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Customize this template to create a succession planning presentation to share with stakeholders.
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Use this template in conjunction with the Knowledge Transfer Job Aid to effectively track the transition between roles.
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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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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...
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Use this executive briefing to make the case to your executive team for designing a high-value succession planning program.
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Use this template to record your organization's succession plan.
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Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.
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Refer to these case studies for examples of how organizations have implemented succession planning programs.
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Use this template to outline the minimum requirements for your critical roles.
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Use this workbook in conjunction with McLean & Company's Tailor Succession Planning for Executive Roles.
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