Tagged - identify critical roles

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.

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.

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.

Case Studies: Design a High-Value Succession Planning Program

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

Success Profile Template

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

Tailor Succession Planning for Executive Roles

Use this resource to tailor succession planning for executive roles in order to effectively assess, identify, develop, and select executive successors.
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