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Someone’s Retiring. Now What? A Practical Guide to Succession Planning

Someone on your team is retiring. Here's how to handle the conversations, protect what they know, and build an effective transition plan.

What to Expect

When a longtime employee announces their retirement, most organizations scramble. The conversation feels awkward. The timeline feels short. And the knowledge that person carries in their head, the relationships they've built, the workarounds they've quietly perfected over the years, all of it is about to walk out the door.

This free 90-minute webinar brings together two perspectives you need in the same room. Anne Donovan (Donovan HR Solutions) covers the people and HR side. Ben Bomar (Lithyus Group) covers the knowledge retention and business continuity side. Together we'll walk you through what to do before, during, and after a retirement announcement so your organization keeps moving.

You'll leave with:

  • A knowledge-at-risk assessment to identify what you're about to lose

  • A combined transition roadmap covering HR, succession, and knowledge transfer milestones

We'll cover:

  • How to talk about future plans without crossing into age discrimination

  • The difference between explicit knowledge, tacit knowledge, and the relationships and judgment that are hardest to replace

  • Why "just have them write it down" almost never works

  • Communication planning

  • Succession options: develop internally, hire externally, or restructure the role

  • Phased retirement and consulting arrangements as bridges

  • Real stories from organizations that got it right and ones that didn't

Who this is for:
C-Suite leaders, business owners, nonprofit executive directors, HR leaders, board members, and anyone responsible for making sure the organization keeps running when a key person moves on.

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August 18

Hard Conversations, Smart Decisions: Managing Employee Terminations

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October 20

Spark! Spooky Networking