Succession Planning - Tools & Templates

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,...

Talent Profile Guide

This template will help managers document their employees' credentials to understand if they are a proper fit for talent pools.

Key Roles Succession Planning Tool

Succession planning mitigates the risk of lost knowledge by ensuring you consistently have the required skills and knowledge to meet business goals. Use this tool to...
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