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Virtual Learning

Knowledge Transfer and Succession Planning

  • Nov 9, 2021 (12:30 - 4:00 pm CT; 11:30 - 3:00 pm MT)
    Virtual Learning (desktop or laptop access)
  • Nov 10, 2021 (9:00 - 12:30 pm CT; 8:00 - 11:30 am MT)
    Virtual Learning (desktop or laptop access)


DEADLINE: Thursday, November 4, 2021

A webinar link will be emailed 2 days prior to the presentation.

If participating in a group, please download this sign-in sheet, complete and return to the email address found at the bottom of the form.

The above opportunity and more can be accessed by visiting the TLN Learning Management System (LMS).


As the workforce ages, most organizations are looking at fairly large numbers of employees reaching retirement age and leaving the organization. Additional uncertainty around public health and other potentially destabilizing events makes it imperative that leaders and teams share information and prepare for an easier transfer of job knowledge and duties.

This course helps participants understand how to develop and implement a succession planning strategy for their teams to identify team member knowledge, skills, experience, and potential. In addition, participants will learn the steps needed to capture, manage, and transfer within the organization the knowledge, skills, and expertise of employees who might be leaving. Planning today helps ensure the future success of the team members, the team, and the organization.


Phyllis Lundy, President of Lundy Leadership, combines diverse general management and human resources experience with 20 years as a trainer, facilitator and consultant. She has developed and conducted seminars for numerous organizations and government agencies. She is an adjunct consultant and trainer for the Transportation Learning Network, Western Management Development Center, and the Graduate School of the USDA, where she received the 2004 Team Faculty Excellence award for her role in training the Customs & Border Protection Division of the Department of Homeland Security. Phyllis has a BS degree in psychology, is a qualified instructor for the Myers-Briggs Type Indicator (MBTI), and is certified in VitalSmarts Crucial Conversations, the Center for Creative Leadership’s Benchmarks 360 Assessment and the ChangeWorks, LLC, Leading Change and Change Resiliency programs.

Target Audience

All staff, especially supervisors, team leaders, and managers.

NDSU Dept 2880P.O. Box 6050Fargo, ND 58108-6050