Succession Planning Process Template
Succession Planning Process
Succession planning is a systematic approach to:
Building a leadership pipeline/talent pool to ensure leadership
Developing potential successors in ways that best fit their
Identifying the best candidates for categories of positions
Concentrating resources on the talent development process
yielding a greater return on investment.
Succession planning recognizes that some jobs are the lifeblood
of the organization and too critical to be left vacant or filled by
any but the best qualified persons. Effectively done, succession
planning is critical to mission success and creates an effective
process for recognizing, developing, and retaining top leadership
There are several factors typically found in successful succession
planning initiatives. For example:
Senior leaders are personally involved.
Senior leaders hold themselves accountable for growing
Employees are committed to their own self-development.
Success is based on a business case for long-term needs.
Succession is linked to strategic planning and investment in
Workforce da ta and analysis inform the process.
Leadership competencies are identified and used for selection
A pool of talent is identified and developed early for long-term
September 2005 1
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