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.

Design a High-Value Succession Planning Program Storyboard

Succession planning has been rated the least effective or second least effective area of HR for five years in a row according to McLean & Company's HR Trends Report. Use...

Individual Talent Profile Template

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

Design a High-Value Succession Planning Program

Succession planning has been rated the least effective or second least effective area of HR for five years in a row (McLean & Company HR Trends Report, 2014-2018). Design...
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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.

Webinar: High-Value Succession Planning: Three Impactful Things You Can Do

Launch the High-Value Succession Planning webinar hosted by McLean & Company.

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.

Online Workshop: Design a High-Value Succession Planning Program

Engage McLean & Company facilitators to lead your team through the Succession Planning Program workshop online.
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