How to create online course succession planning and legacy systems?
Answer
Creating an online course on succession planning and legacy systems requires a structured approach that combines instructional design principles with specialized content in talent management. The process involves two core components: 1) developing a high-quality online course using proven e-learning methodologies, and 2) incorporating succession planning frameworks from industry-leading programs. Successful implementation depends on understanding both the technical aspects of course creation (platform selection, content structuring, multimedia integration) and the substantive elements of succession planning (identifying critical roles, assessing talent, and measuring progress). The most effective courses in this field follow systematic models like ADDIE for instructional design while applying six-step succession planning processes from organizations like SIGMA Assessment Systems.
Key findings from the research include:
- The ADDIE model (Analysis, Design, Development, Implementation, Evaluation) provides the most comprehensive framework for course creation [7]
- SIGMA's six-step succession planning process (identifying roles, building profiles, nominating successors, assessing needs, developing talent, measuring progress) offers a proven content structure [4][6]
- Courses should combine self-paced learning with practical assignments (e.g., creating succession plans) for maximum engagement [1][5]
- Professional certification programs in this field typically range from 10-minute micro-courses to 45-day comprehensive programs [9][5]
Developing a Professional Succession Planning Online Course
Structuring the Course Using Instructional Design Frameworks
The foundation of any effective online course lies in its instructional design. For succession planning courses, the ADDIE model provides the most robust framework, while specialized content requires adaptation of industry-specific processes. The Analysis phase should begin with a thorough needs assessment to identify the target audience's specific requirements in succession planning - whether they're HR professionals needing certification or business leaders focused on practical implementation. During the Design phase, learning objectives must align with measurable outcomes such as "create a succession plan for three critical roles" or "develop talent assessment frameworks" rather than vague goals like "understand succession planning."
Key structural elements from successful programs include:
- Modular organization: SIGMA's training divides content into five distinct modules covering basics through implementation [6], while Coursera's approach uses a single comprehensive module with multiple learning components [1]
- Time allocation: Courses range from 10-minute micro-lessons for quick overviews [9] to 45-day certification programs for in-depth mastery [5]
- Assessment integration: Effective courses include quizzes (SIGMA) [6], assignments (Coursera) [1], and practical tasks like developing actual succession plans
- Certification options: Programs offer various credentialing levels from basic completion certificates (Coursera) [1] to professional certifications (TalentTelligent) [5]
The Development phase should focus on creating engaging content formats. Blue Carrot's research shows that successful e-learning courses combine:
- Video lectures (average 5-15 minutes per segment)
- Interactive elements (quizzes, drag-and-drop activities)
- Downloadable templates (succession planning worksheets, assessment tools)
- Case studies of real organizational transitions [2]
Implementation requires selecting appropriate platforms. LearnWorlds recommends considering:
- Course marketplaces (Udemy, Coursera) for broad reach
- LMS platforms (TalentLMS, LearnWorlds) for customized branding
- Self-hosted solutions for complete control [10]
Incorporating Industry-Specific Succession Planning Content
The substantive content of succession planning courses must incorporate proven frameworks from leading organizations. SIGMA Assessment Systems' six-step process represents the most comprehensive approach, validated through their consulting work with numerous organizations. This process should form the core curriculum:
- Identifying critical roles: Teach participants to analyze organizational structures to determine which positions require succession planning. The course should include tools like role criticality matrices and risk assessment frameworks [4].
- Building success profiles: Develop modules on creating competency models and performance indicators for key roles. TalentTelligent's certification emphasizes evidence-based tools for this phase [5].
- Nominating successors: Include content on talent assessment methodologies, with practical exercises in identifying high-potential employees. TalentLMS's micro-course focuses specifically on recognizing high performers [9].
- Assessing development needs: Create modules on gap analysis between current capabilities and future requirements. This should incorporate SIGMA's assessment tools and development planning templates [4].
- Developing talent: Design content around mentorship programs, stretch assignments, and formal training interventions. Coursera's course includes discussion prompts on talent development strategies [1].
- Measuring progress: Develop metrics and KPIs for tracking succession plan effectiveness. This should include both quantitative measures (fill rates, time-to-fill) and qualitative assessments (employee engagement surveys) [6].
Additional critical content areas should include:
- Legacy system integration: Modules on how succession planning connects with knowledge management systems to preserve institutional memory. This represents a significant gap in current offerings based on the provided sources.
- Risk management: Content on mitigating transition risks, including temporary leadership solutions and emergency succession protocols.
- Technology applications: Overview of succession planning software and HRIS integrations, though specific tool recommendations aren't available in the sources.
The course should differentiate between replacement planning (filling specific roles) and true succession planning (developing a leadership pipeline), as emphasized in SIGMA's webinar [4]. Practical applications should constitute at least 40% of course content, with participants required to:
- Complete a succession plan for a sample organization
- Develop a talent assessment framework
- Create a development plan for a hypothetical high-potential employee
- Design metrics for tracking succession plan success
Marketing and Delivery Strategies
While the provided sources offer limited information on marketing succession planning courses specifically, general online course marketing principles apply. The 10-step system from Sarah Cordiner provides actionable strategies:
- Audience validation: Use tools like AnswerThePublic to confirm demand for succession planning content among HR professionals and business leaders [8].
- Content organization: Structure marketing materials around the pain points of: - Organizations facing leadership gaps - HR professionals needing certification - Business owners concerned about continuity
- Delivery methods: Offer multiple formats: - Self-paced modules (SIGMA's approach) [6] - Instructor-led virtual sessions (TalentTelligent) [5] - Micro-courses for quick implementation (TalentLMS) [9]
- Pricing strategies: Models include: - Free introductory courses (SIGMA) [6] - $850 certification programs (TalentTelligent) [5] - Subscription-based access (LinkedIn Learning) [3]
The sales funnel should emphasize:
- Problem awareness: "70% of organizations report leadership gaps" (though specific statistics aren't provided in sources)
- Solution presentation: "Our course provides SIGMA's proven six-step process"
- Social proof: "Join 5,000+ professionals who've completed this certification" (exact numbers would need verification)
- Clear outcomes: "You'll leave with a completed succession plan for your organization"
Ongoing engagement strategies should include:
- Automated email sequences with additional resources
- Community forums for peer learning
- Regular content updates reflecting new succession planning trends
- Alumni networks for continued professional development
Sources & References
coursera.org
talenttelligent.com
sigmaassessmentsystems.com
learnworlds.com
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