Succession planning

CEO Succession Planning

Note: HR Strategy

This guide provides an overview of the key dimensions to guide HR executives toward successfully developing, implementing, and reviewing a CEO succession plan.

CEO succession planning is crucial to the success of every organization. An effective approach will serve to reduce disruption and mitigate risks that can occur with changes in CEO leadership. Navigate these key dimensions to proactively implement a CEO succession plan: AlignIdentify, assess, prepare Document & iterate.

Design a High-Value Succession Planning Program

Blueprint: Talent Management

As succession planning is a high-stakes, complex, and resource-intensive initiative, implementing it poorly can do you more harm than good. Use this blueprint to systematically design a succession planning program that will decrease business disruption, improve retention of top talent, and...

Succession Planning

Academy Course: Talent Management

After completing this course, learners will be equipped to successfully build a succession plan using the four key principles that should frame a succession plan and McLean & Company’s five-step succession planning process.

Succession Planning Presentation Template

Tools And Templates: Talent Management

Customize this template to create a succession planning presentation to share with stakeholders.

Succession Plan Template

Tools And Templates: Talent Management

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

Workshop Overview: Design a High-Value Succession Planning Program

Note: HR Strategy

Engage McLean & Company facilitators to lead your team through the Design a High-Value Succession Planning Program workshop.

Case Studies: Design a High-Value Succession Planning Program

Case Study: Talent Management

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

Role Transition Plan Template

Tools And Templates: Talent Management

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

Tailor Succession Planning for Executive Roles

Note: Talent Management

Use this resource to tailor succession planning for executive roles in order to effectively assess, identify, develop, and select executive successors.

Succession Planning Workflow Tool

Tools And Templates: Talent Management

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 players, and tools.

Executive Succession Planning Workbook

Tools And Templates: Talent Management

Use this workbook in conjunction with McLean & Company's Tailor Succession Planning for Executive Roles.

Job Aid: Build an Emergency Succession Plan

Tools And Templates: Talent Management

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

Knowledge Transfer Job Aid

Tools And Templates: Talent Management

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 Executive Briefing

Note: Talent Management

Use this executive briefing to make the case to your executive team for designing a high-value succession planning program.

Success Profile Template

Tools And Templates: Talent Acquisition

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

Academy | Succession Planning Module 1

Video: Learning & Development

Academy | Succession Planning Module 1

Academy | Succession Planning Module 1. academy. video. Learning & Development. Academy | Succession Planning Module 1.

Academy | Succession Planning Introduction

Video: Learning & Development

Academy | Succession Planning Introduction

Academy | Succession Planning Introduction. academy. video. Learning & Development. Academy | Succession Planning Introduction.

Academy | Succession Planning Module 4

Video: Learning & Development

Academy | Succession Planning Module 4

Academy | Succession Planning Module 4. academy. video. Learning & Development. Academy | Succession Planning Module 4.

Academy | Succession Planning Module 2

Video: Learning & Development

Academy | Succession Planning Module 2

Academy | Succession Planning Module 2. academy. video. Learning & Development. Academy | Succession Planning Module 2.

Academy | Succession Planning Module 3

Video: Learning & Development

Academy | Succession Planning Module 3

Academy | Succession Planning Module 3. academy. video. Learning & Development. Academy | Succession Planning Module 3.