Q & A Succession Planning

[kccadcam]

I have a meeting today with my Manager and HR about Retirement. (about 1 year away)
It's crazy to actually stop and think about all the experience I've gathered over the years.

Let's hear some answers from all of you.....
These are the questions:

Role and Responsibilities
•   What are the most critical tasks in your role that must be preserved for the organization's success?
•   Are there any undocumented processes or "tricks of the trade" that you rely on to perform your job effectively?

Knowledge Transfer
•   How would you recommend transferring your knowledge to a successor (e.g., shadowing, mentoring, or written guides)?
•   Are there specific tools, systems, or resources you use that a successor should be trained on?

Successor Identification
•   Are there current employees you believe have the potential to take on your role, and why?
•   What skills or experiences should your successor have to be successful in your position?

Retirement Timeline and Flexibility
•   What is your planned retirement timeline, and are you open to a phased retirement (e.g., part-time work or consulting)?
•   Would you be willing to assist with training or mentoring your successor after retirement, if needed?

Collaboration and Engagement
•   How would you like to be involved in the succession planning process for your role?
•   Are there any challenges or gaps in your role that a successor should be prepared to address?

[Brian]

I obviously can't speak to your "tricks of the trade" but if someone asked my honest opinion of these questions I would point out that this process probably needs to be "baked into the cake" as an everyday process, and not just tacked onto the last year of an employee's tenure with the company...by that time it's probably too late IMHO.

That said, I hope you're excited about your next move!

[YoDoug]

Very few corporations and upper level leadership are actually concerned about succession planning for lower level positions. They normally think everybody below them is expendable. If a company pushes succession planning for workers what they are really meaning is, we want to make sure if your wage demands get too high we can easily replace you. One of my first jobs programming there was always two programmers, even if we didn't have enough work for two. The owner always said because he couldn't be left high and dry if there was only one and they quit. However, when raise time came and your choice was act happy for a $.25/hr raise or there's the door, It became very apparent.

[mowens]

They hired a guy here about 5 years ago to be my replacement. I had expected to be out of here by now but it has given him time to get up to speed. I feel comfortable that he would be able to take over when I'm gone.

[CNCAppsJames]

Nobody wants my job. Hell... 75% of the guys that do it suck at it. 

Trained a customer this week in SoCal... they bought Doosan DVF 5-Axis machines from Ellison here in SoCal. Whomever "trained" them didn't know shit about 5-Axis. The trainer didn't even know the machine had G54.4 let alone train the customer in how to use it.

Here I was minding my own business training, explaining how they can account for tilt and rotary errors in their setups and probing for it and they guys are like "wait... we can do WHAT ...Ellison told us we couldn't...".

We just hired a salesman from Ellison.. he was bragging to me how "awesome" that AE department was, how they are "the best in the business". As if I needed a bigger chip on my shoulder and more motivation to get even better.

#ChallengeAccepted

  

[Incogneeto]

I have a meeting today with my Manager and HR about Retirement. (about 1 year away)
It's crazy to actually stop and think about all the experience I've gathered over the years.

Let's hear some answers from all of you.....
These are the questions:
 

Fuck the questions.

Here is a simple explanation.

Against my Ex wife's objections her Son bought an old Kawi and brought it home.

He asked me for help.

I just smiled and I gave a few tips.

He got pissed and said "You are scared of Mom".

I said "No".

You have to own this Bike.

You will know when it is running Rough or Sluggish.

You will maintain it.

You will care for it.

And it will be a part of you.

Or you might as well just set fire to it now.

Experience is the Ultimate benefit.

You can't train someone to replace you.

They gotta do that on their own and want it.

Maybe I'm wrong but any Company that comes up to me asking about my retirement a year in advance?

Already has Plans.

[DUM1]

congratulations!
that's pretty cool that they are thinking about it at least.
As far as answering the questions, reminds me of another upper/middle management waste of time.
Do you think they will actually listen to what you say?
If so, I would be pleasantly surprised and probably want to stay a bit longer.... NOT!
I have seen a lot of guys retire and seems there's no one that can do the job right off,
 or a year in on the old dudes' job. They hire another three guys that fumble their way through for about three to five years then they cut the worst of the three or left and keep two that now are able to kind of do the job of the one old dude

good luck on your retirement!

[Jeff]

Maybe I'm wrong but any Company that comes up to me asking about my retirement a year in advance?

Maybe, but if you work in a smaller shop, have a good relationship with the owner and you've been there forever, them asking about your retirement isn't crazy.
In a big corporate world where the boss doesn't even know your name... yeah you'd be 100% spot on.

[CNCAppsJames]

I've known his direct boss for close to 20 years and he's a different breed of cat. Totally cool dude and has a track record of not only taking good care of his employees, but also doing right by ownership. A rare breed indeed.

Tell him I said hi @kccadcam amd congratulations on making it out alive. 😁

 

[Newbeeee™]

I have a meeting today with my Manager and HR about Retirement. (about 1 year away)
It's crazy to actually stop and think about all the experience I've gathered over the years.

Let's hear some answers from all of you.....
These are the questions:
 

Answer:-
 
"it is an indictment of you two, paid far more than me as my two bosses, to sit here and ask me what you both should know".