Checklist · Leadership Transition & Continuity
Preparing a leadership transition
Preparing a leadership transition takes several years, not a few weeks. The organisation is indeed highly vulnerable at this stage: loss of know-how, concern among staff, challenges to the successor. The checklist therefore covers managerial or family succession, or succession linked to a sale. It is supplemented by a handover kit.
Steps for preparing a leadership transition
- Scoping of the transition.
- Governance and law: in particular articles of association and shareholders’ agreements.
- Selection and preparation of the successor.
- Business continuity: in particular customers and know-how.
- Culture and communication.
- Finally, follow-up after the transition, with notes on use.
Using the checklist when preparing a leadership transition
The checklist serves first as soon as succession becomes a prospect. It also serves before a planned sale. Furthermore, it structures discussions between shareholders or heirs.
Managers and family shareholders are in particular its intended readers. The document also concerns boards of directors.
Instructions for use
The checklist is first completed with the incumbent manager, then with the shareholders or heirs. The transition timetable is then set over several financial years. Furthermore, the manager identifies critical files early, in order to organise their handover. Finally, follow-up after the succession verifies continuity with staff and customers.
Expected outcome
At the end of the process, the transition has a timetable, a prepared successor and clarified governance. Critical files are clearly identified. Consequently, the succession takes place without visible disruption for staff, customers and financial partners.
Key facts
| Format | PDF, 2 pages |
|---|---|
| Languages | French, English, Spanish, Arabic |
| Version | October 2026 |
| Access | download after registration |
| Scope | managerial or family succession, or succession linked to a sale |
Limitations
The checklist addresses neither the taxation of the transfer nor the drafting of deeds. Furthermore, these aspects are a matter for the competent professionals. Finally, the document is to be read together with the notes on use and references it contains.
Further reading: business crisis management; Maroc PME.
- Prepared by ASKonsult
- Languages: French, English, Spanish, Arabic
- Version: octobre 2026
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General information document; it constitutes neither legal advice nor an opinion on a particular situation. References to legal texts should be checked against the version in force on the date of use.
Consulting firm not registered with the Bar; no representation before the courts and no act reserved to the regulated legal professions.