Succession Planning Survey

Survey to Learn more about Succession Planning, Results will be shared with participants.

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* 1. Your Name

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* 2. Email

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* 3. Job Title

C-Level Position

Founder

Owner

Manager

Other (please specify)

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* 4. The first thing that comes to your mind when you hear or think of the word Succession?

We have not addressed the issue in over a year!

Not clear what Succession means to us and our business!

Our Succession Plans are not organized.

We have the right people on the project and our Succession Planning model is working.

Other (please specify)

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* 5. Have you completed a risk assessment of not having a powerful Succession model in place? Which of the following worries you most? (check all that apply)

Losing talent because they don’t know where and what their future is with our business!

Wondering who is going to be around in senior management positions to make sure we get our retirement!

Concerned that we can retain all important team members during the Great Resignation!

Not knowing how desirable our business is for younger professionals coming out of college

Concerned about cost of not staffing up with the right people!

Other (please specify)

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* 6. Are procedures in place in case of death or disability of a key person or key persons?

We have a death or disability clause in our partnership or shareholder agreement.

Our ownership agreement outlines detailed steps and caveats if/when something happens to senior management

The plan is reviewed annually by our HR and estate attorneys

None of the above

Other (please specify)

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* 7. How is Succession defined in your business? (check all that apply)

Succession is limited to senior managers and owners only

Succession is a global business approach to help assure continuity and stability for our business overall today and tomorrow.

I can define the difference between Succession and Exit Planning,

We don’t discuss Succession or Exit Planning

Other (please specify)

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* 8. Would you like to connect with a member of the Stowe Management team?

Name

Company

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Country

Email Address

Phone Number