Free Template

Succession Planning Process Template

Secure your organization's future with a comprehensive succession planning process using our Google Sheets template. Create smooth leadership transitions!

Free Template

Succession Planning Process Template

Secure your organization's future with a comprehensive succession planning process using our Google Sheets template. Create smooth leadership transitions!

What is a Succession Planning Process Plan?


A succession planning process plan is a strategy used by Human Resources teams to ensure that the organization is prepared for the transition of new and retiring leaders. It is designed to identify and develop new leaders who can replace leaders when they retire or leave the organization. The plan outlines the focus areas, objectives, and actions that will help to create a seamless transition. It also helps to provide a structure for tracking the progress of the transition.

What's included in this Succession Planning Process Plan template?

 

  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

 

Who is the Succession Planning Process Plan template for?


The succession planning process plan template is designed for Human Resources teams of all sizes and industries. It can be used to create a succession plan to identify and develop new leaders who can replace leaders when they retire or leave the organization.

1. Define clear examples of your focus areas


Focus areas are the broad goals that are necessary for the strategy. Examples of focus areas for a succession planning process plan include Identify and Develop Leaders, Evaluate Current Leaders, and Develop and Retain Leaders.

2. Think about the objectives that could fall under that focus area


Objectives are the measurable goals that need to be achieved in order to complete the strategy. Examples of objectives for the Identify and Develop Leaders focus area include Create an effective succession plan and Ensure a smooth transition.

3. Set measurable targets (KPIs) to tackle the objective


Key Performance Indicators (KPIs) are the measurable targets that need to be achieved in order to complete an objective. For example, a KPI for the objective Create an effective succession plan could be to reduce the time to fill a leadership role.

4. Implement related projects to achieve the KPIs


Projects (also known as actions) are the initiatives that need to be completed in order to achieve the KPIs. For example, to achieve the KPI to reduce the time to fill a leadership role, a project could be to develop a comprehensive succession planning process.

5. Move forward faster with Cascade Strategy Execution Software

If you're ready to accelerate your strategy and see faster results, consider using Cascade Strategy Execution Software. Unlike spreadsheets, Cascade provides a streamlined platform designed to help you create, track, and execute your strategy with ease. Sign-up for free or book a demo with one of our strategy experts to get started today!

Succession Planning Process Template

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