Signature 2022 Conference
The must-attend conference for HR leaders where insights and practical advice are brought to life.

Implement Flexible Succession Plans to Support Organizational Continuity

Design agility into succession plans to increase bench strength and responsiveness to planned and unplanned vacancies.

Onsite Workshop

Without a proper succession plan, organizations are at risk of:

  • Inefficiencies and decreased productivity from shifted workload.
  • Knowledge loss, reducing the organization’s ability to grow and innovate.
  • Increased recruitment costs associated with hiring externally.

Effective succession planning results in:

  • Increased retention and reduced recruitment and turnover costs.
  • Reduced time to fill vacant critical positions.
  • Improved career development cross-functionally and deliberately.

Module 1: Set Goals, Assess Key TM Practices, and Create Role Profiles

The Purpose

  • Make the case for designing an agile succession plan.
  • Set SMART goals and objectives.
  • Identify key gaps.

Key Benefits Achieved

  • Use McLean & Company’s framework to add flexibility to succession plans.
  • A vision for the succession planning process.
  • A plan of action to address gaps and integrate talent management practices.

Activities: Outputs:
1.1 Set succession planning goals and objectives.
  • Succession planning goals, objectives, and metrics of success
1.2 Assess key talent management (TM) practices that support succession planning.
  • Assessment of TM practices
  • Plan of action to address any TM gaps
1.3 Identify critical roles and create individual role profiles.
  • Completed role profiles

Module 2: Create Role Groups and Prepare to Populate Talent Pools

The Purpose

  • Organize and profile roles to create talent pools.
  • Prepare for talent calibration sessions.

Key Benefits Achieved

  • Critical roles identified.
  • Talent pools populated.

Activities: Outputs:
2.1 Group like roles.
  • Role groups identified and their profiles defined
2.2 Create role group profiles.
2.3 Determine minimum criteria for employees to be placed in talent pool.
  • Minimum criteria for talent pools identified
2.4 Set up process to gather information on talent.
  • Process to gather employee information set
2.5 Prepare for calibration sessions.
  • Prepared to conduct talent calibration sessions

Module 3: Define Implementation Action Plan

The Purpose

  • Prepare to develop talent.
  • Roll out succession planning program.

Key Benefits Achieved

  • Developed employees to succeed into key gaps.

Activities: Outputs:
3.1 Plan for development.
  • Plan of action for employee development
3.2 Define your selection process.
  • Defined selection process
3.3 Determine the rollout plan.
  • Identified succession planning implementation and maintenance plan

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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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