Succession Planning and Performance Management for a Secure Future

Succession planning is critical for ensuring the continuity of your business or organisation beyond the current leadership. Whether it’s passing the reins to family, employees, or external buyers, forward planning safeguards your business’s future and contributes to regional economic stability.

In this session of the Masterclass Series for Business, we’ll explore why continuity planning is vital, not only for your business but also for your own peace of mind. We’ll discuss how performance management plays an important part in this process, and you’ll learn practical succession pathways to help you prepare for a successful handover.

Program

• 10.30am - Arrivals and morning tea (networking opportunity)

• 11.00am - Part 1: Why Succession Matters

  • Explore the importance of forward planning for business continuity.

  • Understand how succession supports local jobs and regional growth.

• 12.15pm - Lunch Break

• 12.45pm - Part 2: Understanding Your Options

  • Consider succession pathways, and the importance of performance management.

  • Learn how to get started with operational and strategic progress to ensure a smooth transition of your business.

• 2.00pm - Formal close (continue networking)

Facilitators

Jon Kenfield – Succession Planning Consultant | Business Transition Specialist

Jon is The Family Business Solutionist. He helps individuals, families, and family businesses get “unstuck” when conventional consultants can’t create constructive solutions. He works with people, businesses, and family groups who have enough awareness, concern and courage to do what needs to be done to save the family and the business and get them back on a path towards long-term success. Jon's work primarily focuses on succession planning – transitioning one generation to another.   

Aileen Day – Customer Experience Advisor | Public Relations Specialist | Author

Aileen Day is the founder of Aileen Day Advisory. As the Principal CX Advisor, Aileen uses her 20+ years’ experience working throughout some of Australia’s most trusted brands to help her client’s organisations to become commercially smart by learning to deliver value driven customer and human centric experiences. Aileen is also a practicing Public Relations Specialist and Clinical Psychotherapist and Hypnotherapist, an unusual combination but one that allows Aileen to support her clients in many facets of business and life.

Aileen is the proliferator of the term, The Joy of CEHX’ (pr. se-hx), and is currently writing a book named as such (due for release 7th October 2025, International CX Day) to help business leaders all over the world gain clarity and skills in implementing the pillars of the Customer, Employee and Human eXperience into their business strategy. She also aids in the expansion of knowledge sharing of CEHX as the nominated Global Series Editor for CX academic case studies published through SAGE Publishing House in the United States.

💡This event is part of the Masterclass Series for Business - a four-session program presented in partnership with Federation University's Morwell Innovation Centre and delivered by business advisor Aileen Day.

While each masterclass can be attended on its own, the content has been designed to build across the four topics. Together, the series offers a cohesive roadmap to help you strengthen your business foundations and adapt confidently to today's working environment.

This program is free to attend, but registration is essential for each session. To register for other events in this series:

Recruiting Talent for Business Success
Tuesday 2 September | 7:30am–10:45am (3 hrs 15 mins)
https://events.humanitix.com/masterclass-series-for-business-recruiting-talent-for-business-success

Funding Your Next Move
Thursday 16 September | 4.45pm–8:00pm (3 hrs 15 mins)
https://events.humanitix.com/masterclass-series-for-business-funding-your-next-move

Elevate Your Business with Great Customer Experience Design
Thursday 18 September | 10:30am–2:00pm (3 hrs 30 mins)
https://events.humanitix.com/masterclass-series-for-business-elevate-your-business-with-great-customer-experience-design