Flexible Succession Planning Tracking Tool


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Tracking your succession plan and frequently updating it with the most recent information are crucial to maintaining a relevant and effective succession plan. Ensure you are continuously tracking critical roles and expanding your succession talent by incorporating role groupings. Use the Flexible Succession Planning Tracking Tool to:

  • Identify critical roles and create respective role profiles.
  • Create role groups and respective role group profiles.
  • Identify non-grouped critical roles that require a traditional succession planning approach.

Tracking is key to management of the plan and will provide you with the right information you need at the right time.

Solution Set Steps

  1. Set succession plan goals and assess readiness
  2. Identify critical roles & role groups
    • Flexible Succession Planning Tracking Tool
  3. Identify potential successors and create talent pools
  4. Define framework for successor selection and transition process

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