Family owned businesses strive to not only be successful as measured by profit, market position, and other determinants used to gauge businesses success, but they also strive in the continuity of transitioning management and ownership from one generation to the next. This study explores the experiences of second generation successors with the succession process and how those experiences may influence their approach to planning the next generation succession. A qualitative case study approach was followed, using data collected from twelve second generation family business owners. This research examined the succession experiences of these owners in the areas of succession planning, successor development, individual learning, and the culture of stewardship. A contribution to the body of knowledge is made by developing these areas. This research addresses a gap in the literature where no research existed which specifically focused on second generation experiences. A contribution to practice is made by outlining how these areas influenced second generation family business owners as they contemplate approaches to future succession. This research identifies possible areas for future research.

I takt med den ökande globaliseringen blir det allt viktigare för organisationer att aktivt arbeta för att säkerställa sin kompetensförsörjning. Det råder en brist på färdiga chefer och organisationer behöver därför se över sin interna chefsförsörjning. Med anledning av detta har vi, med hjälp av semistrukturerade fokusgruppsintervjuer, genomfört en fallstudie av Skellefteå kommuns interna chefsaspirantprogram med fokus på deltagarnas upplevelser av programmet och hur programmet fungerat som strategiskt verktyg i syfte att skapa färdiga chefer. Studien utgår ifrån en hermeneutisk ansats och har en kvalitativ design i form av semistrukturerade fokusgruppsintervjuer. Resultaten visar att vilja är nyckeln för att medarbetare ska kunna axla rollen som chef. Medarbetaren måste vilja arbeta som chef och organisationen måste vilja tro på medarbetarens förmåga. För att chefsaspirantprogram ska kunna användas som ett chefsförsörjarprogram och skapa färdiga chefer behöver den målsättningen kommuniceras ut till hela organisationen och tydligt framgå i programmets syfte. Det är även viktigt att organisationen tydliggör programmets meritvärde för att medarbetarna ska kunna veta vilka förväntningar de kan ha på programmet och vad ett deltagande kan leda till.

Leadership succession, and especially that of the CEO, has attracted considerable interest amongst management and social researchers. Most of the research has been conducted in Western organisations and from specific vantage points such as understanding the financial impact of CEO succession and successor origins. However, there is currently little research on the actual process of leadership succession, and especially so in the Malaysian context. This research uses qualitative research methods to investigate leadership succession (which in this thesis means both CEO and upper-echelon managerial succession) in Malaysian organisations. The research reveals that most Malaysian companies are not engaged in leadership succession planning and implementation and the few that have such processes report low success rates. The research shows that leadership succession planning and implementation is in its infancy among Malaysian companies. Where upper-echelon manager succession is concerned, companies commonly practise leadership replacement rather than succession. However, with family-controlled publicly listed companies – and such companies constitute the majority of publicly listed companies in Malaysia and in most of Asia – dynastic succession is the predominant form of CEO succession and the CEO’s position is the preserve of members of the founding family. In investigating the factors that either enhance or inhibit leadership succession processes, a form of inhibitor that this thesis calls organisationally generated entrenchment was identified. Organisationally generated entrenchment appears to be common in Malaysian companies and has the effect of stifling smooth leadership succession. This research also shows that leadership succession processes are greatly influenced by cultural factors and that leadership succession models must take into account cultural effects. This thesis offers the Succession Development Pathway model as a means of facilitating leadership succession in organisations in Malaysia.

abstract: The workforce demographics in the United States are rapidly changing. According to census information, 35% of working adults are project to retire within the next 20 years. The construction is being particularly affected by this demographic shift as fewer employees are entering into the industry. This shift is especially bad among project professionals within the industry. The response to these changing demographics depends on how companies manage their talent and plan for successions. In order to investigate this workforce problem in the construction industry, the author has partnered with an expert panel of human resource executives from various companies in the construction industry. This research seeks to investigate methods in which construction companies can identify high potential project leaders early on in their careers through quantitative methodologies. The author first validated the research problem by gathering demographic data from six U.S. construction companies varying in size and industry expertise. As a result of analyzing information from 2,294 construction employees in the project management career path, the authors have found that 58% of these individuals are projected to retire within the next 12 years. The author also conducted a detailed literature review and six company interviews to investigate current succession planning practices in the industry. The results show that very few companies have contingency plans for early to mid-level employees. Lastly, the author conducted 76 employee psychological evaluations to measure personality and behavior traits. These traits were then compared to supervisory performance reviews of these employees. The results of this comparison suggest that high potential employees tend to showcase previous leadership experience and also tend to be more outspoken and are also able to separate their emotional bias from business decisions. Using these findings, the author provides an interview tool that employers can use to expand their talent pool in order to identify high potential candidates that may have been previously overlooked. The author recommends additional research in further developing the use of quantitative tools to evaluate early-career employees in order to more efficiently align resources within the shrinking talent pool. / Dissertation/Thesis / Doctoral Dissertation Construction 2017

O tema da sucessão é relevante porque a sobrevivência das empresas depende de dispor de pessoas em todos os níveis organizacionais preparadas para assumir posições críticas abertas pelo crescimento do negócio ou saída de seus atuais ocupantes. Nota-se tendência de as organizações buscarem o desenvolvimento dos talentos internos como parte de seu sistema de gestão sucessória. Entretanto, essa estratégia requer que a organização disponha de mecanismos que permitam identificar quando/quanto os indivíduos estão prontos para assumir posições de maior complexidade. Falha nessa identificação implica na perda dos investimentos no desenvolvimento das pessoas e nas consequências indesejáveis inerentes ao fracasso de líderes. O presente estudo teve como objetivo aprofundar a compreensão sobre como as organizações brasileiras identificam, no contexto do processo sucessório, pessoas aptas a assumir atribuições e responsabilidades de maior complexidade. Para tanto, optou-se pelo método do estudo de caso único. Com base no referencial teórico, desenvolveram-se cinco proposições que serviram para orientar a busca e análise dos dados. A primeira afirmava que organizações com práticas diferenciadas de gestão de pessoas têm um sistema de gestão sucessória que inclui a avaliação sistemática do desempenho e do potencial das pessoas. A segunda propunha que as organizações diferenciam as posições conforme o nível de complexidade das atribuições e responsabilidades. Ambas foram confirmadas pelos resultados do caso. A terceira era que as organizações determinam os requisitos das posições conforme o nível de complexidade das atribuições e responsabilidades, o papel de gestão e liderança e a orientação estratégica do negócio. Esta proposição foi parcialmente confirmada. Verificou-se que apenas requisitos de natureza técnica são diferenciados por nível de complexidade e que a determinação dos requisitos considera o papel de gestão e a orientação estratégica da organização. A quarta afirmava que as organizações adotam os requisitos da posição atual como critério para avaliar desempenho na dimensão de desenvolvimento e da posição de maior complexidade, para avaliar potencial, o que não foi confirmado. A quinta e última afirmava que as organizações utilizam o resultado das avaliações de desempenho nas dimensões de objetivos e metas, comportamentos e desenvolvimento, assim como da avaliação de potencial para identificar aquelas aptas a assumir posições de liderança de maior complexidade. Esta proposição foi confirmada. Não foi identificado um processo linear ou objetivo para a identificação de pessoas aptas a assumir posições de liderança de maior complexidade. Observou-se um processo fluido, flexível e subjetivo que considera um conjunto de informações geradas pelos processos de gestão de pessoas e de negócios. As avaliações de desempenho e de potencial fornecem informações que permitem identificar indivíduos com potencial de crescimento e desempenho acima do esperado para a posição que ocupam. Observou-se que estas são pré-condições para assumir atribuições e responsabilidades de maior complexidade. Além dos processos de avaliação de pessoas presentes na proposição, a organização estudada revelou outros processos que também são considerados na identificação de pessoas aptas a assumir posições de liderança de maior complexidade, como gestão de competências, mentoração e assessment, além de alguns processos de gestão de negócios como reuniões gerenciais e operacionais. / The theme of succession is relevant because companies\' survival depends on disposing of people at all organizational levels ready to take on the critical positions generated by business growth or departure of the incumbent. There is a trend whereby organizations are seeking to develop internal talent as part of their succession management system. However, this strategy requires mechanisms that allow the organization to identify when/whether individuals are ready to take on more complex assignments and responsibilities. Failure to do so implies losses in the investments made in development as well as the undesirable consequences of leader failure. The present study aims at enhancing the understanding of how Brazilian companies identify, in the context of the succession process, people ready to take on more complex assignments and responsibilities. In order to achieve this goal, the case study method was chosen. Based on theory review, five propositions were developed. These propositions served to guide data collection and analysis. The first stated that organizations with differentiated human resources management practices have a succession management system that includes the systematic appraisal of employee performance and potential. The second proposed that organizations differentiate work positions according to the level of complexity of the assignments and responsibilities. Both propositions were confirmed by case results. The third stated that organizations determine position requirements according to the complexity of the assignments and responsibilities, the management and leadership role, and the business strategic orientation. This proposition was partially confirmed. It was verified that only technical requirements are differentiated according to the complexity of the assignments and responsibilities and that the determination of the requirements considered the management role and the business strategic orientation. The fourth stated that organizations adopt current position requirements as criteria for performance appraisal in the dimension of development and the requirements of the next, more complex position, for potential appraisal. This statement was not confirmed. The fifth stated that organizations utilize the results of the performance appraisals in the dimensions of objectives and goals, behaviors and development, as well as those of the potential appraisal, to identify people that are ready to take on more complex leadership positions. This proposition was confirmed. The identification process that this study revealed was neither linear nor objective, but rather, fluid, flexible and subjective, considering a set of data generated in the various business and people management processes. The performance and potential appraisal processes supply information that support the identification of individuals that show superior performance in the current position and potential to grow to more complex positions. It was observed that these are pre-requisite conditions to take on more complex assignments and responsibilities. In addition to the appraisal processes stated in the propositions, the case studied revealed other processes that are also important in the referred identification such as competency management, mentoring and assessment, as well as business management processes such as management and operational meetings.

The master's thesis is about succession planning in the organization. The theoretical part is focused on defining basic principles of succession planning and describes related areas of personal work. Then it discusses the influence and importance of succession planning and its implementation in the organization. The next part of the thesis provides information about approach to succession planning of companies in the Czech Republic based on questionnaire research. The practical part of the thesis introduces Kooperativa pojišťovna a.s. and analyses its system of succession planning. The thesis suggests opportunities for improvement of this system based on theoretical findings and approaches of other companies.

This research study identified the frequency in which six public school districts in Texas provided principals with effective development opportunities prior to the principalship excluding university or certification programs. A purposive sample of over 200 principals from six school districts in the Dallas/Fort Worth area were asked to participate in the study yielding a response rate of 41%. Respondents identified through a questionnaire their leadership development opportunities and perceptions of preparedness on nine standards common to the profession. Principals were nominally grouped for comparison. The perceptions of preparedness for principals who received effective leadership development opportunities were compared to those who did not receive these same opportunities using an independent samples t-test to determine statistical significance (p < .05). Peer coaching yielded the most statistically significant results in three standards. This finding indicates principals who receive peer coaching prior to the principalship compared to those who did not perceive themselves as more prepared in the areas of community collaboration, political, social, economic, legal, and cultural context, and curriculum, instruction and assessment. Effect size was measured for the statistically significance standards to determine practical significance. Each of the five statistically significant standards yielded a medium effect size indicating that the leadership development methods received by participants explained approximately 30% of the difference.

Thesis advisor: Vincent Cho / Oftentimes, during the transition of key leadership positions in the public school district setting, multi-year initiatives and core values are disrupted as a new leader assumes their role. The purpose of this research is to examine how district leaders leverage a proactive approach to planning for transitions in key leadership positions. This dissertation used a case study of an urban district with a stated core value of equity to examine the approach of assessing, selecting, developing, and promoting future leaders. Through document reviews, meeting observations, and 14 interviews, this study examines the transition of key leadership positions within the district by addressing the following research question: How do the practices of district leaders foster equity through planning for future changes in leadership? Using the framework of succession planning, findings of the study included the complexities of the district’s approach to planning for future human capital needs in alignment with the values of equity, through both existing strategies and the goals of a new superintendent. Additionally, the bar was raised for initiatives to develop talent from within the organization as pipeline programs were re-emphasized and meeting the needs of students and families were prioritized. Finally, the district aspired to sustain these efforts through systemic equity and a recommitment to ensuring linguistic, cultural, and ethnic diversity among leadership positions. This case study suggests the complex nature of organizational change and the importance of coherence in supporting the vision of the district during periods of leadership transition. / Thesis (EdD) — Boston College, 2020. / Submitted to: Boston College. Lynch School of Education. / Discipline: Educational Leadership and Higher Education.

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Knowledge workers are no longer limited to only one employer for a lifetime, but they have “boundary-less” careers, they proactively, consciously and independently build their careers by accumulating the relevant knowledge and skills that will propel their employability in the market. This makes it easy for knowledge workers to move from one job to the next and become independent of a single employer. It is difficult for employers to retain knowledge workers given the high levels of mobility and increased competition for their skills, but the retention of their knowledge is critical. Given this, technical succession planning appears to be highly relevant in the new world of work. It is defined by Rothwell (2010), as a form of succession planning that focuses on retaining organisational and professional knowledge to be used by the organisation in the future. It also refers to the transfer of knowledge from more to less experienced workers. This research aimed to explore factors that impact knowledge sharing amongst knowledge workers and knowledge retention. The results showed that; consultants which are the knowledge workers that were considered for this study, engage in knowledge sharing out of autonomous motivation, the multigenerational make up of knowledge organisations does not negatively impact knowledge sharing, knowledge workers do not hoard their knowledge because they fear that they will lose the power that comes with holding that knowledge and the national and brand prestige of knowledge organisations fosters employee commitment, but it is short term commitment. The outcomes of this research highlight factors for consideration by knowledge organisations and experts when developing knowledge sharing and retention strategies. / Dissertation (MBA)--University of Pretoria, 2013. / zkgibs2014 / Gordon Institute of Business Science (GIBS) / MBA / Unrestricted