Inserting Success into Succession Planning
This course is a planning process for protecting the continued independence of
your business while ensuring you achieve the greatest possible success inside,
outside, and after your life in pharmacy.
1
Instructions
TransitionsRx Succession Planning Booklet
Interdependent Circles of Success - Page 5
Navigating the Community Pharmacist Lifecycle - Page 6
Bonus Worksheet: Is your time allocated properly?
Your Independence and Succession Goals Worksheet - Pages 7 - 8
PART 2 Independence and Succession Goals Worksheet - Page 9
Assessing Your Current Situation
Assessing Your Current Situation Webinar - Pages 10 -14
Interdependent Asset Strategy - Pages 15-16
Chapter 1 Review
2
Succession Planning vs Replacement Planning
Succession Planning Essentials - Pages 17-18
Four Stages of Succession Plan - Page 19
What a Great Exit Looks Like & What Determines the Type of Exit You will Have
The Seven Column Planner - Page 20
Legacy Planning - Pages 21-23
Maximizing and Protecting Pharmacy Business Value - Pages 24-25
Needs Complexity Spectrum Webinar - Page 26
Professional Advisory Team Evaluator - Page 27
Bonus Worksheet: Employee Benefit Spectrum
Chapter 2 Review
3
Bonus Webinar: Planning Module - The Contingency Plan Builder - Pages 28-35
The 8 Critical Successor Questions - Pages 36-38
Bonus Worksheet: Key Employee Evaluator Tool
The Key Employee Evaluator - Pages 39-40
Bonus Worksheet: Jr Pharmacist Prosperity Kit
Chapter 3 Review
4
Next Steps - Page 41-42
Thank You