Succession Planning SERVICES

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Succession planning is a critical aspect of any organization’s long-term success. It provides a roadmap for ensuring continuity during times of change. Whether it’s due to retirement, promotion, or unforeseen circumstances, having a well-designed succession plan in place is essential for smoothly transitioning leadership roles and maintaining business momentum.

For more than 50 years, SIGMA’s experts have combined evidence-based theory with practical industry experience to deliver effective succession planning services. Explore our services below.

SIGMA’s Succession Planning Services

Succession Planning Launch

Need a succession plan today?

Get started immediately with SIGMA’s Succession Planning Launch. Our consultants deliver a detailed succession plan for each of your leaders in just six weeks.

Custom Succession Planning Consulting

Seeking a customized succession planning solution?

Our consultants work with you to create a project plan that meets the unique needs of your organization. Engagements can be as large or as small as needed.

Insure the Implementation

67% of strategic plans fail due to poor execution. Don’t let your succession plan become one of them.
SIGMA offers Succession Transition services that help you ensure your plan is implemented properly and on time.

Not sure what your organization needs?

Take SIGMA’s succession planning quiz to learn about the state of your succession planning process and find out which SIGMA solution is right for you.

Trusted by over 8,500 organizations across North America, including:

Canada Border Services Agency
Sonesta Logo
PSC Primoris
Oneida Nation of the Thames
Township of Muskoka Lakes
NEA logo
Manitoulin Transport
Kal Tire
Inland Logo
Homewood Health
FHLBank Atlanta
Intercounty Electric
Independent Educational Consultants Association
Harry Reid International Airport
Enlace Chicago
Chandler Arizona
Castle Biosciences
ASU Inc.
AML Foods
CenCal Health

What Our Clients Have to Say

“We’d hired SIGMA to help us develop a standardized process for succession planning.  Brittney advised us from beginning to end.  She met with our leadership team a few times to eliminate some succession planning misconceptions, and to fully understand our culture.   She then helped us design something unique that would fit our needs and provided the tools and the coaching we needed to be successful.”

Jill Smith
Director, People Support

“Extremely satisfied — The coaching session helped provide tangible examples that stimulated thinking and organized thoughts towards prioritizing the development plan.”

Brian Arnold
Succession Planning Coaching Participant

“Extremely satisfied — Getting a pre-read of the results was enlightening to better understand opportunities for development. Having Erica work through this information was extremely valuable in interpreting the meaning and gaining a deeper level of understanding around what the results mean.”

Brian Arnold
Succession Planning Coaching Participant

“100% of participants said the coaching session was “extremely valuable” in helping them to create a plan for your professional development.”

Succession Planning Coaching Participant

“Extremely satisfied — Erica was instrumental in helping me figure out how to improve my gaps and make a plan to become more effective and productive.”

Ricardo Arias
Succession Planning Coaching Participant

“Extremely satisfied — Erica is great, I was very comfortable in sharing my weaknesses with her, and she was very objective in describing my gaps and strengths.”

Ricardo Arias
Succession Planning Coaching Participant

“Extremely satisfied — We put a plan together that I will follow up with myself first of all, but with my boss as well. And it’s simple and focused enough that I I’m confident I can follow it.”

Ricardo Arias
Succession Planning Coaching Participant

“100% of participants said the coaching session was “extremely effective” at helping them understand and interpret their results.”

Succession Planning Coaching Participant

Looking for resources to help your succession planning efforts?

Visit SIGMA’s Succession Planning Template Library for free form-fillable PDF templates, and refer to our Succession Planning FAQ for answers to frequently asked questions.

Our Succession Planning Process


Looking for More?

Would you like to learn more about SIGMA’s succession planning services? Talk to one of our experts and get started today. Glen Harrison is an organizational transformation consultant and succession planning expert. Over the course of his career, Glen has worked with one-third of the Fortune 500 list and with every level of government in Canada and the United States. Having worked with numerous clients to build robust succession plans from the ground up, Glen has extensive experience in the application of SIGMA’s products and services to help organizations realize their people potential.

Succession Planning Guide

Download SIGMA’s Succession Planning Guide. This guide combines all our best tools and templates in one powerful resource.

Succession Planning Training

Complete SIGMA’s online, self-guided training. These five modules will give you a comprehensive introduction to the succession planning process.

White flowers in front of a blue sky; cover tile for blog on the costly consequence of insufficient succession planning.

The Costly Consequence of Insufficient Planning

Succession planning is a critical process that ensures organizations have the right people in place to fill key leadership roles when they become vacant. Despite its importance, many organizations neglect to plan for succession.

Frosty evergreen trees; cover tile for succession planning case study.

A Case Study on Succession Planning

Sandy is the Vice President of Human Resources (VP of HR) at a mid-sized tech company in California. Her company has a strong executive team, however, most of them are legacy employees quickly approaching retirement.

Row of green trees in front of a field; cover tile for succession planning guide landing page.

SIGMA’s Succession Planning Guide

Succession planning is a strategic process that ensures operational continuity when talent changes occur. SIGMA’s Succession Planning Guide makes this process simple by walking you through what is required at every stage.

Succession Planning FAQs

These are some of the most commonly asked questions we hear in regard to succession planning. Can’t find what you’re looking for? Give us a call! We’d be happy to answer your question.

Ready to Start Succession Planning?

Would you like to work with a consultant to launch your succession plan? Tell us more about your needs so that we can discuss a solution that’s right for you.