SUCCESSIONAL PLANNING AND ORGANIZATIONAL PERFORMANCE: A STUDY OF FIRST BANK NIGERIA

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ABSTRACT

This study was undertaken to find out the  Succession Planning on Organizational Performance: A Study of First Bank Nigeria Ltd, Aba, Abia State with the aim of examining the effect of succession planning (strategic working plan) on customer satisfaction in First Bank Nigeria Ltd. Aba, Abia State. The Cross-sectional survey design approach was adopted for this study. Primary and secondary data was extensively used. Primary data were generated by the use of a structured questionnaire which was administered to 153 respondents, drawn from the management staff of the selected branches of First Bank Ltd in Nigeria. The population of the study comprised of 247 management staff drawn from the First Bank branches in Aba, Abia State. The sample size was determined using the Taro Yamane formula, and the proportional allocation formula was used in the distribution of the copies of the questionnaire to the respondents. The statistical tool employed in testing the hypotheses were the Ordinary Least Square (OLS) involving the simple regression analysis using SPSS version 20. From the statistical analysis of the hypothesis, it was discovered that strategic working plan has a significant effect on customer satisfaction in First Bank Nigeria Ltd, Aba, Abia State, it was also revealed that top management support significantly effect of leadership continuity in First Bank Nigeria Ltd, Aba, Abia State. The study equally revealed that to a very large extent, employee values significantly affect talent retention in First Bank Nigeria  Ltd, Aba, Abia State . The study  concluded that for Nigerian banks to effectively implement good succession plan, they need to employ various methods to carryout the employees along. The study therefore recommended that managers of Nigeria banks should ensure that the various components of succession planning (strategic working plan, top management support and employee values) are carried out transparently with the involvement of the employees as it  has resulted in improved performance, reduced employees turnover, improved quality service, hence customers satisfaction, leadership continuity, adequate motivation, as well as enhanced talent retention. 






TABLE OF CONTENTS

 

Title page                                                                                                                                                                                  i

Declaration page                                                                                                                                                                    ii

Approval/Certification                                                                                               iii

Dedication                                                                                                                                                                                iv

Acknowledgments                                                                                                                                                                v

Table of contents                                                                                                                                                                    vi

Abstract                                                                                                                                                                                     x

 

CHAPTER 1:  INTRODUCTION

1.1       Background to the Study                                                                                1

1.2       Statement of the Problem                                                                               4

1.3       Aims and Objectives of the Study                                                                  5

1.4       Research Questions                                                                                        6

1.5       Research Hypotheses                                                                                      6

1.6.      Significance of the Study                                                                               7

1.7.      Scope and Limitation of the Study                                                                 8

1.7.1    Scope of the Study                                                                                          8

1.7.2    Limitations of the Study                                                                                 9

1.8.      Operational Definition of Terms                                                                    9

CHAPTER 2:  REVIEW OF RELATED LITERATURE

2.1   Conceptual Review                                                                                             11

2.1.1. Definition of succession planning                                                                    12

2.1.2. Succession management                                                                                              13

2.1.3 Banking industry                                                                                                           13

2.1.4 Bank continuity                                                                                                             14

2.1.5. What succession planning entails                                                                     14

2.1.6 Types of succession planning                                                                                        15

2.1.7. Succession planning process                                                                            16

2.1.8 Organisational factors and succession planning                                                16

2.1.9. Good practice in succession planning development                                         17

2.1.10. Executive transition management and succession planning                           18

2.1.11. Staff management during succession planning                                              19

2.1.12. Communication strategy and succession planning                                         20

2.1.13. Factors influencing succession planning                                                        20

2.1.13.1.Training                                                                                                      21

2.1.13.2.Management support:                                                                                 21

2.1.13.3.Clarifying the career path                                                                           21

2.1.13.4.Positive insights                                                                                          21

2.1.13.5.Organisational culture                                                                                21

2.1.13.6.Technological advancement                                                                       22

2.1.13.7.Flat structure                                                                                               22

2.1.13.8.Financial condition                                                                                     22

2.1.13.9.Government regulations                                                                             22

2.1.14. Importance of succession planning                                                                23

2.1.15. Problems of succession planning                                                                   25

2.1.16. Obstacles to implementing a succession plan                                                25

2.1.17. Role of transitioning committees on succession planning                             26

2.1.17.1. Roles of the board and executive director in succession planning                        28

2.1.17.2. Role of interim executive director in succession planning                         28

2.1.17.3. Roles performed by executive director in organisations                             28

2.1.17.4 Strategic leadership roles                                                                              29

2.1.17.5 Management roles                                                                                        29

2.1.17.6 Human resource management roles                                                             30

2.1.17.7. Financial management roles                                                                        30

2.1.18. Creating and maintaining organisational culture roles                                   31

2.1.19 Board relationships roles                                                                                 32

2.1.20 Symbolic and ceremonial roles                                                                       32

2.1.21 Benefits for succession planning programme in organisation                       33

2.1.21.1. Organisational benefits                                                                                34

2.1.22. Job rotation and succession planning                                                             35

2.1.23 Replacement planning                                                                                                 36

2.1.24. Talent retention in succession planning reality. A coaching and

mentoring approach                                                                                        38

 

2.1.24.1. Recruitment                                                                                                             38

2.1.24.2. Talent mapping                                                                                                        38

 

2.1.24.3. Work force planning & development                                                          39

2.1.24.4. Performance and planning evaluation                                                         39

 

2.1.24.5 Retention                                                                                                                  39

2.1.24.6 Coaching and mentoring                                                                              39

2.1.27. Performance management                                                                              40

2.1.28. Management succession planning and customer satisfaction                         42

2.1.29. Leadership continuity                                                                                     45

2.1.29.1. Succession planning and leadership continuity                                           46

2.1.30. Succession planning and organisational performance                                   47

2.2 Theoretical Framework                                                                                        49

2.2.1. Leadership model succession theory                                                                49

2.2.2. Behavioural theory                                                                                           50

2.2.3. Resource-based theory                                                                                     50

2.2.4 Application of the Theory                                                                                 51

2.3 Empirical Review                                                                                                 52

2.4 Gap in Literature                                                                                                  60

2.5 Summary of Literature                                                                                         60

 

CHAPTER 3: RESEARCH METHODOLOGY

3.1 Research Design                                                                                                   62

3.2       Sources of Data                                                                                              62

3.3   Population of the Study                                                                                      63

3.4       Sample Size Determination                                                                            64

3.5. Sampling Technique                                                                                            66

3.6  Validity of the Instrument                                                                              67

3.7  Reliability of the Instrument                                                                          67

3.8  Operational Measures of Variables                                                                68

3.9  Method of Data Analysis                                                                                69

3.10        Model Specification                                                                                 69

3.10 Decision Rule                                                                                                     70

CHAPTER 4:            DATA PRESENTATION AND ANALYSIS

4.1           Data Analysis                                                                                                  71

4.3.       Analysis of Data                                                                                     76

4.6       Discussion of Findings                                                                                   81

CHAPTER 5: CONCLUSION, SUMMARY AND RECOMMENDATIONS

5.0.     Summary of Findings                                                                                84

5.1.  Conclusion                                                                                                    84

5.2.         Recommendations                                                                                          85

5.3.         Suggestions for Further Studies                                                                     85

5.4.         Contribution to Knowledge                                                                            85

REFERENCES

APPENDIX

 


 





                                                            CHAPTER 1

                                                            INTRODUCTION

1.1       BACKGROUND TO THE STUDY

Succession planning has become an important talent management initiative in organisations around the world. For some organisations, succession planning is a strategic process that minimizes leadership gaps for critical positions and provides opportunities for top talent to develop the skills necessary for future roles with other organisations, succession planning is a constant non academic struggle, viewed as an administrative exercise rather than as a competitive advantage (Tierney, 2016). It is easier to ignore deficiencies in the succession planning process but in the current economic downturn, the need to identify and develop top talent for critical roles has never been more important. Whether restructuring, or engaging in a merger, acquisition, divestiture or bankruptcy, organisations, including Banks, must rethink how they structure, source, manage and develop talents (Schein, 2019). This change in leadership (generally in the CEO suite) has an impact on business plans and growth initiatives. Given the high unemployment rate, hundreds of candidates may apply for a single position, which can be costly (Huang, 2001). Thus, to avoid the expense of recruiting external talent, organisations turn inward to fill vacancies. As such, building bench strength has never been more important. Organisations now look at succession planning for both professional and management roles in addition to new ways of moving talent across their organisations, not just from bottom to top.

The  future  of  management  is  a  concern  to  most  people  simply because  people  will  not  be  able  to  tolerate  as  a  country,  as  a  society,  as  a  government,  the  danger that  any  one  of  the  major  organisations  will  decline  or  collapse  because  it  has  not  made  adequate provisions  for  management  succession.  ‘human resources are  the  most  important  asset’  is  a  common  phrase in  the  corporate  environment.  Every organisation cherishes its employees especially its think tank. It  is  generally  agreed  that  the  biggest  contributors  to  organisational  success  and  performance  are the  employees.  However,  organisations  don’t  permanently  own  employees  hence  they  are  free  to leave  at  any  given  time.  Having  a  workforce, that is  human  capital  alone,  is  not  sufficient  for  a firm  to  earn  a  competitive  advantage.  Rather  an organisation  must  utilize  the  workforce  as  a  strategic resource  to  sustain  a  competitive  advantage  (Kutcher,  Jones  and  Widener,  2019). 

For succession planning to be effective, it is expected that top management participate and support the programme. It is expected that CEOs hold the line management accountable for developing future simultaneously model or her to become what the organisation wants. Other ways that top management can partake in this process is by allocating sufficient resources and management attention to sustain the programme. Therefore to implement the process, plans for implementation will need to be disseminated to all programme executives within the organisation and there should be regular review to evaluate the succession planning results.

Strategic working plan is also an important factor to be considered for any organisation that seeks to survive after the founders are no more. Rothwell and Poduch, (2014) considered  managerial  talent  to  be  the  most  crucial  component  in  her  characterisation  of  a  firm or organisation as  a  collection  of  resources.  Although  physical  resources  are  important,  the  services  that resources  will  yield  depend  on  the  capacities  of  the  men  using  them in satisfying their teeming customers (Dym, Egmont, and Watkins, 2011). Succession planning  needs  to  be  focused  on  senior  management  positions,  starting  at  the  top  of  the organisation  (with  particular  attention  paid  to  CEO  and/or  managing  director)  and  going  at  least six  or  seven  levels  down,  so  as  to  include  middle  management  positions  (Bleakley,  2006). Every organisation strives to do all they can to have  the  right  people  in  the  right  jobs  at  the  right  time  (Hills, 2009). In addition, effective succession planning enables organisations to react quickly to change and endure difficult times. At its best, succession planning allows an organisation to seamlessly merge its employees’ capabilities and career aspirations with the organisation’s business strategy and talent needs. Employee’s values and attitudes are important factors for employee’s retention in any organisation. It believed that people serve as the most vital resource for many organisations and the bank is no exception (Yankov and Kleiner, 2011). Decentralisation requires the employment of trained personnel to accept authority, it involves more financial burden and a small enterprise cannot afford to appoint experts in various fields.

Banks rely on individuals from the bottom up but none are more important than the executives that establish and guide their organisations (Yankov and Kleiner, 2011). These critical individual leaders are a scarce resource in today’s banks, including First Bank of Nigeria Ltd. However, the development of these leadership skills requires time, planning, and preparation (Toor and Ofori, 2008). Human resources such as potential leaders are even limited more in new generational banks in Nigeria that make up the majority of many banks (Schrader, 2016).

Many of these banks today have an aging generation on the brink of retirement that has various levels of leadership responsibilities (Chavez, 2011). The succession of these leaders is an inevitable change that will impact many banks in the near future (Miller, 2010), proper succession planning is critical for their performance and survival. To this end therefore, the researcher seeks to investigate the effect of succession planning on organisational performance with specific reference to First Bank Nigeria Ltd, Aba Branch, Abia State

1.2       STATEMENT OF THE PROBLEM

Succession  planning perhaps is  an  activity  that  most  organisations  would  be  quick  to  say  is  in  place. Unfortunately,  it  is  widely  known  that  succession  planning  efforts  are  all  too  often underdeveloped,  unevenly  executed,  and  sometimes  simply  ignored. Though organisations are increasingly acknowledging the critical role of succession planning prior to exit of executives, few have plans in place to guide them through the process and as a result decline in organisational performance. This has often been observed during transition. Succession  planning  has  the  potential  to  be  one  of  the  major  business  issues  of  the  coming decades.  The  demographic  reality  is  that  organisations  will  have  a  shrinking  pool  of  labour  from which  to  draw  on,  which  will  impact  operations  at  all  levels,  from  the  receptionist  to  the  Chief Executive Officer.  It is  this  reality  that  has  pushed  succession  planning - an  important  issue  in  normal  times  to  the forefront (Miller, 2010).

Banking industry is perceived to have lagged behind in institutionalizing succession plans part of their strategies to deal with the aforementioned transition and therefore risk losing experience, information and identity in the long run.  Although research has established the importance of proper succession planning but banking industry continues to operate without a formal succession plan. Despite this urgent need for succession planning, it has not been fully embraced especially by banking sector. One  of  the challenges  of  succession  planning  is  the  unwillingness  of  top managers  to  train  the  junior  staff  (McDonald and Hite, 2008).

This  is  because;  those  trained  pose  a  threat  to  the  very existence  of  the  senior  management.  Also,  the  general  staff  must  support  the  efforts  and  the activities  of  succession  planning.  Staff  who  are  unwilling  to  be  trained  to  take  up  new  and superior  tasks  may  jeopardize  the  efforts  and  spirit  of  succession  planning  in  the  organisation (Schein, 2009).

Some  of  the  other  factors  that  may  influence  succession  planning  are;  Strategic working plan, top management support, Employee’s values and attitudes, performance measurement,  determining  the  performance  which  is  needed  for  the  future,  assessing  the potential,  establishing  a  way  to  narrow  the  gaps,  following  up,  documenting  competence,  making and  maintaining  rewards  for  developing  people,  evaluating  results  and  leading  from  the  front (Wolfe, 2016). This is a clear indication that succession plans are unavoidable as organisations keep to struggle with creating a formal process aimed at identifying, developing and retaining a high potential pool of workforce within the organisation to maintain organisation performance that allow smooth transmission of responsibilities. For organizational planning to be a success, the resource person in question must not come from the area where we except he must come from a neutral ground where he is fixed to do the job. Again, the person must be choosed not selected from among the resource persons.

1.3       OBJECTIVES OF THE STUDY

The main objective of this study is to examine the effect of succession planning on organisational performance in First Bank Nigeria Ltd, Aba, Abia State. The specific objectives are to:

      i.         Determine the effect of mentoring on cost saving (project) of First Bank Nigeria Ltd. Aba, Abia State.

     ii.         examine the effect of management training on the adaptation to change (effectiveness) of First Bank Ltd. Plc Aba, Abia State.

   iii.         ascertain the effect of multiple management task on customer’s satisfaction (efficiency) of First Bank Nigeria Ltd, Aba, Abia State.

1.4       RESEARCH QUESTIONS

To achieve the aim of this study, the following questions were asked

      i.         What is the effect of mentoring on cost saving (project) of First Bank Nigeria Ltd. Aba, Abia State.

     ii.         Does Top management support training on the adaptation to change (effectiveness) of First Bank Ltd. Plc Aba, Abia State.

   iii.         What is the effect of multiple management task on customer’s satisfaction (efficiency) of First Bank Nigeria Ltd, Aba, Abia State.

1.5       RESEARCH HYPOTHESES

The following hypotheses were formulated in line with the objectives of the study.

      i.         Mentoring does not have any effect on cost saving (project) of First Bank Nigeria Ltd. Aba, Abia State.

     ii.         Top management does not support training on the adaptation to change (effectiveness) of First Bank Ltd. Plc Aba, Abia State.

   iv.         Multiple management task does not has any significant effect on customer’s satisfaction (efficiency) of First Bank Nigeria Ltd, Aba, Abia State.

1.6.      SIGNIFICANCE OF THE STUDY

Although various studies have been carried out and significant development made in this area of succession planning and organisational performance, but today‘s global business world is not fixed. It changes rapidly and constantly: as a result of this, businesses require managers who are informed on succession planning, so as to be able to compete in the global market. By addressing the above, this study will contribute to the body of literature and providing new information regarding succession planning and organisational performance in the banking industry in South East Nigeria as it focuses on the different branches of the selected bank in Aba, Abia State. The potential value of the study will be relevant to banking business leaders, especially at this point in time when the environment of business in Nigeria is unstable.

Empirically, the significance of this study is embedded within the potential impact the findings from the study may have on management researchers and practitioners of business management. An example of potential impact on organisational management could be the development of succession planning strategies and increased awareness in the area of human resource planning. Consideration could also be given to the importance of formulating and implementing sound succession planning policies in order to enhancing the organisation’s performance.

Customers – A customer is a person who is coming to buy our product

Theoretically, the study identify which dimension of succession planning has a more significant effect on organisational performance in the banking industry in Abia State, Nigeria. In the light of this, it is envisaged that the result of this study will fill some gaps and at the same time, make modest contributions to knowledge as this is a descriptive study that will define other areas of research for further investigation.

1.7.      SCOPE AND LIMITATION OF THE STUDY

1.7.1    Scope of the study

The review of literature of this study was restricted to the literature on succession planning and organisation performance in various areas. However, the scope of the study covered the following areas:

i.           Geographical scope- The target is restricted to all the ten (10) different branches of First Bank Ltd, Aba, Abia State.

ii.          Unit scope- The unit scope of this study was restricted to all the senior, middle and lower level management staff of the selected bank. Information on succession planning and employee performance in banking industry was elicited from the employees using questionnaire.

The study was restricted from 2012 to 2018.

More so, the reason behind the choice of the organisation is because it is a first generational bank and must have witnessed succession in her leadership position.

 

1.7.2    Limitations of the Study

This study focused on the assessment of succession planning on organisational performance using selected first bank branches in Aba, Abia State. In the course of carrying out the study, the following constraints were encountered.

i)               Lack of adequate time in covering some other banks and branches of the bank that would have made up the descriptive data and further comparison.

ii)             Although it was explained to the respondents that the study was merely for academic purposes, some of them were unhelpful and secretive in responding to the questionnaire. This became the most time consuming part of the study.

1.8.      OPERATIONAL DEFINITION OF TERMS

Human resource planning - The ongoing process of systematic planning to achieve optimum use of an organisation’s most valuable asset - its human resources. It’s the process of anticipating and making provision for the movement of people into, within and out of the organisation.

Customer satisfaction- This refers to how happy customers are with the bank’s products, services, and capabilities. 

Leadership continuity- This relates to the development of a leadership pipeline to allow for orderly succession of leaders at all levels in the organisation.

Organisational performance- The actual output or results of an organisation as measured against its intended outputs (or goals and objectives).

Organisational structure- Organisational structure refers to the way in which organisation’s activities are divided, organized, and coordinated.

Performance appraisal -A performance appraisal is an evaluation and grading exercise undertaken by an organisation on all its employees either at times or annually, on the outcomes of performances based on the job content, job requirement, and personal behaviour in the position so as to determine who needs what training, and who will be promoted, demoted, retained, or fired.

Succession planning- Succession planning is the process of identifying the key leadership positions within each department and developing employees within public as well as private organisations to assume these positions. It is a comprehensive plan to address both current and future leadership needs while maintaining the existing merit principles. The right leadership at the right place at the right time with the right skills.


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