Succession Planning and Management Tool

Table of Contents

• Introduction
• The Business Case
• What is Succession Planning and Management?
• How Does Succession Planning and Management Link With Integrated HR and Business Planning?
• Planning Considerations
  • Assess the current state of succession planning in your organization
  • Assess the desired state and begin the planning process
• Steps and Considerations
  • Respecting the key values of transparency, fairness, and accessibility
  • The Five-step process
    • Step 1. Identify key areas and key positions
    • Step 2. Identify capabilities for key areas and positions
    • Step 3. Identify interested employees and assess them against capabilities
    • Step 4. Develop and implement succession and knowledge transfer plans
    • Step 5. Evaluate effectiveness
• Who are the various players and what are their roles?
  • Deputy heads
  • All levels of management
  • Employees
  • Human Resources
• Critical Success Factors
• Examples of Departmental Practices
• Frequently Asked Questions
• Additional Sources of Information
• Additional Reference Material
• Appendix A: Sample Template for an Employee Profile
• Appendix B: Sample Template for a Key Position Profile
• Endnotes