Facilitated by a member of the SXNM Executive Team, these customizable workshops engage participants in a variety of activities to find solutions for their unique succession planning situations. Existing topics include succession planning for Business Transitions, Not-for-Profits, and Startups. Typically 3 hours long, each workshop can be completed within a morning, afternoon, or evening, and can be modified to suite your organization. Custom-made workshops are also available for your particular audience and learning objectives. 

Course content can include:
  • Understanding what succession planning is.
  • Articulating the importance of farm and business transitions for everyone.
  • Explaining the three major types of farm and business transitions.
  • Outlining the 5 common stages of a business transition.
  • Identifying key succession planning professionals who are relevant to a proper transition.
  • Assessing an organization's succession readiness.
  • Integrating succession planning early on in business planning.
  • Recognizing how succession planning adds value to an organization.
  • Making key decisions about the business/organization knowing the succession planning implications.

Who Should Attend?

Many areas of a community are affected by succession planning, or a lack thereof. We customize each workshop to ensure it is most relevant to the participants in attendance. These can include:  
  • Farm and Business Owners
  • Economic Development Officers
  • Entrepreneurs looking to start or buy a business
  • Financial Lender Account Managers
  • Not-for-Profit Board, Executive, and Staff.
  • Municipal, Regional, and Provincial Directors, Agents, and Employees
  • Entrepreneurship Supporters and Promoters

Schedule a Workshop

To schedule a Succession Planning Workshop for your organization or region, or to obtain more information, click here to send us a message!