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CEU Approved

247compliance is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program is valid for 1.5 PDC for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit shrmcertification.org.

While highlighting the unique challenges in evaluating succession planning and talent management programs, this training program will summarize important models to guide participants in the same. The webinar will also explore best practices for evaluating succession planning and talent management.


  • Explain unique challenges in evaluating succession planning and talent management programs
  • Summarize important models to guide approaches to evaluate succession planning and talent management programs
  • Use common and important metrics used to evaluate succession planning and talent management
  • Best practices for evaluating succession planning and talent management
  • Offer predictions for the future of succession planning and talent management evaluation 

When organizations launch succession planning and talent management programs, the organizers are often asked to find ways to evaluate those programs. But evaluating talent management and succession planning programs is not the same as evaluating training and development programs. New approaches must be explored. There is no such thing as one approach that can be installed; rather, organizational leaders must think through what they want and how to measure it. This webinar will analyze these measures and offer participants the best practices for evaluating succession planning and talent management.


  • How is evaluating succession planning and talent management different from, and similar to, evaluating training?
  • What models and metrics can guide the evaluation of succession planning and talent management?
  • What metrics are most important in evaluating succession planning and talent management?
  • What are the best practices for evaluating succession planning and talent management?
  • What is the future of evaluating succession planning and talent management? 

  • HR practitioners
  • Training and development practitioners
  • OD practitioners
  • Operating managers who care about succession planning/talent management 

William J. Rothwell, Ph.D., SPHR, SHRM-SCP, CPLP Fellow is President of Rothwell and Associates, Inc., a full-service consulting company that specializes in succession planning. He is also a Professor of Learning and Performance in the Workforce Education and Development program, Department of Learning and Performance Systems, at The Pennsylvania State University, University Park campus. In that capacity, he heads up a top-ranked graduate program in learning and performance. He has authored, co-authored, edited, or co-edited 300 books, book chapters, and articles—including 64 books. Before arriving at Penn State in 1993, he had 20 years of work experience as a Training Director in government and in business. As a consultant he has worked with over 50 multinational corporations--including Motorola, General Motors, Ford, and many others. In 2004, he earned the Graduate Faculty Teaching Award at Pennsylvania State University, a single award given to the best graduate faculty member on the 23 campuses of the Penn State system. His train-the- trainer programs have won global awards. His recent books include Innovation Leadership (Routledge, 2018), Improving Human Performance, 3rd ed. (Routledge, 2018), Evaluating Organization Development: How to Ensure and Sustain the Successful Transformation (CRC Press, 2017), Marketing Organization Development Consulting: A How-To Guide for OD Consultants (CRC Press, 2017), Assessment and Diagnosis for Organization Development: Powerful Tools and Perspectives for the OD practitioner (CRC Press, 2017), Community College Leaders on Workforce Development (Rowman & Littlefield, 2017), Organization Development in Practice (ODNetwork, 2016), Mastering the Instructional Design Process, 5th ed. (Wiley, 2016), Practicing Organization Development, 4th ed. (Wiley, 2015), Effective Succession Planning, 5th ed. (AMACOM, 2015), The Competency Toolkit, 2 vols., 2nd ed. (HRD Press, 2015), Beyond Training and Development, 3rd ed. (HRD Press, 2015), The Leader’s Daily Role in Talent Management (McGraw-Hill, 2015), Organization Development Fundamentals (ATD, 2015), Creating Engaged Employees: It’s Worth the Investment (ATD Press, 2014), The Leader’s Daily Role in Talent Management (Institute for Training and Development [Malaysia], 2014), Optimizing Talent in the Federal Workforce (Management Concepts, 2014), Performance Consulting (Wiley, 2014), the ASTD Competency Study: The Training and Development Profession Redefined (ASTD, 2013), Becoming An Effective Mentoring Leader: Proven Strategies for Building Excellence in Your Organization (McGraw-Hill, 2013), Talent Management: A Step-by-Step Action-Oriented Approach Based on Best Practice (HRD Press, 2012), the edited three-volume Encyclopedia of Human Resource Management (Wiley, 2012), Lean But Agile: Rethink Workforce Planning and Gain a True Competitive Advantage (Amacom, 2012), Invaluable Knowledge: Securing Your Company’s Technical Expertise-Recruiting and Retaining Top Talent, Transferring Technical Knowledge, Engaging High Performers (Amacom, 2011), Competency-Based Training Basics (ASTD Press, 2010), Practicing Organization Development, 3rd ed. (Pfeiffer, 2009), Basics of Adult Learning (ASTD, 2009), HR Transformation (Davies-Black, 2008), Working Longer (Amacom, 2008), and Cases in Government Succession Planning: Action-Oriented Strategies for Public-Sector Human Capital Management, Workforce Planning, Succession Planning, and Talent Management (HRD Press, 2008).

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