Succession Planning Template and Guide

Succession planning is not a "nice to have". It is a necessary part of any organisation's ability to reduce risk, create a proven leadership model, preserve organisational memories, smooth business continuity and improve staff morale. The only readily identifiable reason for an organisation to fail to plan for succession is a lack of appreciation of the risks that not planning brings.

Development of a succession planning system is not difficult, but does require executive leadership and commitment. Despite the low level of difficulty, errors in developing succession planning systems are common. 

Change Factory has developed a tool to help you plan for succession. Included in this package is an Excel template that allows you to:

• Define twenty competencies at up to five levels of capability
• Enter general details and competencies required for twenty five jobs
• Create a record of competences held by the incumbent and up to four potential candidates
• Document the succession strategy including required tarining for preferred candidates
• Record the succession risk level for each job
• Read the summary status and strategy for up to twenty-five jobs on a single worksheet.
  
  

The template is easy to use, and guides you through each step clearly and succinctly.

Below is an image of the instruction page:

The individual job input page is shown below. The pertinent data from these pages are displayed on a summary page for ease of discussion at succession planning meetings.

 US$24.95

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