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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.

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.

Succession Planning Consulting

Looking for a customized 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.

Ensure the Implementation

67% of strategic plans fail due to poor execution.1 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 5-minute Succession Planning Diagnostic survey to receive a customized report on the state of succession in your organization and unlock a free 30-minute follow-up consultation with one of our experts.

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

Canada Border Services Agency
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PSC Primoris
Oneida Nation of the Thames
NDTC
Township of Muskoka Lakes
Ontellus
Omron
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Manitoulin Transport
Kal Tire
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Homewood Health
FHLBank Atlanta
Intercounty Electric
Independent Educational Consultants Association
Harry Reid International Airport
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Chandler Arizona
Castle Biosciences
ASU Inc.
AML Foods
CenCal Health
BobBarker
ARaymond
AlphaBroder

What Our Clients Have to Say

“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

“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

“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

“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

“Erica was instrumental in helping me figure out how to improve my gaps and make a plan to become more effective and productive… 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

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


Succession Planning Coaching Participant

Ready to Start Succession Planning?

Tell us more about your needs so that we can discuss a solution that’s right for you. Fill out the form below and our team will be in touch with you shortly.

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.

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.

Our Succession Planning Process

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.

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.

Ready to Start Succession Planning?

Tell us more about your needs so that we can discuss a solution that’s right for you. Fill out the form below and our team will be in touch with you shortly.

1Carucci, R. (November 13, 2017). Executives Fail to Execute Strategy Because They are Too Internally Focused. Harvard Business Review. Retrieved from https://hbr.org/2017/11/executives-fail-to-execute-strategy-because-theyre-too-internally-focused.