Training
Succession Planning Today for Tomorrow
Learn the importance of putting a thoughtful plan in place to make sure you are preparing your employees to take on key roles in the future.
Book Now
Price
Customized to your needs
Provided By
Lisa has more than 25 years of experience in the non-profit, healthcare, and business consulting fields. Lisa has coached executives and high-potential leaders across industries. She has delivered workshops on numerous topics, and implement organization-wide programs.
Overview
Lisa is the Senior Director of Talent Management at a large non-profit organization; Consultant in the Office of Learning and Performance Development at Cleveland Clinic; President of Potentialize, LLC where she has consulted with organizations on competency identification and provided leadership training and retreats
Service Details
120 minutes
15-35 participants
Key Topics
1
What is succession planning and why is it important?
2
What contributes to poor succession planning?
3
What are the steps involved in succession planning?
4
Using the 9 box to identify potential leaders
5
Targeting knowledge, skills, and behaviors for development
Skills You'll Practice
Analyze the knowledge, skills, and behaviors employees need to develop to achieve both short-term and long-term organizational objectives.
Practice evaluating the performance and potential of employees.
Complete a gap analysis and development plan.
Decisions You Will Be Able To Navigate
Considerations to incorporate in a succession plan
Methodology for evaluating potential leaders
Creation of a development plan for potential leaders
About Lisa Lebowitz
Lisa has more than 25 years of experience in the non-profit, healthcare, and business consulting fields. Lisa has coached executives and high-potential leaders across industries. She has delivered workshops on numerous topics, and implement organization-wide programs.
Work History
Jewish Federation of Cleveland
Senior Director of Talent Management
Cleveland Clinic
Employee Development Consultant
University of Michigan
Information Technology Division Marketing Coordinator
Credentials
- MBA | Weatherhead School of Management
- Certified Executive Coach | Center for Executive Coaching
- SHRM Senior Certified Professional (SHRM-SCP)
- Hardiness Resilience Gauge (HRG) Assessment
- BA Organizational Behavior Concentration | University of Michigan
Launch training programs that actually stick
AI Roleplays. Vetted Coaches. Comprehensive Program Management. All in a single platform.
Built in San Francisco
Platform & Resources
Solutions
Contact
©2025 Exec Holdings, Inc. All rights reserved.