PLT: One Resignation Away - Succession Planning

A three-hour workshop for GP partners and practice managers to attend together, facilitated by Lindsey Dubock.

Your practice may be planning for a partner’s retirement or resignation. But how prepared are you for a key team member leaving with just weeks’ notice and taking years of unwritten knowledge with them?

This practical workshop treats succession as an ongoing part of running a practice. Working together, you will explore:

• Who your practice depends on, beyond job titles.
• What knowledge and capability can be transferred, developed or recruited for.
• The operational, legal and financial exposure of a partner’s exit.
• How to review succession readiness quarterly.

You will leave with a register of your practice’s key dependencies, a single trackable measure of exposure, and three written commitments with named owners and dates.