THE SIMPLE SUCCESSION PLANNING TEMPLATE 

Our Succession Planning template, available in this free download, will walk you through what is required at each stage of the succession process along with some helpful tips to get you started.

Inside, you’ll find functional templates and tools to help you along every stage of your Succession Planning Process including:

Measuring the maturity of your current process

Succession Planning Template: Succession Planning Checklist

Determining where to focus limited resources

Succession Planning Template: Critical Role Identification Questionnaire

Defining what is required for success in each role

Succession Planning Template: Success Profile

Identifying Succession candidates

Succession Planning Template: Succession Nomination Survey

Building and measuring your talent bench

Succession Planning Template: Succession Bench

Documenting development needs, tracking progress and identifying development opportunities

Succession Planning Template: Development Plan

Measuring and communicating success

Succession Planning Template: Talent Progress Scorecard

Need Help Getting Started?

SIGMA’s Succession Planning Launch Series offers a simple and cost-effective way to build a robust Succession Planning process and ensure your organization’s leadership is positioned for success and prepared for the unknown.

Contact us to learn how we deliver a full year Succession Implementation Plan for each member of your leadership team in just two half-day workshops.