Succession Plan Template

Author(s): Shwetha Chandrashekhar, Rudolf du Toit, Laura Ribadeneira

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Succession planning is complex. Leverage this template to bring clarity to who your successors are. Use the Succession Plan Template to:

  • List and keep track of all your critical roles.
  • Document potential successors based on their readiness level.

Use this template to ensure your succession plan is accurate and includes all of your critical roles.

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