Help team leaders build a real succession plan for their own team — before someone critical walks out of the door.
The complete PIPELINE programme — facilitator guide, slide decks, workbook, conversation role plays, case studies and assessments — written by Bodhih Training and ready for you to brand and deliver.
- 2 days · 14 contact hours · blended, for any leader with a team of two or more
- PIPELINE: eight steps from people inventory to review cadence
- Nine-box talent mapping with behavioural indicators and 70/20/10 development planning
- Every exercise applied to the participant's real team — they leave with a completed succession plan
Succession Planning Basics Trainer Toolkit by Bodhih Training — built on programmes delivered to 2,000+ companies since 2008.
The workshop is on the calendar. The material isn’t.
Succession content is written for the C-suite
Most material assumes a board-level talent review. Team leaders need to plan for the single point of failure in their own team — and that needs different tools and language.
The nine-box without the conversation
Plotting people on a grid is easy. Talking to someone about their readiness gap, or to a high-potential who might leave, is where leaders freeze — and it needs practice.
Frameworks, not plans
A theory session leaves participants nodding. You need a design that sends them home with a completed inventory, successor development plans and a review rhythm.
Picture the evening before your programme.
Picture Day 1 beginning with a People Inventory of each participant's actual team, then a hard look at which roles would hurt most if someone left tomorrow. The 'single point of failure' case lands, and people start writing names down.
Next comes Potential — the nine-box matrix with specific behavioural indicators rather than gut feel — and Engagement: how to retain the high-potentials they've just identified. The 'development conversation' case shows how one well-timed conversation can keep someone who was weeks from leaving.
On Day 2 they build Learning plans for two specific successors using 70/20/10, look at how to Integrate succession into team culture, and practise Navigating the conversations most leaders avoid, including readiness gaps. Finally they Evaluate — setting a review cadence they will actually keep.
They leave with a nine-box team map, two successor development plans and a 90-day PIPELINE plan — and you may notice how differently they look at their team on the way out.
What you will deliver
A complete design, sequenced and timed — so every session has a purpose and every activity lands.
- Framework
- PIPELINE — 8-step team succession model
- Length
- 2 days · 14 contact hours
- Tools
- Nine-box matrix, 70/20/10 development
- Outputs
- Nine-box map, 2 successor plans, 90-day plan
- Audience
- Leaders with a team of two or more
- Formats
- In-person or virtual
P — People inventoryDay 1
A systematic inventory of the participant's real team.
I — Identify critical rolesDay 1
Critical role risk assessment and single points of failure.
P — Potential assessmentDay 1
The nine-box matrix with specific behavioural indicators.
E — Engagement and retentionDay 1
Retention strategies for high-potential team members.
L — Learning and developmentDay 2
Role-specific successor development plans using 70/20/10.
I — Integration into cultureDay 2
Building a succession culture within the team.
N — Navigating conversationsDay 2
Succession conversations, including readiness-gap discussions, in role play.
E — Evaluate and reviewDay 2
Review cadence design and the 90-day PIPELINE plan.
Everything for the room. Nothing left to build.
Unlocks the moment you pay. Until then, here is exactly what you will be downloading.
To deliver
- Facilitator Guide — session plans, timings, activities and debriefs
- Main Slide Deck plus a Simple Backup Deck
- Virtual Delivery Guide for online cohorts
For participants
- Participant Workbook — people inventory, critical role assessment, nine-box map and development plan templates
- Pre-Work Reading on team-level succession
- Role-Play Scenario Pack for succession and readiness conversations
- Case Studies — the single point of failure, the development conversation, the succession culture
- Quick Reference Cards for PIPELINE and the nine-box
To measure
- Assessment Instruments — knowledge check and succession plan rubric
- Participant Feedback Form
- Certificate Template
To design & sell
- Training Design Document — objectives, structure and evaluation plan
- Marketing Toolkit — nomination email, programme-at-a-glance and investment case
What your participants will be able to do
Designed for junior leaders in any sector responsible for a team of two or more; leaders who rely heavily on one or two people for critical work and leaders who have recently lost a high-potential team member unexpectedly.
- Complete a people inventory and identify the critical roles and knowledge concentration risks in their team
- Assess potential with the nine-box matrix using specific behavioural indicators
- Design engagement and retention strategies for high-potential team members
- Write two targeted successor development plans using the 70/20/10 framework
- Hold succession conversations, including difficult discussions about readiness gaps
- Set a succession review cadence and a 90-day PIPELINE implementation plan
Walk in with data. Walk out with proof.
Trainers who measure before and after design sharper sessions — and get rebooked. AssessAll, our sister assessment platform, has assessments that sit naturally alongside this programme.
Walk in knowing where every participant starts.
Pair Succession Planning Basics with an AssessAll assessment. Participants take it before the workshop, so you can tune the emphasis to the room; they retake it afterwards, so you can show the client what actually moved. Better-targeted sessions, and evidence that wins the next booking.
Nothing quite fits? Create your own assessment on AssessAll, or ask the AssessAll team to build one around this programme’s objectives for you.
That is the design work already done for you — research, session plans, slides, activities and assessments. Spend it facilitating, selling your next programme, or simply switching off.
The honest comparison
| Building it yourself | This toolkit | |
|---|---|---|
| Time to a deliverable programme | 60–120 hours of design | Ready today |
| Session plan with timings | Built from scratch | Included, minute by minute |
| Activities, role plays, cases | Hunted down one by one | Written for this programme |
| Assessment and feedback | Often skipped | Instruments and forms included |
| Virtual delivery version | A second project | Guide included |
| Cost | Your weekends | One payment |
Made for people who stand at the front of the room
Talent and HR trainers
Offer a practical succession programme pitched at team leaders, where most organisations' talent risk actually sits.
Corporate L&D and talent teams
Extend succession planning below the senior level with a consistent method and a completed plan from every participant.
Growing businesses
Reduce dependence on a few key people by equipping team leaders to develop their own successors.
18 years in real training rooms, packaged for yours.
Bodhih Training has designed and delivered corporate programmes since 2008 — for first-time managers, sales teams, leadership cohorts and whole organisations. These toolkits are that reach, distilled: the structures, activities and materials that hold up in front of real participants, written so another trainer can pick them up and deliver with confidence.
Three steps from here to the room
- STEP 1
Buy in two minutes
Name, email, pay with UPI, card or netbanking. No account to create.
- STEP 2
Download instantly
Your download page opens at once, and a permanent link lands in your inbox.
- STEP 3
Brand it and deliver
Every file is editable Word or PowerPoint. Add your logo, your examples, and run it.
Build the team that outlasts you.
Download the complete PIPELINE programme, brand it, and help leaders plan for tomorrow's gaps while there is still time to fill them.
Licensed to the buyer to deliver this programme to their own participants and clients, in person or online, and to adapt and brand the material. Reselling or redistributing the files is not permitted.
The rest of the Bodhih family, when you need it
Make the workshop last beyond the room
A workshop is two days; the behaviour change takes months. Jobulary turns assessment evidence into a focused individual development plan (IDP) — a few quarterly objectives built on real work, re-measured honestly. Give every Succession Planning Basics participant a plan to carry forward.
IDPs are launching soon — the working demo is free to explore now, no sign-up.
Rather have us deliver it?
If you want Succession Planning Basics run for your organisation by Bodhih Training’s own facilitators — in person, live virtual or blended, customised to your context — we deliver it end to end.
solutions@bodhih.com · +91 99000 11601. Building your own facilitation skills? See Bodhih’s Train the Trainer certification.
What buyers say
No ratings yet. Only people who have bought this toolkit can rate it - every buyer gets a one-click rating link a couple of days after their purchase.
What is the PIPELINE succession planning framework?
PIPELINE is the eight-step model in this programme: People inventory, Identify critical roles, Potential assessment, Engagement and retention, Learning and development, Integration into culture, Navigating conversations, and Evaluate and review.
Is succession planning only relevant for senior roles?
No. This programme is built for team leaders, where knowledge concentration and sudden departures often have the most immediate operational impact. Every exercise uses the participant's real team.
Can succession planning training be delivered virtually?
Yes. The Virtual Delivery Guide adapts the talent mapping exercises and conversation role plays for live online sessions.
What exactly do I get in the Succession Planning Basics trainer toolkit?
14 editable files: Training Design Document, Facilitator Guide, Slide Deck — Simple Backup, Slide Deck — Main, Virtual Delivery Guide, Participant Workbook, Pre-Work Material, Case Studies, Role-Play Scenario Pack, Quick Reference Cards, Assessment Instruments, Participant Feedback Form, Certificate Template, Marketing Toolkit. Word and PowerPoint formats, so you can add your own branding and examples — and a single ZIP to download everything at once.
How much does the Succession Planning Basics toolkit cost?
₹2,999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How and when do I receive the files?
Immediately. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. The link works from any device without a password.
Can I deliver this programme to my clients and put my own logo on it?
Licensed to the buyer to deliver this programme to their own participants and clients, in person or online, and to adapt and brand the material. Reselling or redistributing the files is not permitted.
How can I measure what participants learn in Succession Planning Basics?
The toolkit includes its own assessment instruments and feedback form. For a scored pre- and post-workshop measure, pair it with an assessment from AssessAll, Bodhih's sister assessment platform — for example Strategic Workforce & Talent Planning or Mentoring & Sponsorship. If nothing fits, you can build your own assessment on AssessAll or ask the AssessAll team to create one for you.
Can Bodhih Training deliver the Succession Planning Basics programme for my organisation?
Yes. Bodhih Training (bodhih.com) can facilitate the programme in person, live virtual or blended, customised to your context. Contact solutions@bodhih.com or +91 99000 11601.
How long is the programme?
2 days · 14 contact hours · blended. The facilitator guide shows how to run it as designed, and the virtual delivery guide adapts it for online sessions.