The workbook includes editable templates which will help guide your team through the process of succession planning. To help guide you through using the templates in greater detail, we have created this comprehensive guide. The guide gives additional information on why and how to complete each section of the templates.
Included as one of the templates is our free, downloadable pre-succession planning checklist. You will be able to gather and document the organizational and role-specific information needed to build a foundation for a succession plan. Also included is the critical positions identification process, which includes our retirement risk factor chart. The other available templates are: success profile worksheet; success profile assessment matrix; development plan; knowledge loss risks and priorities identifier; at-risk knowledge questionnaire; and implementation timeline.
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to download our succession planning workbook, including our interactive templates and you’ll be on your way to developing an effective succession plan for your company.