Succession Ready Team: A Workbook for Small Business Owners

You don't need a corner office and an org chart to need a succession plan. If you lead a team — five people or fifty — the question is the same: If this person left tomorrow, what would we do?

This workbook walks small business owners and team leaders through five guided sections to answer that question for every role that matters, then build a system that keeps the answer current. No consultants, no corporate jargon — just a practical, honest process you can work through in a single sitting (plan on 60–90 minutes for your first pass) and revisit twice a year to stay ahead of turnover, growth, and change.

Whether you're preparing for a key employee's parental leave, planning your own exit down the road, or simply want to stop being the only person who knows how things really run, this workbook gives you a clear, repeatable framework for building a team that's ready — no matter what happens.

Good for: small business owners, solo entrepreneurs with growing teams, family businesses, practice owners, and any leader who wants continuity without complexity