シラバス Syllabus

授業名 Business Succession Planning
Course Title Business Succession Planning
担当教員 Instructor Name Kuok Kei Law
コード Couse Code NUC417_N24B
授業形態 Class Type 講義 Regular course
授業形式 Class Format On Campus
単位 Credits 2
言語 Language EN
科目区分 Course Category 専門教育科目 / Specialized Subject
学位 Degree BBA
開講情報 Terms / Location 2024 UG Nisshin Term4

授業の概要 Course Overview

Misson Statementとの関係性 / Connection to our Mission Statement

This course aligns with the University's mission of cultivating innovative and ethical leaders capable of leveraging their knowledge and values to drive progress in both business and society.

授業の目的(意義) / Importance of this course

Participating in this course will provide participants with a thorough grasp of the intricacies involved in business succession, equipping them with the knowledge and skills necessary to proactively plan for it in advance.

到達目標 / Achievement Goal


Participation in this course will enable participants to comprehend the impact of various factors on business succession planning, including business cycles, the external environment, human resource management policies, organizational culture, leadership values, family dynamics, and emotional considerations.

本授業の該当ラーニングゴール Learning Goals

*本学の教育ミッションを具現化する形で設定されています。

LG1 Critical Thinking
LG2 Diversity Awareness
LG3 Ethical Decision Making
LG4 Effective Communication
LG6 Managerial Perspectives (BBA)

受講後得られる具体的スキルや知識 Learning Outcomes


1. Articulate the significance of business succession planning overall, particularly its pertinence to family businesses.
2. Foresee and outline the primary challenges inherent in business succession planning.
3. Connect business succession planning with other organizational elements such as values, culture, and governance.

SDGsとの関連性 Relevance to Sustainable Development Goals

Goal 9 産業と技術革新の基盤をつくろう(Industry, Innovation and Infrastructure)

教育手法 Teaching Method

教育手法 Teaching Method % of Course Time
インプット型 Traditional 10 %
参加者中心型 Participant-Centered Learning ケースメソッド Case Method 90 %
フィールドメソッド Field Method 0 %
合計 Total 100 %

事前学修と事後学修の内容、レポート、課題に対するフィードバック方法 Pre- and Post-Course Learning, Report, Feedback methods

Participants are advised to allocate a minimum of 3 hours for preparation per case. The six assigned cases collectively contain approximately 46 pages of main content.

A laptop computer is necessary for the electronic distribution of handouts during class sessions and a simulation exercise.

Participants will be required to complete a final report assignment on the final day of the course. Individual feedback on the final report will be provided through an electronic feedback form.

授業スケジュール Course Schedule

第1日(Day1)

Theme: The importance of succession planning
Main contents: Different phases to the family business transition process; emotional attachment in business succession; reasons and consequences of the lack of succession planning

●使用するケース
Conflict over leadership and succession in a successful family business: The Lakkard Leather Company (Content ID: W11098 / Publisher: IVEY)

第2日(Day2)

Theme: Planning for the future
Main contents: Growth options for a social entreprise; impact of business future on succession planning

●使用するケース
Fruits of Sherbrooke: Creating a Sustainable Business (Content ID: W17372 / Publisher: IVEY)

第3日(Day3)

Theme: Assessing leadership potential
Main contents: Need and importance of leadership potential assessment; assessment reliability and validity; issues and challenges in identifying and developing future leaders

●使用するケース
Assessing Leadership Potential at PTCL (Content ID: LCA022 / Publisher: LUMS)

第4日(Day4)

Theme: The successor's choice.
Main contents: Limits of rational business thinking in highly emotional family situations; life-cycle influences and motivations behind succession decisions and actions; interdependencies and interrelatioships of succession decisions

●使用するケース
Liu Bai: A Chinese Successor's Dilemma (Content ID: IN1152 / Publisher: INSEAD)

第5日(Day5)

Theme: Managing the transition
Main contents: Steps involved of a comprehensive CEO succession process; dynamics between board members, the incumbent CEO, and CEO candidates during a CEO succession process; additional externalities stemming from a CEO succession process

●使用するケース
CEO Succession at Cisco (Content ID: 9-417-031 / Publisher: HBS)

第6日(Day6)

Theme: Overcoming succession crisis
Main contents: Distinction between ownership and control of family firms; professionaliziation of a family firm; heirs losing interest in the family business

●使用するケース
Birkenstock: Exit the Family. Enter a Professional CEO (Content ID: IN1917 / Publisher: INSEAD)

第7日(Day7)

Simulation exercise

●使用するケース
Family Business Simulation: Honey Heritage (Product ID: 7130-HTM-ENG / Publisher: HBP)

成績評価方法 Evaluation Criteria

*成績は下記該当項目を基に決定されます。
*クラス貢献度合計はコールドコールと授業内での挙手発言の合算値です。
講師用内規準拠 Method of Assessment Weights
コールドコール Cold Call 0 %
授業内での挙手発言 Class Contribution 60 %
クラス貢献度合計 Class Contribution Total 60 %
予習レポート Preparation Report 0 %
小テスト Quizzes / Tests 0 %
シミュレーション成績 Simulation 0 %
ケース試験 Case Exam 0 %
最終レポート Final Report 40 %
期末試験 Final Exam 0 %
参加者による相互評価 Peer Assessment 0 %
合計 Total 100 %

評価の留意事項 Notes on Evaluation Criteria

Preparation before class and active participation in both small group discussion and open class discussion are expected.

使用ケース一覧 List of Cases

    ケースは使用しません。

教科書 Textbook

  • Nil「Nil」Nil(Nil)

参考文献・資料 Additional Readings and Resource

Additional readings and videos will be distributed in class.

授業調査に対するコメント Comment on Course Evaluation

More theories and academic models will be introduced throughout the duration of the course.

担当教員のプロフィール About the Instructor 


Dr. Law is an Associate Professor in the area of management at NUCB Business School. He gained his PhD from City University of Hong Kong. His primary research interests include knowledge management and human resource management. His work has appeared in renowned international journals such as European Management Journal, Human Resource Management Review, and Journal of Knowledge Management. Two of his research work won best-paper and research awards in 2013 and 2016 respectively. At his current university, Dr. Law received Teaching Awards for the academic years 2020/21 (Outstanding), 2021/22, and 2022/23 as well as Research Award for the academic year 2020/21.

(実務経験 Work experience)


Prior to joining NUCB, Dr Law worked at the Open University of Hong Kong, where he started his academic career and rose quickly from Assistant Lecturer to Lecturer to Assistant Professor during his nine years of tenure. He has extensive experiences in delivering business management courses at both the undergraduate and postgraduate levels as well as supervising research and dissertations.

Refereed Articles

  • (2023) What Is Next? The Longer-Term Managerial Challenges following COVID-19. Sustainability 15(18):
  • (2023) The effect of short-term performance fluctuations on long-term performance: evidence from the English Premier League. Team Performance Management 29(1/2): 1352-7592
  • (2022) Application of learning organization 2.0: a case study of Ricoh Ena Forest Japan. The Learning Organization
  • (2021) Online or Offline? Coaching Media as Mediator of the Relationship between Coaching Style and Employee Work-related Outcomes. Australian Journal of Management
  • (2020) Sustainable HRM: An extension of the paradox perspective. Human Resource Management Review

Refereed Proceedings

  • (2017). Knowledge appropriation, justice climate and performance management - A theoretical framework. Proceedings of the British Academy of Management 2017 Conference .British Academy of Management 2017 Conference. 1. 3. University of Warwick
  • (2016). Tacit knowledge management of firefighters: An exploratory study on the fire service department in Hong Kong. Proceedings of the 8th International Conference on Innovation and Knowledge Management in Asia Pacific .The 8th International Conference on Innovation and Knowledge Management in Asia Pacific. 1. 3. Ariston Hotel, Kobe
  • (2016). Exploring employees' communication behaviors in knowledge sharing: A hierarchal perspective. Proceedings of the 81st Annual Conference of the Association for Business Communication .The 81st Annual Conference of the Association for Business Communication. 1. 3. Albuquerque, New Mexico






ページ上部へ戻る