Role Succession Solutions

When you're at capacity and a key Finance team member resigns, why carry the burden of transitioning their role alone?

Why not outsource it to a role succession expert to handle the handover for you, so you can take the time to recruit the right replacement without losing control of your day job?

Few events scuttle your Finance plans quite like the departure of a key person

As a finance team leader, there are few events that derail your Finance leadership ambitions quite like the sudden resignation of a key manager or controller.

Often with little notice you’re thrust into a simultaneous position of overwork and weakness as you frantically abandon your priority commitments and launch into drafting role descriptions, negotiating for budget, signing recruiters, trawling through offboarding forms and pleading with the resigning party to stay on longer, all while desperately trying to transition their knowledge before it walks out the door.

Forget ‘sharing the load’ across your other team members, especially when they’re already at their limit.

You open the gates to problems: morale erosion, disengagement and retaliatory demands which you can neither afford nor justify.

You suffer, the team suffers, and most of all, so does the business. It can cost you months of set back no matter how talented you are.

The Transition 'insurance' you never knew about

(but wish you Did)

Imagine instead, you could call a safe pair of hands on short notice to coordinate the succession for you?

An expert in ERP systems, Finance processes and your industry; with a brain like a sponge, who can engage the departing hire and coordinate the handover for you?

One who will document their processes into tangible SOPs, inventorise their work files and take the reigns on their project deliverables before they walk out the door?

An expert who can ensure continued business delivery between departure and replacement so your business doesn’t blame Finance for lack of support all whilst giving you time to find your perfect replacement?

An expert who can train your replacement, sets clear expectations and provides SOPs in document or video form, and conducts a final handover sign-off; so they are set up for success without you being drawn away from serving your business stakeholders.

If that appeals to you then our Succession Cover service is for you.

How It Works

Appoinment & Goals Alignment

After you receive, notify your intention to appoint. We'll confirm the booking and join you over a call for a transitions objectives briefing.

Meet Departee

We'll meet with the departing hire and relay your expectations for transition. And agree on a handover plan, inform you and convey any potential risks and contingent plan proposals in the proposal.

Conduct & Document Handover

We'll work closely with the departing hire to transition and document processes.

Meet Replacement Hire

Upon your hire of the new replacement, we'll set expectations and provide a handover timeline and relay those plans to you.

Train Up Replacement Hire

We'll set out executing the handover and sharing any documented SOPs and any training videos with the candidate.

Reporting, Sign-Off and Close

Upon completion of the handover, we'll share and receive feedback on the handover experience among all parties and agree to close. We'll also share a report on learning for process improvement for future consideration.

FAQs

What are the minimum and maximum coverage terms?

The minimum cover term is four (4) weeks and the maximum term commitment is twelve (12) months on full-time committed basis. Extension are possible subject to availability.

What is the minimum notice period to get started?

As little as a week, but it depends on availability.

Do you service full-time or part-time?

For shorter assignments we can offer both. For long assignments, we can work out an average days per week depending on your team’s monthly workload demand needs.

How can I get comfort you’re the right fit?

We offer a one-week training-based trial for assignments of 6 to 12 months. If at the conclusion of the week, you are not happy we are a fit we can part ways at no expense to you.

Do you offer on-site, hybrid or remote servicing?

For Sydney-based assigments: for assignments terms under 3 months we offer full in client office (on-site) and hybrid servicing. For longer periods we a hybrid servicing arrangement.

For non-Sydney-based assignments: we generally only offer remote, but in some circumstance we discuss a hybrid arrangement with travel expense reimbursement.

Do you charge daily or hourly and how does invoicing work?

On we charge by the day and invoice fortnightly. While can provide fortnightly activity reports, we do not provide this on a minuted or to-the-hour documented basis.

How can I assess you are the right fit for the role in question?

Best thing is to book a call to discuss your needs and concerns and perceived challenges. We’ll give you an honest assessment of our fit for the role and if we aren’t a match put you in touch with some alternatives.

Interested To Learn More About Our Succession Solution?

Learn about the pre-qualification process, booking process and more, over a 30-minute call.