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Succession Planning


Succession Planning

Class Description

One of the consequences of our aging state workforce is that today we are seeing employees move quickly into positions of greater leadership and technical responsibility.  For this reason our succession planning strategies can no longer rely on employees getting years of on-the-job experience to prepare them to fill critical positions within our organizations.  Today's organizations need to be much more methodical about implementing succession planning strategies that will more quickly develop and sustain a highly capable workforce.  Join us in this session to learn about new succession planning tools, resources and case studies to help you implement an effective succession plan in your organization.


Jeff Douglas

Jeff Douglas has over 25 years of experience in the public sector working in management and as an internal consultant with subject matter expertise in a wide variety of organization development and talent management topics.  Jeff currently serves as Chief of the Workforce Development and Special Projects Division at the California Department of Human Resources.  Jeff has served as President of the Sacramento Area Organization Development Network and Chair of the California Network of Learning Professionals Board.  Jeff holds a B.S. degree in Business, Accounting from California State University Fresno and he is a retired Major from the California Air National Guard.

Michelle Tucker

Michelle Tucker is currently the Chief of the Office of Enterprise Risk Management.  Previously, Michelle was an Assistant Division Chief in the Division of Human Resources.  Michelle has participated in NCHRP project panels on enterprise risk management and cross-training, serves on the TRB Knowledge Management Task Force and has presented to TRB and AASHTO bodies on topics of enterprise risk management, knowledge transfer, and succession and workforce planning.

Erin Carvel

Erin Carvel has a bachelor’s degree in Human Development from UC Davis and has worked in the public sector for seven years in case management and human resources.  She joined the Franchise Tax Board family in 2014 to serve as the enterprise Workforce Planner.  She supervises staff in the Organizational and Employee Development Services unit.

Katie Hagen

Katrina Hagen was recently appointed as the Deputy Director of Operations at CalHR in March 2015.   Ms. Hagen served as the Chief of Human Resources, CalPERS for the last three years.  Prior to joining CalPERS she served five years as the Workforce Development Deputy Director of Human Resources, California Prison Health Care Services.  Before that, she worked at the California Department of Corrections and Rehabilitation, where she was the Assistant Deputy Director of the Office of Peace Officer Selection.  Ms. Hagen is also an adjunct professor at the University of San Francisco (USF), teaching public policy analysis, human resources management, leadership development and organizational communication. Ms. Hagen is a graduate of Humboldt State University and holds a Master’s in Public Administration from USF.

Updated 5/27/2015
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