Succession Planning Services

Identify, select, and develop your next generation of leaders

Nobody stays in the same job forever; illness, retirement, and turnover of key employees are unavoidable. Succession planning provides your company with a roadmap to ensure continuity when these changes occur. A good succession plan is objective and data-driven. It defines key roles, identifies succession candidates, systematically measures their strengths, and guides their talent development. This process ensures your future leaders will be ready to take on their new role when the time comes.

For over 50 years, SIGMA’s experts have combined evidence-based theory with practical industry experience to deliver effective business succession planning services. We can help prepare you to succeed during times of organizational change.

Succession Planning Training

SIMPLE Succession Planning Certification

SIGMA’s Succession Planning Training delivers the knowledge and tools you need to build and execute dynamic succession plans.

Succession Planning Consulting

Succession Planning Launch Series

SIGMA’s Succession Planning Launch Series delivers a custom Succession Plan for each member of your Leadership Team.

Unsure which is best for your organization?

I recently went through the Sigma Succession Planning Training and it was phenomenal. I am in the process of standardizing our succession processes across our Americas region and this is exactly what I wanted. Brittney and Helen gave me the resources I needed to help my team be able to easily understand how to identify critical roles easier and then begin to build out each of their benches in a methodical way. I can’t wait to start using all the tools!

Jen Kilman
Director, Talent Development Omron Management Center of America

Following SIGMA’s Launch Series, clients report feeling “very prepared” to begin implementing their company’s own succession plan

Launch Series Participant

The booklets and templates are an absolute must in order to get more comfortable with the process and practice

Sarah Lehman
Succession Planning Training Participant

Perfect the way it is

Lisa Cleaver
Succession Planning Training Participant

[SIGMA’s Succession Planning Training] was a very interactive session and I was able to ask all the questions I needed. Brittney and Helen were able to answer all of my questions and the information they shared was phenomenal.

Jen Kilman
Director, Talent Development Omron Management Center of America

Participants in SIGMA’s Launch Series said the activities included in the session were “extremely helpful”

Launch Series Participant

The instructors are so knowledgeable and that came through very strongly

Sarah Lehman
Succession Planning Training Participant

This went above my expectations. I am already working on how to implement [my succession plan]

Jen Kilman
Director, Talent Development Omron Management Center of America

The workbook was very detailed and easy to use. It is a great resource for moving forward with our planning.

Launch Series Participant

The tools are user friendly and I have had success in launching Phase 1 of our SP initiatives within our NA organization

Lisa Cleaver
Succession Planning Training Participant

Excellent program and great materials. Erica did a great job facilitating the discussions and explaining the process and how best to implement the program.

Launch Series Participant

This was packed full of information and could easily be expanded into a week of work with practice and discussion

Sarah Lehman
Succession Planning Training Participant

The information was presented in a clear and straight-forward manner.

Succession Planning Webinar Participant

Well-structured, good presenter, good methodology

Succession Planning Webinar Participant

Good content and lots of resources available

Succession Planning Webinar Participant

The information was presented in a clear and straight forward manner

Succession Planning Webinar Participant

Succession Planning Resources

SIGMA offers powerful business succession planning resources to help guide you through our dynamic six-step succession planning process.

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Succession Planning Template Library

Gain access to powerful succession planning templates to support your planning process.

Succession Planning

Succession Planning FAQ

Get answers to some of our most commonly asked questions about succession planning. 

Free succession guide download

Succession Guide Download

SIGMA’s Succession Guide leads users through our planning process with useful resources for each stage.

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Succession Planning Webinar

Learn how to use SIGMA’s Succession Planning Framework to kickstart your planning process


Determine which roles your organization should target through its succession program.

Identify critical roles for succession planning
Build success profiles for talent development


Describe the talent composition required for each critical role today and in the future.


Choose candidates for each critical role through a nomination survey.

Nominate succession candidates
Assessing succession planning needs


Summarize each candidate’s talent profile and identify gaps to target through development.


Prepare development plans for candidates and track their development activities.

Measure Progress
Measuring Progress


Measure the impact of your succession plan.

Our Credentials

SIGMA is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®.
SIGMA has also been pre-approved by the ATD Certification Institute to offer educational programs that can be
used towards initial eligibility and recertification of the Certified Professional in Talent Development (CPTD)
and Associate Professional in Talent Development (APTD) credentials.

succession planning
leadership development

Build on the strength of your leadership.

Contact our team of succession planning consultants to learn more about our offerings and find out how we can help your organization put a strong succession planning strategy in place.

Speak with a succession planning expert


Glen Harrison
Vice President

Would you like to know more about SIGMA’s succession planning services? Talk to one of our experts today! Glen Harrison oversees SIGMA’s succession planning consultants and manages our sales and marketing. Glen helps leaders and HR professionals enhance their understanding of how SIGMA’s products and services can be used to realize potential within their organizations. Contact Glen today to learn how SIGMA can help your organization create a customized and effective succession plan.