Succession Planning - Tools & Templates

Case Studies: Design a High-Value Succession Planning Program

Refer to these case studies for examples of how organizations have implemented succession planning programs.

Workshop: Design a High-Value Succession Planning Program

Use this workshop outline to complete a three-day workshop for the design a high-value succession planning program project.

Individual Talent Profile Template

Use this template to assess an employee against the role profile of a critical role.

Succession Planning Workflow Tool

Use this tool to capture all the key components of your succession plan prior to designing it, such as your integrated talent management functions, key stakeholders, and...

Succession Planning Program Charter Template

Use this template to document the direction of your succession planning program.

Role Profile Template

Use this template to outline the minimum requirements for your critical roles.

Succession Plan Template

Use this template to record your organization's succession plan.

Knowledge Transfer Job Aid

Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.

Role Transition Plan Template

Use this template in conjunction with the Knowledge Transfer Job Aid to effectively track the transition between roles.

Flexible Succession Planning Tracking Tool

This tool will help you document and track the components of your flexible succession planning, including critical roles, role profiles, role groups, role group profiles,...
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