The Succession Planning Workbook

We've created a workbook to aid you in planning your farm succession! You can use it to easily keep track of your progress on your computer; or if you prefer the good ol' pen and paper, feel free to print it out and follow along on the website. You can download the Succession Planning Workbook using the button to the right:

 
 

Please Note: You will need the ability to open and save to PDF files. There are many programs with the ability to do this, and if you don't have one yet, we recommend Adobe Reader. You can download it for free from their website using the button on the right:

 
 

Using the Succession Planning Workbook

Throughout this journey you will be presented with opportunities like the one below to engage by recording your progress in your Workbook and using it to complete the seven steps of your succession plan. The steps and sections are numbered to help you stay organized. If you need more space, you can add pages to the Workbook or keep a separate document (just remember to make a reference note in your Workbook). Open the Workbook and check off the first section, as indicated below:

Assignment

I have downloaded, saved, and/or printed this document and will keep it in a safe place while I use it to keep track of my succession planning. I've also filled out my personal and family information.

Next Step

Now that you have filled out your personal and family information, click the button below to move onto Step 2!