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Holistic Succession & Transition Planning

Price

275.00

Duration

4 - Weeks

Time & Location

Dates: Oct 1 - Oct 22, 2025, Live webinars on Wednesdays (recorded for later viewing)

Time: 11:30 AM – 12:00 PM MST (please note time zone!)

Scholarship Deadline: September 25, 2025

Registration Deadline: October 1, 2025

Instructor: HMI Certified Educator Kelly Sidoryk

Cost: $275, includes learning materials


Overview

Planning for the future of your farm, ranch, or land-based business isn’t just about legal documents—it’s about values, relationships, and clarity. This 4-week online course offers a supportive and practical space to explore succession and transition planning through a holistic lens.


Led by longtime rancher and Holistic Management educator Kelly Sidoryk, the course will help you begin—or deepen—the process of planning for long-term continuity, whether you're preparing to pass the torch or step into a leadership role.


In this course you will:

  • Explore succession as a process—not a single event

  • Experiment with tools to help communicate clearly and compassionately with family or team members

  • Identify key roles, responsibilities, and values in your operation

  • Use your Holistic Goal to guide decisions and reduce conflict

  • Begin mapping a plan that reflects both personal and business needs


This course is designed for farm and ranch families, multigenerational teams, and anyone navigating the complex—but essential—work of transition planning. Whether you're at the start of the journey or facing tough decisions now, this course will offer tools, reflection, and encouragement.


Join us and start building a future that honors your land, your legacy, and your relationships.


Fee & Financial Assistance


Money-Back Guarantee

HMI stands behind our training programs. If you participate fully in this training program by attending all sessions and completing all assignments satisfactorily, and if you are not completely satisfied within 10 days of program completion, we will refund your registration fees.


Technology /Language Requirements

  • Computer (PC or Mac are fine)

  • Reliable high-speed internet access

  • Internet browser (Explorer, Chrome, Firefox, or Safari)

  • Microsoft Word and Excel

  • Telephone (cell or landline) OR Microphone

  • E-mail address

  • All classes are taught in English (unless otherwise specified)

Your Presenter(s):

Kelly Sidoryk, Professional HMI Certified Educator, Owner/Operator at KW Cattle Co. Ltd. 


Kelly and her husband Mike live near Lloydminster, Alberta, Canada where they operate a family ranch running owned and custom yearling cattle with a small cow herd. They also have another ranch near Debden, Saskatchewan. Kelly has been involved with Holistic Management for close to 25 years. She became an HMI Certified Educator in the late 1980s and has taught a number of courses and has worked with many family producers and management groups. One area of focus for Kelly has been the "human" piece, particularly in the area of succession planning as many operations and teams work through the process of transitioning to the next generation. Kelly’s father, Dennis Wobeser was an HMI Board member and upon his end of term, Kelly took his place as HMI’s Canadian representative. Instagram: https://www.instagram.com/kellysidoryk/


Thank you to our collaborators and funders.

Join Our Journey!

 Get the Latest News & Updates

Scholarship funding support comes from the

L&L Nippert Charitable Foundation

Contact Us

EMAIL

ADDRESS

2425 San Pedro NE, Ste. A

Albuquerque, NM 87110

PHONE

505-842-5252

Holistic Management® is a registered trademark of Holistic Management International. Copyright © 2025 - Holistic Management International. All content is subject to copyright.

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