Succession Planning Research Articles

Role of Female Successors in Family Business Innovation: Some Insights From the Largest Matrilineal Muslim Society

This study was conducted to examine innovation and succession planning of some Minangkabau family business using the institutional logic approach. It is important to note that the Minangkabau is completely a Muslim society in Indonesia and one of the largest matrilineal societies in the world. Moreover, innovation and succession planning are important factors and interlinked concepts signifying the dynamics of a family business. A qualitative approach was implemented in this study and this involved interviewing 17 Minangkabau people from six family businesses after which thematic analysis was utilized to examine the collected data. It was discovered that there were two consecutive major patterns regarding family business innovation and succession planning based on business, community or socio-cultural values, and family logic. Moreover, two possible paths were identified with the interviewees observed to have one which involved the importance of succession planning and its consequences on business innovation. This means family business innovation in real organizations needs to be based on trustworthiness as well as the adoption of appropriate changes and strategies.

Portuguese and Brazilian Family Business: in Between Urgency and Delay Perceptions in the Succession Process

Abstract Family business has been the focus of several studies over the last two decades and its relevance has been supported by the interdisciplinary perspectives in the fields of management, entrepreneurship, economics, psychology, and sociology. Despite that, there is still insufficient knowledge about the key role of family influences in the business, namely the intergenerational management succession, its planning and effectiveness. According to a recent research focused on the entrepreneurial succession in Portugal (AEP, 2011), 50% of family businesses are not passed on to the second generation and only 20% reach the third generation. In fact, business succession planning has been identified as one of the most challenging steps in the life of the family firm, both in maintaining the competiveness of the business, and in overcoming intra/inter family conflicts. Nonetheless, resistance to succession, relationship founder/successor, planning of succession, and type of organisational culture, among others, explain how executive succession is one of the most important and hardest tasks in organisational life (Zahra, 2005). This paper will be supported mainly by qualitative data, taking into account the main results from the project “Roadmap for Portuguese Family Businesses” (NORTE2020/FEDER) developed in Portugal (Marques, 2018) and in Brazil (Silva, 2018), which analyses in-depth interviews conducted to Portuguese (N 23) and Brazilian (N 11) founders/managers/owners. In the present article we wish to discuss the main management challenges of a family business, particularly the importance of succession preparation and the role of the family in the socialisation of the second (third or subsequent) generation.

Intergenerational Management Succession: Specificities of the Portuguese Family Business

Abstract Family firms are considered the world’s most predominant form of business organisation. Notwithstanding the fact that there is a lack of consensus with regards to their definition, on recognise that family firms are different from non-family businesses due to their specific relations at three levels, namely ownership, business and family. It would appear that the family influences, shapes and conditions both the firm and its continuity, mainly through the intergenerational management succession, its planning and effectiveness. According to a recent research focused on the entrepreneurial succession in Portugal (AEP, 2011), 50% of family businesses are not passed on to the second generation, and only 20% reach the third generation. Also, taking into account the main results from the project “Roadmap for Portuguese Family Businesses” (NORTE2020/FEDER), the empirical findings have proved that the business succession planning has been identified as one of the most challenging steps in the life of the family firm, which demands for appropriate analysis. In fact, resistance to succession, relationship founder/successor, planning of succession, type of organisational culture, among others, explain how executive succession is one of the most important and hardest tasks in organisational life. In this article, we aim to discuss the main management challenges of a family business, particularly the importance of succession preparation and the role of the family in the socialisation of the second (third or subsequent) generation. Based on an online survey (N 1148) and on in-depth interviews conducted to founder/manager/owner (N 23), we will seek to point out major challenges faced by the Portuguese family business, as far as this matter is concerned.

Leading change: Building a resilient development office through succession planning

When high rates of employee turnover resist mitigation efforts, a new strategy is needed for overcoming the ill effects of poor employee retention. This paper aims to describe the efforts undertaken by Cambridge University Office of Development and Alumni Relations (Cambridge) to develop a succession plan for key positions. The steps they implemented form a framework that can help development offices increase their resilience and maintain equilibrium amidst the uncertainty and inconsistency of turnover. It provides insights into advancement offices' need for strategy, transparency and flexibility to thrive in an increasingly volatile job market.

Pilot Study of a Novel Ring Gantry-Based PET/CT Linear Accelerator in Patients with Prostate Cancer Receiving [18F]-DCFPyL for PSMA PET Imaging.

The RefleXion X1® system is a hybrid PET imaging-radiotherapy system that uses real-time positron emissions from a PET tracer to deliver biologically guided radiotherapy (BgRT). This study (NCT05470699) evaluated the hypothesis that the X1 PET imaging subsystem would be able to detect [18F]-DCFPyL PSMA PET signal sufficient to generate a deliverable BgRT plan in patients with prostate cancer. Patients with prostate cancer scheduled for a diagnostic [18F]-DCFPyL PSMA PET scan as part of standard of care were eligible. Upon completion of the diagnostic PSMA PET scan, images were transferred to the radiotherapy planning system for target identification and contouring. If at least one PET avid tumor lesion was identified, the patient was then scanned on the X1 unit. BgRT planning was performed on each X1 scanned patient. The target lesion volume, activity concentration (AC) and normalized target signal (NTS) were acquired. Successful and deliverable BgRT plans required that the target AC was ≥ 5 kBq/ml and NTS ≥ 2.7. Twenty-six patients underwent [18F]-DCFPyL PET scans (13 with rising PSA after surgery or radiotherapy, 6 with known metastases and 7 with newly diagnosed high-risk prostate cancer). Median (range) PSA was 3.40 (0.04-122). In 16 patients a PET avid tumor was identified and contoured for planning (4 lymph nodes, 5 bone, 6 prostate gland, and 1 prostate bed). In 13 patients the target lesion was visualized on the X1 PET scan, while in 3 patients the target lesion was too close to the bladder to be clearly visualized. BgRT planning was feasible and met standard of care published SBRT organ dose constraints in 8 patients (3 prostate gland, 3 bone, 2 lymph nodes). BgRT planning was not feasible in 8 patients due to insufficient AC, low NTS or proximity of the target lesion to the PET avid bladder. The accompanying table compares median (range) target volume, AC and NTS for feasible versus not feasible plans. This is the first study to investigate the feasibility of using [18F]-DCFPyL PET imaging for BgRT plan generation on the X1 system in patients with prostate cancer. Lesions that are relevant to radiotherapy of prostate cancer can be visualized including lymph node and bone metastases. A dedicated BgRT workflow with PSMA PET imaging on the X1 at 60 minutes post injection will result in higher target AC and will optimize BgRT planning. PET avid lesions < 1 cm or close to the bladder may make BgRT planning challenging. [18F]-DCFPyL-guided BgRT is technically feasible using the RefleXion X1. BgRT using targeted PET radiopharmaceuticals to biologically guide external beam radiotherapy represents a promising new dimension in radiation oncology and warrants further investigation.

A New Pathway towards Retirement Preparation: Integration of Holistic Life Planning

Abstract This is a concept paper to review the needs of holistic life planning as a new pathway towards retirement preparation. It is based on the review of literature on the importance of this knowledge to fulfil individual successful planning and preparation for retirement. It includes the review on a planning process theory by Friedman and Scholnick (1997) which provides the basis for generation of retirement preparation. Meanwhile Hansen’s Integrative Live Planning (ILP) theory is embedded within the theoretical framework to help better understanding on the domains of planning and preparation for retirement. The purpose is to develop a theoretical model for measuring employees’ retirement preparation in government organizations. The primary problem in retirement preparation is the lack of theory to show the development of retirement preparation process. Although prior research has theories explained on retirement thoughts, behaviors, attitudes or goals undertaken to fulfill the retirement preparation, none of it measures applied in the studies were established to directly test the theories according to the process and development of retirement. According to the process theory, individuals acquire an understanding of the problem, goals will be set in making a decision to start preparing and finally behaviors is considered necessary to fulfil the goals (Noone et al., 2009). This raises intriguing questions: What factors influence retirement preparation? Which stages in retirement planning and preparation require intervention and support? (Noone et al., 2009) Which domain in life is significant to retirement preparation? The theory is discussed throughout the paper in the context of the needs of retirement preparation. This paper would be useful for policy makers, practitioners and employees in considering their own retirement preparation for future well-being.

Mediating Role of Organizational Justice between Talent Management and Employees’ Retention

The primary objective of this study was to conduct an empirical examination of the mediating function of organizational justice in the relationship between several aspects of talent management and employees’ retention. The study employed a quantitative approach by utilizing a survey methodology to collect data from doctors working in Government hospitals, with the aim of testing the study hypothesis. The survey consisted of 265 questionnaires that were sent both online and by direct contact with the investigation respondents, who were doctors. The present study utilized structural equation modeling to investigate the impact of succession planning and talent development on employees’ retention. Our study also provides empirical evidence of the partial mediation between succession planning and employees' retention, as well as between talent development and employees' retention, through the mediator organizational justice. The existing learning structured the critical elements that keep the association alive as mediating variable. The examination of talent management and justice serves as a viable approach to effectively address the motivating behaviors exhibited by doctors in the region of Khyber Pakhtunkhwa. Furthermore, this study has the potential to provide valuable insights for the health sector in other developing nations.

ESTIMATING THE DEMAND FOR RAILWAY FREIGHT TRANSPORTATION: A CASE STUDY IN KAZAKHSTAN

This article focuses on the critical importance of demand estimates for effective planning and decision-making in the railway freight transportation industry. Various departments within transportation companies, including marketing, production, distribution, and finance departments, heavily rely on accurate demand forecasts to make informed decisions. Forecasting demand is a crucial aspect of managing business processes, and the methods for doing this can vary across different industries. The ultimate goal remains consistent—to obtain precise predictions of future demand by analyzing historical data and current environmental factors. In the context of transportation services, accurate demand forecasting is essential for successful operational planning and management of functional areas such as transportation operations, marketing, and finance. The current case study specifically examines the National Company Kazakhstan Temir Zholy (KTZ), a transport and logistics holding engaged in rail transportation in Kazakhstan. KTZ’s main sources of income are related to freight transportation. The volume of cargo transportation (in tons) and the freight turnover play a significant role in assessing demand and forecasting future revenues from freight traffic. Different techniques for demand forecasting are explored, including qualitative and quantitative methods. Qualitative methods rely on judgments and opinions, while quantitative methods utilize historical data or identify causal relationships between variables. Overall, the present study highlights the critical role of demand forecasting in the railway freight transportation industry and its impact on efficient planning and decision-making processes.

Crowdsourcing social values data: Flickr and public participation GIS provide different perspectives of ecosystem services in a remote coastal region

Spatial planning and environmental management are expected to adopt participatory processes. However, the needed spatial data on social values of ecosystem services are limited, especially for marine spatial planning for large, remote coastal areas, and the collection of such information can be time and resource intensive. Crowdsourcing techniques are cost efficient sources of social values data, but must meet the information needs of planners and managers with sufficient confidence. We evaluated the reliability of crowdsourced social values data by assessing the agreement between geotagged photos posted to the social media platform Flickr and data from an online public participation GIS (PPGIS) survey conducted to support marine spatial planning in the Kimberley region of Western Australia.Flickr could not represent all of the social values mapped in the PPGIS dataset, was notably dominated by scenic values, and under-represented the importance of recreational fishing and Aboriginal cultural values. The Flickr dataset was more affected by accessibility from settlements and transportation infrastructure (roads, boat ramps) and more restricted spatially. Maximum entropy (maxent) distribution models developed to explore the socioecological drivers determining where social values occur also highlighted that Flickr and PPGIS samples provide different perspectives on social values, even after accounting for differences in sampling intensity. The Flickr dataset suggested that the social values occurred under narrower ranges of socioecological conditions, and the PPGIS dataset was more likely to find protected areas to be valued, likely because participants believe protected areas to support those social values, but may not themselves pursue them there.Flickr and PPGIS crowdsourced datasets provide different perspectives on the spatial distribution of social values for several reasons: They differ in their spatial and demographic biases, as well as their measurement of revealed vs. stated preferences. Flickr is most effective at representing social values that are easily photographed and interpretable in photos, and may not capture some information needs of managers. PPGIS is under greater investigator control but, because stated preferences can be disconnected from actual use of the sites mapped, may be best suited for assessing management preferences and social acceptability. With understanding of the nuances of these datasets, crowdsourced social values data can be applied most appropriately to support successful planning outcomes.

Building Causal Agency in Autistic Students through Iterative Reflection in Collaborative Transition Planning

Transition planning is a collaborative process to promote agency in students with disabilities by encouraging them to participate in setting their own goals with team members and learn ways to assess their progress towards the goals. For autistic young adults who experience a lower employment rate, less stability in employment, and lower community connections than those with other disabilities, successful transition planning is an important opportunity to develop agency towards preparing and attaining success in employment and other areas meaningful to them. However, a failure of consistent information sharing among team members and opportunities for agency in students has prevented successful transition planning for autistic students. Therefore, this work brings causal agency theory and the collaborative reflection framework together to uncover ways transition teams can develop students' agency by collaboratively reflecting on students' inputs related to transition goals and progress. By interviewing autistic students, parents of autistic students, and professionals who were involved in transition planning, we uncovered that teams can better support student agency by accommodating their needs and encouraging their input in annual meetings, building relationships through transparent and frequent communication about day-to-day activities, centering goals on student's interests, and supporting student's skill-building in areas related to their transition goals. However, we found that many teams were not enacting these practices, leading to frustration and negative outcomes for young adults. Based on our findings, we propose a role for autistic students in the collaborative reflection framework that encouraged participation and builds causal agency. We also make design recommendations to encourage autistic students' participation in collaborative reflection around long-term and short-term needs in ways that promote their causal agency.

Healthy transition: Roadmap for young adults with Down syndrome to adulthood.

Healthcare transition is the purposeful and planned process for preparing young adults with Down syndrome for an adult oriented healthcare system. Significant gaps of a delayed, incomplete, siloed and decentered transition can be avoided when transition is approached in a longitudinal and holistic manner. Young adults with Down syndrome are specifically vulnerable to these gaps as the combination of intellectual differences and healthcare complexity leads to the need for a process that allows for appropriate preparation to develop the skills and process for an appropriate. To establish a successful transition care plan, the six core elements of policy, tracking, readiness, planning, transfer of care, and complete transition will compose the scaffolding of the transition process and address these gaps in care. A comprehensive tool kit including policy statements, healthcare transition tracking forms, the TRAQ tool, and template portable medical summaries will operationalize those elements and counteract any gaps in the transition process.

The Influence of Succession Planning on Organizational Sustainability

The purpose of this study is to analyze how much influence Succession Planning has on Organizational Sustainability through the role of Transformational Leadership, Learning Agility, and Resilience using the SEM-PLS method. This research uses quantitative methods to analyze the influence of Succession Planning on Organizational Sustainability through the roles of Transformational Leadership, Learning Agility, and Resilience. The research used the Structural Equation Modeling (SEM) approach with the Partial Least Squares (PLS) method. Primary research data was obtained by distributing questionnaires to 119 respondents from a total population of 170 employees. The questionnaire contains structured questions that include the variables studied and filled in by respondents online or offline. Data analysis was carried out through descriptive methods using an SEM PLS. The data obtained from the questionnaires were processed and explained statistically by testing the data using SmartPLS 4.0. Based on the results of descriptive analysis and testing through SmartPLS 4.0, it was found that organizational sustainability can be influenced by learning agility and resilience through the mediation of transformational leadership and succession planning. There is a significant relationship between learning agility and resilience variables mediated by transformational leadership and succession planning on organizational sustainability. However, the research results also show that transformational leadership does not have a statistically significant relationship with organizational sustainability, but there is a very significant relationship between transformational leadership and succession planning. The research results are used to establish recommendations to the management of PT XYZ in maintaining the sustainability of the organization and further research.

Succession Planning: Perceptions of South African Family-Owned Small Enterprises

ABSTRACT This research investigated the perceptions of family-owned small enterprises on the reasons of the absence of written succession plans, and the implications of the proposed successful succession framework. Quantitative research was used, and the study is descriptive and explanatory in nature. Family-owned small enterprises based in the Gauteng province of South Africa were the population of this study. The unit of analysis was thus the owners/founders and managers of the enterprises. A total of 257 valid questionnaires were returned from the sampled 384 family-owned small businesses, yielding a response rate of 66%. The results showed that family-owned small enterprises appreciate the importance of succession planning, however, they do not regard it as an urgent undertaking. They believe that succession planning is only about successor selection. The results also divulged that the lack of written succession plans is influenced by several reasons, namely, the entrepreneur never thought of succession planning, family members are not interested in taking over the business, the business is still small, and the children are still young. In response to the findings, the research proposes a successful succession planning framework and its implications to assist small family-owned enterprises to plan for succession.

Effectiveness of Forest statutes in the conservation of Aravalli range in Urbanized complex- A case of Gurugram District (Haryana), India

Gurugram is one of the major satellite cities of Delhi, which witnessed unprecedented growth in the past two decades. The city of Gurugram in Haryana State, India, has a fringe of Aravalli hills on either side as the western and the eastern range ridge. On the foothills of the eastern ridge, there has been a major development in the revenue estate of Behrampur to Nathupur, whereas, on the western ridge, the major development has been from the revenue estate of Manesar to Naurangpur of Urban development complex. Majority of the Revenue Estate in the areas in the foothills of Aravalli are covered under Punjab Land Preservation Act, 1900. The areas in Arravali ranges covered under development plans have witnessed urbanization. In contrast, the areas which are protected by forest statute and have come under Urban development plans have been saved from urban sprawls to a great extent. The present study analyses urban plans and development in areas not protected by forest statutes to those with some umbrella of protection. The successive development plans including Gurugram Developmental Plan (GDP) 2021 of 2007, GDP 2020 of 2011, GDP 2031 of 2012, and Gwal Pahari Developmental Plan of 2010 amended in 2016 has increased the commercial value of land, exposing them to urbanization due to better economic returns. The study, however, strengthens the perception that despite being prone to development opportunity, the areas covered under forest statutes or by Hon’ble court orders have been protected from urban expansion and developmental sprawl.

A STUDY ON THE EVALUATION OF FINANCIAL PERFORMANCE OF POST- MERGER AND PRE-MERGER OF CANARA BANK USING EAGLE AND CAMEL MODEL

A STUDY ON THE EVALUATION OF FINANCIAL PERFORMANCE OF POST- MERGER AND PRE-MERGER OF CANARA BANK USING EAGLE AND CAMEL MODEL

Using Remote Sensing to Address Green Heritage of the City of Marrakech, Morocco

Climate change and rapid urbanization have significant impact on green spaces and natural resources in African countries. To investigate this impact in the city of Marrakech, this study develops remote-sensing data to monitor changes in land cover and land use from 1990 to 2020. Results show almost 35% diminution of vegetation cover over the investigation period. In 1990, the city of Marrakech had a vegetation cover of 4.2 km2, which fell to 2.7 km2 in 2020. The main change occurred between 1990 and 2000 with a decrease of 13.7%, which is essentially due to the increase in build-up areas, related to the rapid growth of the city’s population. This evolution in land cover affects the urban environment negatively including air quality and temperature regulation. This research provides a better understanding of changing trends, confirms the importance of using satellite imagery to monitor vegetation cover in urban settings, helps determine efficient environmental management, and affects successful green infrastructure policy and planning, thereby allowing for improved adaptation and mitigation to climate change.

The constructive path of the manager nurse: a grounded theory

Objective: to understand how nurses experience the succession planning of manager nurses. Methods: qualitative study using grounded theory as a theoretical and methodological reference, with a sample of 20 nurses. Data collection took place through interviews, content analysis, and the conceptual model originated from the coding process. Results: the process of succession planning is informally implemented in the diagnosis of head nurses, but there are some gaps in the systematization of the process. The selection processes, the leadership profile, and experience stand out in the diagnosis, and a casual experience in management is relevant for the preparation of head nurses. Although this is necessary, there are still obstacles, such as the resistance of managers, the turnover of hospital administration councils, and the COVID-19 pandemic. Conclusion: nurses interviewed highlighted many benefits from the planning of succession, but find obstacles to its implementation, which contributes to the reluctance of head nurses to actively participate. Contributions to practice: the theoretical-conceptual model can contribute to change and systematically structure the constructive path of manager nurses, allowing the identification of conditions that promote or limit the diagnosis, education, and development of these professionals.

Women Participation in Succession Planning Beyond Organizational Barriers and Personal Bias: A Study of Domestic Airline Operators in Nigeria

Women Participation in Succession Planning Beyond Organizational Barriers and Personal Bias: A Study of Domestic Airline Operators in Nigeria

Publishing Quality Improvement Projects: Know the Guidelines Before Starting Your Project

Health care clinicians, educators, and students who plan and implement quality improvement (QI) projects must know reporting guidelines for successful project planning and publication. We aimed to identify QI guidelines, which authors can locate, and highlight how best to use them for manuscript preparation. We also address guidelines for educational QI projects. Because of the increasing number of Doctor of Nursing Practice projects generated, these students and their mentors must be familiar with commonly used guidelines for reporting QI projects to facilitate peer review, demonstrate quality and rigor of work, reduce revisions, and potentially accelerate a paper's acceptance for publication.

Developing future leaders in Malaysian public universities: the factors influencing execution of succession planning

PurposeSuccession planning is an emerging area for research in higher education institutions worldwide; however, literature is scarce in the context of developing countries like Malaysia. The factors that have an influence on the execution of succession planning in public universities are the primary goal that has been set for achieving the study's goal. Moreover, the development of leadership in institutions has been taken by adopting formal succession planning. This study aims to be explore the factors that can contribute to the successful execution of the plan, particularly in higher education institutions in Malaysia.Design/methodology/approachThe study employed the qualitative approach. The registrars have been selected by using purposive sampling technique for face-to-face interviews from five public research universities of Malaysia. The in-depth data can be collected at research universities as they are old and comprehensive universities of Malaysia. The data were analysed through thematic analysis.FindingsThe number of factors that have been revealed through the findings are as follows: organisational culture, the support of top-level management, the strategic plan, the reward, the champion from top-level management and the budget. Further, the public universities of Malaysia required ensuring that all employees were aware of succession plan initiatives taken by institutions, although the system was challenged by not taking these factors into account.Originality/valueThe primary data have been collected to provide the insight regarding opportunities and challenges encountered in the implementation of succession planning in Malaysian public universities.