SACCO’s strategic objectives.
  • The roles of the board, CEO, and HR in the succession process.

Module 2: Identifying Key Roles & Competencies

  • Conducting a comprehensive analysis of critical leadership positions.
  • Identifying the core competencies, skills, and knowledge required for each role.
  • Using job profiling and competency modeling.
  • The importance of behavioral and leadership attributes.
  • A framework for future-proofing leadership roles.

Module 3: The Succession Planning Process

  • A step-by-step guide to developing a formal plan.
  • The role of the succession planning committee.
  • Creating a talent review and assessment matrix.
  • Developing a timeline and communication strategy for the plan.
  • Integrating succession planning into performance management.

Module 4: Identifying & Assessing High-Potential Talent

  • Criteria for identifying high-potential employees (HIPOs).
  • Tools and techniques for objective talent assessment.
  • The role of performance reviews and 360-degree feedback.
  • Using assessment centers and simulations.
  • Addressing potential biases in the identification process.

Module 5: Leadership Development & Mentorship

  • Designing a comprehensive leadership development program.
  • The power of mentorship and sponsorship.
  • The role of coaching and on-the-job training.
  • Creating an individualized development plan (IDP) for each HIPO.
  • Leveraging professional development opportunities and advanced education.

Module 6: Managing the Transition

  • The importance of a clear and respectful transition plan.
  • Communicating the succession plan to stakeholders.
  • The role of the incumbent leader in the transition.
  • Managing knowledge transfer and maintaining stability.
  • Post-transition support for both the new and departing leaders.

Module 7: The Board's Role in Succession

  • The board's fiduciary duty to ensure leadership continuity.
  • Establishing board-level oversight of the succession plan.
  • Managing the CEO and board chair succession.
  • The role of the governance or nominating committee.
  • Legal and regulatory considerations for board succession.

Module 8: Succession for Volunteer Leadership

  • The unique challenges of planning for board and committee succession.
  • Strategies for recruiting and retaining new volunteer talent.
  • The importance of a clear onboarding and training process for new board members.
  • Creating a pipeline of committee members for future board roles.
  • Fostering a culture of leadership service and commitment.

Module 9: Crisis Succession Planning

  • Developing a plan for an unexpected leadership vacancy.
  • Identifying interim and emergency successors.
  • The importance of clear communication during a crisis.
  • Ensuring business continuity and member trust.
  • Lessons learned from real-world succession crises.

Module 10: Capstone Project: A Succession Plan Simulation

  • Participants will work in teams to develop a full succession plan for a SACCO case study.
  • They will identify key roles, assess talent, and create development plans.
  • The module will culminate in a presentation of their plan to a mock "Board."
  • Participants will receive feedback and a toolkit for implementing the plan in their own organization.
  • This final project provides a practical and actionable experience.

CERTIFICATION

  • Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

  • Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

  • Airport Pick Up is provided by the institute. Accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com

For More Details call: +254-114-087-180

 

Legacy Builders: Strategic Succession Planning For Sacco Leadership Training Course in Costa Rica
Dates Fees Location Action