Strategic + Succession Planning for Sustainable Success
Includes a Live Web Event on 08/28/2025 at 2:00 PM (EDT)
Successful organizations don’t just adapt to change—they anticipate and plan for it. This webinar explores the powerful intersection of strategic and succession planning to help your organization build a resilient, future-ready foundation. By integrating strategic foresight with workforce planning, marketing and management professionals can ensure stability, continuity, and long-term success in today’s dynamic environment.
Drawing on real-world insights and experiences from a wide variety of clients in the architecture, engineering and construction industries, this session will unpack how aligning succession planning initiatives with broader strategic objectives creates a more agile and prepared organization. Participants will learn actionable techniques for conducting risk analyses, evaluating talent pipelines beyond leadership roles, and ensuring clear, transparent communication during transitions.
We’ll also explore a proven strategic planning framework, which emphasizes stakeholder engagement, market analysis, and aligning organizational priorities with mission and vision.
Join us for this engaging session and leave equipped with strategies to weave these critical planning processes together—ensuring your team is not only ready for change but thrives in it.
Learning Outcomes:
- Plan with Purpose: Understand how integrating succession planning into your strategic planning process aligns workforce readiness with overarching organizational goals.
- Build Resilience: Learn actionable methods to create a robust talent pipeline while using strategic frameworks to anticipate and mitigate operational risks.
- Engage with Impact: Discover the importance of stakeholder collaboration, communication strategies, and measurable success metrics during transitions to foster trust and maintain continuity.
Kimberly Kayler, CPSM
President
Advancing Organizational Excellence (AOE)
Kimberly Kayler, CPSM, is the President of Advancing Organizational Excellence (AOE), where she leads strategic initiatives and provides expertise in marketing, business operations, and leadership development. With nearly 30 years of experience in organizational strategy and marketing for technical industries, Kimberly has driven growth and innovation for more than 150 organizations in the design and construction industry. A recognized thought leader and speaker, Kimberly has authored over 2,500 articles and co-authored Leading with Marketing. She is certified in crisis communications and diversity, equity, and inclusion, and holds a B.A. in Journalism from the University of Arizona, an MBA in Organization and Management from Capella University, and the CPSM designation from the Society for Marketing Professional Services. In fact, she was one of the first 20 people to ever earn this designation. Kimberly also is an adjunct professor at the University of Wisconsin in their MBA program.Kimberly’s dedication, expertise, and leadership continue to make a significant impact across industries and organizations.
Drew Burns
Director of Client Strategy
Advancing Organizational Excellence (AOE)
Drew Burns is the Director of Client Strategy at Advancing Organizational Excellence (AOE), bringing over 15 years of experience collaborating with nonprofit organizations, trade associations, and AEC industry groups. He excels in branding, marketing strategy, strategic planning, and event management, helping organizations align their goals with actionable strategies for long-term success.
At AOE, Drew leads client initiatives and strategic planning efforts while fostering professional development across the team. His dedication to innovation and collaboration drives impactful results for clients. Drew holds a Bachelor of Science from Michigan State University and earned the Certified Association Executive designation from the American Society of Association Executives.
SMPS webinars are approved for 1.5 continuing education units for the Certified Professional Services Marketer (CPSM) program and 1.5 learning units from the American Institute of Architects. Recordings of SMPS webinars are approved for 1.5 CPSM CEUs.
Per-Site Registration Fee*
SMPS Member Site Registration: $199
Nonmember Site Registration: $259
*Remember: webinars are open to your whole staff. Your team can participate from one location in your office for one fee. Register today and benefit from affordable, convenient, actionable learning and earn valuable CPSM CEUs and AIA LUs!
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Register
- Non-member - $259
- Member - $199
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