Tagged - design a succession plan

Succession Planning Presentation Template

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

Role Transition Plan Template

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

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.

Success Profile Template

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

Executive Succession Planning Workbook

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

Job Aid: Build an Emergency Succession Plan

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

Individual Talent Profile Template

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

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.
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