Organization Development Network of Western New York

Succession Planning–ODN of WNY February 2012 Meeting

Posted in Facilitation, ODN of WNY Members, Organizational Development, Programs, Succession Planning by Michael Cardus on January 25, 2012

“Succession Planning”

Brian Pettit and Pete Wendel

Thursday, February 9, 2012
8:30 am to 11:30 am (8:30 am to 9:00 am – networking; 9:00 am to 11:30 am – meeting)
New Era Cap, 160 Delaware Avenue, Buffalo, NY 14202
RSVP to Kate Kane at kmkane@mtb.com
Parking is available in the New Era visitor’s lot, on the street, or in various lots/ramps located within a block of New Era. Refreshments are available for purchase in the New Era cafeteria by requesting a visitor’s pass from the lobby receptionist.

Meeting Overview

Every organization, from small, closely-held businesses to multi-national companies, needs to be continuously planning for the future of their leadership.
In closely-held businesses, the focus is on transition planning – the transition of the current owner(s) out of the business into the next phase of their lives and the development of the next generation of leaders/owners. In larger companies, the focus is on continuously identifying the company’s future direction and talent needs, as well as each individual’s strengths and weaknesses, and developing the future leaders at all levels of the organization incorporating the strategic plan, the staffing plan and the succession plan.
Although each organization has different dynamics, there are common themes. Brian and Pete will explore the commonalities and describe how different companies can apply them. They will introduce ideas on how OD practitioners can develop and integrate systems to work with their various clients. A few sample forms will be shared that illustrate the key concepts. Brian and Pete will show how HR professionals can strengthen their business partner role through strategic integration with operations.

Speaker Bios

Brian Pettit is founder and Principal Facilitator of 3P Associates, a human resources consulting company.
He has formed lasting alliances with Choice Employee Benefits Group, Life Science Link, EKWard, Beaver Hollow Conference Center, and teaches leadership, quality, and lean manufacturing for UB, Canisius, ECC, many for-profit companies and non-profit agencies. Brian brings 25 years of professional HR experience as a business partner in high tech aerospace (Moog), electronics (Motorola), pharmaceuticals (Invitrogen), food processing, hospitals, financial services and service organizations. He has significant experience in business process improvement, staffing and succession planning. Brian has taken a leadership role in ASTD, SHRM, and the United Way Executive Service Corp. He is certified in several organizational development best practices including DDI, Langevin, Mager, Insala, and ADP.
Brian achieved master trainer certification in leadership curriculum at Motorola University, where he conducted train the trainer sessions.

Pete Wendel’s passion is organizations and people. His specialization is transition planning for business owners. In 1990 Pete founded the Peter Wendel Group (now Life Work Transitions) to help business and organizational leaders in the areas of strategic planning and implementation, team building and personal coaching. Recently, in anticipation of the large number of ‘baby boomers’ considering retirement, he refocused his practice on transition planning issues. Prior to 1990, he was president of WENDEL, a consulting engineering firm (now The Wendel Companies, Architects and Engineers). During his 32 years with the firm he led the company through two ownership transfers and he and his partners grew the firm from a small local firm to become the largest locally owned consulting engineering firm in Western New York. To learn more about Pete’s philosophy and about Life Work Transitions please visit his web site www.life-work-transitions.com  and his blog http://successionsuccess.blogspot.com .

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  1. […] Pettit of 3P Associates shares his presentation on  Succession Planning. Like this:LikeBe the first to like this post. Tagged with: Brian Pettit, Power Point, Succesion […]


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