![]() Succession plan template and guide Last Updated: 24 August 2017 Planning for the day you leave your business is a valuable investment. Whether you decide to sell up, retire or have to get out of business due to health reasons, it's important that you spend the time with your family and/or your business partners and plan what you're going to do. A good succession plan enables a smooth transition with less likelihood of disruption to operations. By planning your exit well in advance you can maximise the value of your business and enable it to meet future needs. Create a succession plan that is attainable - this means setting a realistic timetable and measurable milestones along the way and sticking to them. ![]() ![]() Download a copy • Our Succession plan template provides you with a sample structure and suggested contents to help guide you when preparing your own succession. It also includes examples and specific links to relevant websites for more information. Regularly review your plan. As time passes your circumstances may change and having your succession plan up to date will ensure you are always ready in the event you need to leave earlier than anticipated. • Read our page to help you create your own based on the information in our template. • Read our section for practical advice on exiting a business and your legal obligations. • Check our to see if there are any seminars about succession planning. • Read our topic to prepare for unexpected emergencies and natural disasters. • Contact your nearest for free advice and support. • Get professional advice from a business adviser, accountant or solicitor. Here is a list of topics and issues to consider when writing a Transition Plan for a proposal. A good approach for you to take is to put yourself in the place of the customer and consider what questions they would have about how you will implement what you propose. Then build your Transition Plan around the answers to. The following two pages include the outline for the Model Transition Plan Template that has been develop for local agencies to use in developing their own plans. Time for a site migration? Whether you’re changing your URL structure or just switching to a different CMS, a site migration and redesign is not a one-step process. For an SEO, especially, it requires the participation in every step of the process and of every member of the team. But don’t pull out your hair just yet! We put together this list of site redesign/migration best practices to help alleviate one of the most stressful processes for an SEO. After all, it’s a lot easier to prevent site migration problems, than to fix site migration problems. Which, if you haven’t heard before, have the possibility of being pretty. But you can avoid them with pointers like: 1. Pick the right time for your redesign to go live 2. Do a SWOT analysis on your current site 3. Make sure your sitemaps are up to date 4. Test aggressively — and back up your claims with data Remember though: every site migration/redesign is unique. Don’t just rely on this (fantastic) list; make sure to cover all your bases by informing yourself as much as possible. Check out these other resources: and. Also, here is a with a collection of all our website migration and website redesign resources. Jump to a section: • I. PRE SITE MIGRATION • Find the best time for your site migration. Give yourself leeway for potential problems/delays. Discuss with your team. • Understand why fluctuations occur during post-migration and relay these to your project manager. • Understand the SDLC (). • Analyze and review all requirements for SEO. Make sure SEO is involved from the beginning of the process. • Estimate the financial impact of your re-launch. • Review the current state of your site. Do a SWOT analysis (Strengths, Weaknesses, Opportunities and Threats). • Run baseline report in your analytics platform. • Take inventory of what you’ve done. Identify your assets. • Export your top pages report (Monitor your top pages at least a month before your migration). • Which pages have naturally attracted links? Which pages have attracted social links or movement? • Export your revenue-producing landing pages. • Look at how those pages are internally linked. • Gather key metrics and trends: • Natural search traffic. • Search engine rankings on top terms (Tip: Use ).
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