Design a High-Value Succession Planning Program
Succession planning is complex. Take a systematic approach to address all of the moving parts.
Onsite Workshop
Without a succession planning program:
- Business continuity and daily operations could suffer from gaps
- Engagement and retention of employees can drop
With a succession planning program:
- The organization ensures its critical roles are safeguarded from unexpected vacancies
- Institutional knowledge is kept within the organization
- Employees are engaged through development efforts related to the succession plan
Module 1: Set Program Direction
The Purpose
- Set your succession planning project up right by establishing the program direction
Key Benefits Achieved
- Program direction and key criteria are set
- Program is ready to move forward with design
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Articulate the need for succession planning |
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| 1.2 | Identify enabling HR programs and gaps |
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| 1.3 | Establish program goals and metrics |
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| 1.4 | Customize the Critical Role Identifier tool |
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Module 2: Design the Succession Planning Process
The Purpose
- Design your succession planning program
- Customize related tools and templates
Key Benefits Achieved
- Succession planning program designed and ready for launch
- Tools and templates customized to the organization’s employees and critical roles
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Develop Role Profile Template and process |
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| 2.2 | Develop Talent Profile Template and process |
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| 2.3 | Determine how to identify employees |
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| 2.4 | Define talent readiness and customize the Succession Plan Template |
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| 2.5 | Design successor identification process and meetings |
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Module 3: Prepare for Program Launch & Communication
The Purpose
- Prepare for the launch of the succession planning program by outlining logistics and communications
- Determine how institutional knowledge will be retained come vacancies
Key Benefits Achieved
- Communication plan and logistics ready to launch
- Process to retain institutional knowledge is determined
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Outline successor development and knowledge transfer process |
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| 3.2 | Determine how critical roles will be filled |
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| 3.3 | Outline logistics for implementation and program management |
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| 3.4 | Create communications |
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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
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