Succession Planning Checklist

The Succession Planning Template is an essential tool for HR managers to ensure a smooth transition in leadership by systematically identifying and developing future leaders. It begins by assessing the current leadership needs, helping you analyze skills gaps and pinpoint key roles. The template then guides you through identifying potential internal and external candidates based on performance, leadership potential, and growth capacity.

This template also emphasizes the development of leadership competencies through tailored training programs, mentoring, and workshops. It provides a structured approach for creating a formal succession plan, including timelines, resource allocation, and communication strategies. Furthermore, it ensures legal and ethical compliance, supports diversity and inclusion in leadership roles, and facilitates the long-term sustainability of your succession planning process. Regular monitoring and post-transition evaluations are also included to refine the strategy continuously.