Business Office Succession Planning-Who's on Deck?


DESCRIPTION:

Retirements, resignations and an unfortunate employee termination can wreak havoc in a school business office. Having a succession plan is a great safeguard where retirement is concerned, but what about planning ahead for other staffing changes? Cross-training and professional development are of paramount importance. During this session, attendees will discuss effective ways to plan for both expected and unexpected personnel changes within the school business office. This micro course contains five nano modules. Each module is worth 0.2 CPE credits.

CREDITS:

You will earn 0.2 credits for each of the 5 nano learning modules in this Micro Learning Course. Certificates will be issued individually upon successful completion of each nano module.

ASBO Micro Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Field of Study:

Business Management & Organization(for all modules)

FSO Domain:

Management of Human Resource Functions (for all modules)

Prerequisites:

None (for all modules)

Advanced Preparation:

None (all modules)

Program Level:

Basic (beginner) for all modules

Delivery Method:

Online Learning

Expiration:

You will have 90 days to complete this course that begins from the date of purchase

PRESENTERS:


NANO MODULE DETAILS


Nano Module 1: What Is Succession Planning and Why Is It Important?
Description:

This module defines succession planning, highlights the importance of having a robust succession plan, and marks common challenges that occur within succession planning processes.

0.2 CPE Credits

Learning Objective:

Participants will be able to:

Understand what a succession plan is as well as its importance within an organization.

Nano Module 2: What Are the Key Components of Succession Planning?
Description:

This module covers the necessary ground to cover when creating a succession plan, including what questions to ask, who to involve, and which positions in the context of the school business office should be considered in the planning process.

0.2 CPE Credits

Learning Objective:

Participants will be able to:

Identify the major components of succession planning and know which questions to ask during the planning process.

Nano Module 3: Developing Comprehensive Procedures and Task Manuals
Description:

What is the difference between a procedure manual and a task manual? How can a school district effectively create organized manuals for their departments? View examples and learn how to document streamlined department processes in this module.

0.2 CPE Credits

Learning Objective:

Participants will be able to:

Know the steps to creating an effective procedure and task manuals.

Nano Module 4: How is a Succession Plan Evaluated and Implemented?
Description:

Get an overview of what a start-to-finish succession plan timeline looks like, learn how to evaluate and implement a succession plan, and see what implementation may look like in a small district versus a medium to large district.

0.2 CPE Credits

Learning Objective:

Participants will be able to:

Understand how to evaluate and implement a succession plan from start to finish.

Nano Module 5: What Steps Can Be Taken When No Succession Plan Exists?
Description:

Having time to plan for the departure of an employee is an ideal scenario, but what steps can you take when someone leaves without warning? Follow the steps in this module to create a plan of action in this instance.

 0.2 CPE Credits

Learning Objective:

Participants will be able to:

Understand the process for managing the departure of a key employee when a succession plan does not exist.