Succession planning

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 is complex. Take a systematic approach to address all the moving parts.

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 decrease talent acquisition cost. Succession planning is.

Research Snapshot: Design a High-Value Succession Planning Program

Note: Talent Management

Use this research snapshot to take a systematic approach to address all parts of succession planning.

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.

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.

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.

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.

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.

Job Aid: Build an Emergency Succession Plan

Tools And Templates: Talent Management

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

Succession Planning Conversations Guide

Note: Talent Management

Use this guide to prepare communicators to have effective conversations with succession candidates at various readiness levels.

Flexible Succession Planning Tracking Tool

Tools And Templates: Talent Management

Use this tool to group critical roles, create role group profiles, fill talent pools for each role group, and assess employee readiness to assume a role within the role group.

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.

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.

DEI Lens: Design a High-Value Succession Planning Program

Note: Talent Management

Use this download to review the diversity, equity, and inclusion considerations when designing a high-value succession planning program.

Guide to Identifying Critical Roles

Note: Talent Management

Use this research to support key players in identifying critical roles to enable effective succession and workforce 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.

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.

Consulting Services

Consulting Services

McLean & Company's consulting services are designed to revolutionize your HR department and drive measurable value. Lastly, McLean & Company provides a range of services for leadership development, including succession planning tools and frameworks, executive leadership alignment strategies, and developing high-potential employees. With a team of.