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.

Job Aid: Build an Emergency Succession Plan

Use this job aid for guidance when preparing an emergency succession plan.

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.

Role Transition Plan Template

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

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.
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