This engaging and interactive workshop highlights the importance of succession planning within the HVAC and sheet metal industry. Leveraging the comprehensive insights of Angie Simon’s industry experience and an FMI research report produced in collaboration with the New Horizons Foundation (NHF), this session delves into the FMI Business Continuity and Transition Planning Model.
Session Structure
Presentation: The workshop will kick off with an introduction to succession planning's significance and impact on business longevity and growth. We will identify and explain succession planning processes as defined in the NHF research project and validated by the facilitators' industry experience.
Interactive Session: This core part of the workshop will foster active learning and participant collaboration. Attendees will be divided into groups and will engage in the following activities:
The workshop will conclude with a summary of key takeaways, ensuring that participants leave with a clear understanding of the essential strategies for effective succession planning. The final segment will also allow attendees to ask questions and share resources, empowering participants to continue their succession planning journey beyond the workshop.