The Succession Nomination Survey is a simple tool that can be used to identify which candidates to consider for succession into the critical roles you identified in Stage 1. Think of this step as taking an inventory of your available talent. We recommend completing the Nomination Survey for all staff relevant to the role you are planning for, not only the top succession candidates. Consider looking for succession candidates beyond your functional area to other teams and departments to see if employees in a different area might be good nominees.

The Succession Nomination Survey asks you to indicate the name of the candidate and the role they are being considered for. Then, rate each candidate on two criteria:

Confidence in Ability to Perform

Evaluate how confident you are that the person would be able to successfully perform the role they are being considered for.


Based on your knowledge of the candidate, rate how long you think it will be until they are ready to move into the role.

When completing the Succession Nomination Survey, it is important to gather information from multiple sources, including the current incumbent in the role, senior management and succession advisory teams, as well as leaders, peers, and direct reports of the candidate. You can record any relevant information in the comment box to add context to your evaluation. Further information about nominating successors can be found in our post about Succession Planning: Nominating Successors.

Once you have completed a Nomination Survey for all potential succession candidates, you can compile the results and discuss the ratings with your succession team. There should be general agreement amongst the team on each candidate’s potential and readiness. This discussion will help you with the next stage of succession planning, building your Succession Bench.

Download SIGMA’s SIMPLE SUCCESSION TEMPLATE GUIDE for Succession Planning Templates for each stage of your Succession Planning Process

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.