[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-351595-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-351595-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","conway-center-for-family-business-succession-planning-template","Conway Center for Family Business Succession Planning Template","","Succession Planning Template for family businesses, guiding users through building a practical, customizable succession plan. It captures predecessor details (role, responsibilities, KPIs) and family business context (history, values). It then collects successor profiles, distinguishes in-family and non-family candidates, and provides implementation plans with target goals, completion dates, and competency areas. The template also prompts owners to consider contingency scenarios, protective arrangements, and financial planning, including insurance and trusts, with help contacts for additional resources.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/conway-center-for-family-business-succession-planning-template/351595/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/conway-center-for-family-business-succession-planning-template/351595.png","ImageObject",442,249,{"name":42,"@type":43},"Hazel","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-10","2026-09-22",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",6,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What information should be collected for the predecessor role?","Question",{"text":63,"@type":64},"Record the position to be filled, the current position holder’s name, and the role’s responsibilities and key performance indicators.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How does the template organize successor selection?",{"text":68,"@type":64},"It separates potential successors into in-family and non-family candidates, then profiles primary and secondary successors with strengths, weaknesses, and whether they are informed about inclusion.",{"name":70,"@type":61,"acceptedAnswer":71},"What contingency and financial planning questions are included for owners?",{"text":72,"@type":64},"It prompts owners to plan for events such as death, departure, disability, divorce, dissolution, or dissent, and asks about protections like life insurance and buy-sell agreements, plus financial projections and estate tax and trust considerations.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},351595,1791287622,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":30},137441390410,"https://ap-avatar.wpscdn.com/avatar/2000252f4ab5702993?_k=1776741390130283984","SUCCESSION PLANNING TEMPLATE  \nCongratulations on starting your succession planning journey! You’re taking one of the most important steps to ensure success and longevity for your family business.  \nDownload, complete, share, and repeat this worksheet for any position in your family business to keep future planning on track with a customizable succession plan.  \nAnd don’t forget, you’re not on this journey alone! The Conway Center for Family Business has a wealth of programs and resources to help you overcome obstacles.  \nHappy succession planning!  \nPredecessor Information  \nPOSITION TO BE FILLED  \nNAME OF CURRENT POSITION HOLDER  \nPOSITION RESPONSIBILITIES / KEY PERFORMANCE INDICATORS  \nSUCCESSION PLANNING TEMPLATE  \nFAMILY BUSINESS INFORMATION  \nFAMILY BUSINESS HISTORY (what successes and challenges got the company to where it is today?)  \nHistory  \nFAMILY BUSINESS VALUES (what are the core values which the company and all employees should display at all times?)  \nValues  \nSUCCESSION PLANNING TEMPLATE  \nPOSITION INFORMATION  \nMINIMUM POSITION REQUIREMENTS  \nExperience  \nEducation  \nCertification(s)  Other   \nSuccessor Information  \nPOTENTIAL SUCCESSORS  \nIn-family  \nNon-family  \nSUCCESSION PLANNING TEMPLATE  \nDEVELOPING SUCCESSOR  \nPRIMARY SUCCESSOR (from list on previous page)  \nName  \nStrengths  \nWeaknesses  \nInformed of inclusion in succession plan? Y  N   \nSECONDARY SUCCESSOR (from list on previous page)  \nName  \nStrengths  \nWeaknesses  \nInformed of inclusion in succession plan? Y  N   \nSUCCESSION PLANNING TEMPLATE  \nPRIMARY SUCCESSOR IMPLEMENTATION PLAN  \nTARGET GOAL  \nGOALS COMPLETION DATE COMPLETE?  \nExperience   Y  \nExperience   Y Education   Y  \nEducation   Y Certification   Y  \nCertification   Y Management   Y Leadership   Y Authority   Y Relationships   Y Knowledge   Y Values   Y Other   Y  \nOther   Y  \nOther Y  \nSUCCESSION PLANNING TEMPLATE  \nSECONDARY SUCCESSOR IMPLEMENTATION PLAN  \nTARGET GOAL  \nGOALS COMPLETION DATE COMPLETE?  \nExperience   Y  \nExperience   Y Education   Y  \nEducation   Y Certification   Y  \nCertification   Y Management   Y Leadership   Y Authority   Y Relationships   Y Knowledge   Y Values   Y Other   Y  \nOther   Y  \nOther Y  \nSUCCESSION PLANNING TEMPLATE  \nOTHER PREDECESSOR CONSIDERATIONS (for owners)  \nPlanning for different scenarios is important. Even if you don’t plan to retire for a longtime,unexpected situations can arise so you need to feel confident in knowing who can take over and run the business at a moment’s notice.  \nPROTECTING YOURSELF & THE BUSINESS  \nDo you have the following in place in the event of death,departure,disability,  \ndivorce,dissolution, or dissent?  \nLife insurance Buy-sell agreement Pre-nup  \nY  \nY  \nY  \nPLAN YOUR FINANCIAL FUTURE  \nWhat is your current income?  \nWhat is your projected income at the time of retirement?  \nWhen you retire,will you be able to meet the financial needs of your company?  \nY   \nESTATE TAXES & TRUSTS  \nHave you talked with your accountant or attorney about these tools that make the succession planning process significantly smoother?  \nIrrevocable life insurance trust  \nRevocable living trust  \nAvoiding probate  \nNEED HELP? Reach out to the Conway Center with questions or for access  \nto other succession planning resources: [info@familybusinesscenter.com](info@familybusinesscenter.com)","cbCainScayp0xEzJ","https://ap.wps.com/l/cbCainScayp0xEzJ","pdf",312672,7,"English","# Predecessor Information\n## Position to be Filled\n# Family Business Information\n## Family Business History\n## Family Business Values\n# Position Information\n## Minimum Position Requirements\n# Successor Information\n## Potential Successors\n## Developing Successor\n# Implementation Plans\n## Primary Successor Implementation Plan\n## Secondary Successor Implementation Plan\n# Other Predecessor Considerations (for owners)\n## Protecting Yourself & The Business\n## Plan Your Financial Future\n## Estate Taxes & Trusts","[{\"question\":\"What information should be collected for the predecessor role?\",\"answer\":\"Record the position to be filled, the current position holder’s name, and the role’s responsibilities and key performance indicators.\"},{\"question\":\"How does the template organize successor selection?\",\"answer\":\"It separates potential successors into in-family and non-family candidates, then profiles primary and secondary successors with strengths, weaknesses, and whether they are informed about inclusion.\"},{\"question\":\"What contingency and financial planning questions are included for owners?\",\"answer\":\"It prompts owners to plan for events such as death, departure, disability, divorce, dissolution, or dissent, and asks about protections like life insurance and buy-sell agreements, plus financial projections and estate tax and trust considerations.\"}]","Conway Center for Family Business Succession Planning Template | PDF",1790094869]