Succession Planning & Talent Development (SPTD) Certification

Develop Your Workforce

Class Format


Build the talent and leadership pipeline your organization needs for sustainable future growth


HCI believes that succession planning is an objective, intentional, and systematic effort to ensure leadership continuity by identifying and developing current and future leaders who will lead and execute the organization's strategic priorities. In other words, it helps current leaders and HR stakeholders answer these two critical questions: Who should lead? And when?

HCI also believes that building a strong leadership pipeline requires talent that is nurtured and developed at all levels and in alignment with an organization's business strategy. This is the best way to ensure individual readiness and support future growth.

HCI's NEW Succession Planning & Talent Development certification program is designed to help you align your organization's succession planning and talent development efforts with your business strategy using a practical but compelling framework to guide your team's efforts.


What You'll Learn



Define succession planning objectives that solve for current challenges and align with organizational strategies



Understand the needs of your talent segments and target organizational levels intentionally



Identify leaders objectively with data and analytics and evaluate performance of succession planning objectives



Develop continuously to ensure retention and readiness for current and future roles

What to Expect

  • COVID NOTICE: Due to ongoing uncertainty related to Covid-19, we encourage all in-person course attendees to avoid making non-refundable arrangements for travel and accommodations
  • Select training dates and times that fit your schedule
  • Access log-in information, certification materials (participant guide and toolkit), and the exam in your MyHCI profile 
  • Chat and interact with your facilitator and peers via Zoom platform available on mobile or desktop for the virtual training option
  • Earn your HCI certification by attending all of the sessions, complete all classwork, and pass the multiple-choice exam with a score of 80% or higher 
  • Renew your HCI certification every three years by obtaining 60 credits 
  • Attend this training and earn 13 HCI, 13 HRCI, 13 SHRM, and 12 ATD recertification credits

Course Outline

Getting Started
  • Welcome
  • Objectives and course agenda
  • Introductions
Setting the Stage
  • Align human capital strategy with business strategy
  • What is succession?
  • Purpose of succession planning
  • Burning platform for succession planning
  • Challenges to succession planning
  • HCI's Succession Planning Framework
  • Why build a succession plan?
  • Alignment with organizational strategy
  • The current state of leadership
  • Setting succession and development objectives
  • Determining which roles to plan for
  • HIstoric approach to succession planning and development and where those created risks
  • How strategy drives selection of succession roles
  • Role segmentation
  • The business case for assessment
  • Determining and validating criteria for a role
  • Sources of info used in succession planning
  • How to assess
  • Dimensions of assessment
  • Integrating D&I into the assessment process
  • Assessing through talent review
  • Talent review meetings
  • The role of talent pools
  • Managing vacancies in your succession plan
  • Tracking talent inventory data
  • Assess/measure performance of your succession planning efforts
  • The use of technology
  • Trends in development
  • 6 B's and organizational development
  • The impact of organizational culture
  • Increasing successor readiness
  • Key stakeholders in the development process
  • Competency models/leadership capability frameworks
  • Career pathing
  • Early identification of potential future talent
  • Integrating with talent management
  • Managing change
Bringing Succession Planning to Life
  • Talent readiness is everyone's job
  • Moving stakeholders from compliance to commitment
  • Roles and responsibilities of leaders
  • Action plans
  • The unique partnership with talent acquisition
  • Metrics for succession planning and talent development
  • Best practices
  • Gallery walk
  • Action planning for the future

Class Format

Interested in learning more about the Succession Planning & Talent Development certification program?