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Succession Planning Guide and Toolkit

What happens if your most critical person hands in their notice tomorrow? If the answer is "we'd scramble," meet the Succession Planning Guide and Toolkit. It walks you step by step through building a succession plan your leaders will actually use.

It's designed for leaders and HR professionals in organizations of roughly 20 to 2,000 employees. The resource pairs a practical five-step guide with 12 ready-to-use forms and communication templates.

You work through the steps in order:
  1. Identify your key positions.
  2. Identify your key talent.
  3. Assess where you stand today.
  4. Build learning and development plans.
  5. Set up a monitoring routine that keeps the plan current year after year.

It works for private companies, municipalities, non-profits, co-ops and healthcare organizations, and you don't need an HR department to run it. Pick one owner and follow the 90-day roadmap. You'll come out with a ranked list of key positions, a calibrated 9 Box view of your talent, and a clear picture of where your bench is strong and where you're exposed. Experienced HR professionals built it to make the conversation most leadership teams keep putting off clear and manageable.

Get access today for immediate entry to the full Succession Planning Guide and all 12 tools in the Toolkit. That includes scoring guides, the 9 Box Grid, learning and development plans, a knowledge transfer plan and ready-to-send launch communications.

Don't wait for a resignation letter to start planning. Build your bench now, so the next departure is a transition, not a crisis.

$249

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Business Continuity

A Deeper Leadership Bench

Stronger Retention

KEY BENEFITS OF OUR TOOL

Fair, Defensible Talent Decisions

Critical Knowledge Living In One Person's Head
Scrambling To Fill Key Roles After Someone Leaves
Strong Employees Leaving For Lack Of A Visible Career Path
Promotion Decisions Resting On One Manager's Opinion
Successor Lists That Never Turn Into Real Development
Plans That Live In A Binder And Never Get Revisited

Before using the Tool:

Key Knowledge Documented And Shared Before Departures Happen
A Developing Bench For Every Imperative Position
Engaged Employees Who Can See A Path Forward
Talent Decisions Built On Shared, Calibrated Criteria
Development Plans People Are Actively Working On
A Simple Quarterly And Annual Routine That Keeps The Plan Current

After Using The Tool:

Stronger bench. Smoother transitions.

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Ready to get started?
Download your Succession Planning Guide and Toolkit today and build a plan that keeps your organization steady, your people growing and your next leadership transition on your terms.