Set the stage. Open the "ER Investigations, Change & Succession Planning" session by introducing this slide — "Phase 4 — You Are a Strategic Leader". Briefly explain why this topic matters to the managers in the room and what they'll be able to do differently by the end of the deck. Invite people to keep a notepad handy for questions. Talking points (walk through each in order): 1. The Mindset Shift. In Phase 4, you are not just managing your team — you are shaping culture and contributing to organizational strategy Facilitator tip: say this in your own words, then ask the group for a real example of "the mindset shift" from their own team before moving on. 2. HR as Strategic Partner. HR is no longer your safety net — it is your strategic ally. The goal is building your capacity to handle complexity confidently. Facilitator tip: say this in your own words, then ask the group for a real example of "hr as strategic partner" from their own team before moving on. 3. Phase 4 Focus Areas. Strategic workforce planning, succession management, ER investigations, harassment prevention, advanced compliance, change management, data-driven leadership Facilitator tip: say this in your own words, then ask the group for a real example of "phase 4 focus areas" from their own team before moving on. 4. Success Indicators. Active succession plan for at least one key role, internal mobility up 15%+, zero unaddressed harassment complaints, all accommodations processed correctly Facilitator tip: say this in your own words, then ask the group for a real example of "success indicators" from their own team before moving on. 5. The Leadership Question. "Am I growing the people around me, or just managing tasks?" Phase 4 is about answering yes to the former. Facilitator tip: say this in your own words, then ask the group for a real example of "the leadership question" from their own team before moving on. Engage the room. Ask: "How does this show up in your team today?" — let two or three people respond. Timing & transition. Aim for roughly 6–7 minutes on this slide. When the points have landed, transition forward with a short bridge such as "Now that we've covered phase 4 — you are a strategic leader, let's look at what comes next."

Speaker Notes · Slide 1

ER Investigations, Change & Succession Planning