Learn about Succession Planning with our new 5-part video series for farmers, ranchers, and foresters.
Clackamas Soil and Water Conservation District is happy to announce an Introduction to Succession Planning for Farmers, Ranchers, and Foresters.
This 5-part video series was made in collaboration with Diana Tourney, with funding support from the Clackamas, Tualatin, and East Multnomah Soil and Water Conservation Districts.
What is a Succession Plan?
A succession plan (also called an estate transition or exit plan) is a plan that clearly defines your business and outlines the process you will take to pass ownership to the next generation. Having to think about the future can feel overwhelming, especially when it involves the legacy and future of your business—and your family.
Creating a succession plan for your farm, ranch, or forestry operation can help make sure your hard work will continue to support future generations and your larger community.
How to Use this Video Series
You can watch this free video series at your own pace. Links to the videos and helpful worksheets can be found below.
Start with the first video (Lesson 1: Introduction) and work your way through the list. Some videos have corresponding worksheets to help you through that activity. Always watch a video before starting a worksheet so you fully understand the activity.
Introduction to Succession Planning for Farmers, Ranchers, and Foresters
Lesson 1
- Table Of Contents [pdf]
- Introduction: Introduction to Succession Planning
- Part 1: Introduction to Lesson 1
- Part 2: Dare to Dream… A Successful Transition
- Part 3: Create a Description of Your Business
Lesson 2
Lesson 3
- Part 1: Creating Your Transition Timeline
- Part 2: Family Farm, Ranch, or Forestry Tree
- Part 3: The 100 List
Lesson 4
For Additional Information
If, after completing this video series, you would like more information on Succession Planning, please contact Jason Faucera, Land Management Program Manager, at 503-210-6013 or at [email protected].