Tagged - design a succession plan

Role Transition Plan Template

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

Succession Planning Workflow Tool

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.

Individual Talent Profile Template

Use this template to assess an employee against the role profile of a critical role.

Succession Plan Template

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

Knowledge Transfer Job Aid

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

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...
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Design a High-Value Succession Planning Program Storyboard

Only 45% of HR professionals report that their organization has a succession plan. Of those, only 21% reported having a formal succession plan. (SHRM, 2021). Use this...

Design a High-Value Succession Planning Program Executive Briefing

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

Case Studies: Design a High-Value Succession Planning Program

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

Job Aid: Build an Emergency Succession Plan

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