What Should You Look For In A Succession Planning Consultant?

In a previous post, we talked about the benefits of using a succession planning consultant, and how leveraging this outside expertise can add structure and objectivity to your process. With so many options available, selecting a succession planning consultant that is right for your company can be a challenge. That’s why we’ve put together a helpful checklist to make selecting a succession planning consultant simpler. We can help ensure you choose a consultant who can deliver a robust and customized succession plan for your organization.

1. Understand Their Succession Planning Process

Make sure that your succession consultant has a formal succession plan that outlines each step of the process in detail. Take the time to ask prospective consultants about their estimated timeline for each step of the succession planning process. Make sure that your consultant used a strong scientific foundation but can also be flexible to adjust to the needs of your organization.

2. Look Into the Support Services Offered

Ask potential candidates about the support materials they provide to you throughout the succession planning process. Some examples include:

  • Executive coaching
  • Succession planning templates
  • Library of resources for specific questions or topics
  • Easy to use guides and workbooks

These may seem like nice to have extras but the support and resources your consultant is able to offer makes a big difference in the result of your succession plan.

3. Find a Succession Planning Consultant with Experience

Look for a succession planning consultant that fits the needs of your company. This goes beyond time in the industry but the types of experience they have in regards to succession planning. Have they worked with multiple industry? Do they have experience with both small and large organizations? Do they have demonstrated abilities in leadership coaching? These are just some of the questions you should ask your prospective succession planning consultant.

Succession Planning Consultant Checklist

The succession planning consultant checklist is a free resource to help you find the right succession planning consultant for your organization. Selecting a succession planning consultant can be difficult. This resource will make evaluating potential consultants a little easier.

Selecting a succession planning consultant with the succession planning consultant checklist
Succession Planning Consultant Checklist

How SIGMA Can Help

At SIGMA, we make succession planning easy. Visit our Launch Series page to see how we can offer your company a custom succession plan in just 4 to 6 weeks. For more resources, check out our Template Library, download our free Simple Succession Planning Guide, or contact us for more information.