Succession Candidate Nomination Tool

The Succession Nomination Survey Template 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 of the succession planning process. Think of this step as taking an inventory of your available talent. We recommend completing the Succession Nomination Survey Template for all staff relevant to the critical 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 succession nominees.

Succession Nomination Survey Template by SIGMA Assessment Systems

Succession Nomination Survey

How to Use the Succession Nomination Survey Template

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

1. Indicate the Name and Position of the Candidate

The Succession Nomination questionnaire asks you to indicate the name of the candidate and the role they are being considered for. Again, we recommend doing this exercise for all relevant candidates, not only the top succession candidates.

2. Rate Your Confidence in Succession Candidate’s Ability to Perform

Evaluate how confident you are that the succession candidate would be able to successfully perform the role they are being considered for Ratings will range from not at all confident to very confident.

3. Rate the Succession Candidate’s Readiness for the Role

Based on your knowledge of the succession candidate, rate how long you think it will be until they are ready to move into the role. Ratings will range from “ready now” to “never ready.”

Ensure Continuity with Effective Leadership Succession Planning Models

When completing the Succession Nomination Survey Template, 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 succession 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 Succession 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 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.

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