Succession Planning Tools & Templates

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Free Succession Planning Templates Library

To complement our Succession Planning Services, we have developed a library of free succession planning templates and tools that will support your organization’s initiatives. For a complete printable version of all of our succession planning templates and to learn more about our succession planning process, download SIGMA’s Succession Planning Guide below.

Succession Planning Guide

SIGMA’s Succession Planning Guide includes all of our templates in chronological order, as well as instructions and examples to guide you through SIGMA’s six-step succession planning process.

Succession Planning Template

What is a Succession Planning Template?

A succession planning template is a tool that can be used to help move a business along each stage of the succession planning process. Each of our templates provides checklist items, forms, and development plans to propel your business’s succession planning efforts further. 
Browse our library of templates below to get started.

Succession Planning Templates


Critical Roles Identification Questionnaire

Critical Role Identification Questionnaire from SIGMA Assessment Systems.

The Critical Roles Identification Questionnaire is a succession planning template that will help you to identify those key roles that your organization should target in your succession program.

Success Profile Template

Success Profile Template from SIGMA Assessment Systems.

The Success Profile Template is a succession planning worksheet designed to describe the talent needed for success in a key role.

Succession Nomination Survey Template

Succession Nomination Survey template from SIGMA Assessment Systems.

The Succession Nomination Survey is a simple succession planning tool that can be used to identify which candidates to consider for the critical roles you identified in phase one.

Succession Bench Template

Succession Bench Template from SIGMA Assessment Systems.

The Succession Bench Template is used to evaluate the overall readiness of your succession candidates for a role.

Candidate Succession Profile Template

Candidate Succession Profile Template from SIGMA Assessment Systems.

The Candidate Succession Profile Template is designed to identify gaps between the requirements for a role and the potential candidate being developed for that key leadership position.

Development Actions Form

Succession Development Actions Form from SIGMA Assessment Systems.

The Development Actions Form outlines a succession candidate’s goals, action plans, and milestones for their growth and development.

Talent Progress Scorecard Template

Talent Progress Scorecard Template from SIGMA Assessment Systems.

The Talent Progress Scorecard Template allows you to review the outcomes of your business succession plan across several important indicators.

Succession Planning Guide

Succession Planning Guide from SIGMA Assessment Systems.

Our succession planning guide will walk you through what is required at each stage of the succession process along with some helpful tips to get you started.

Succession Planning Checklist

Succession Planning Checklist from SIGMA Assessment Systems.

The succession planning checklist is a quick measure of the maturity level of your succession plan and what areas need to be improved.

Succession Planning vs Replacement Hiring Checklist

Succession Planning VS. Replacement Hiring Checklist from SIGMA Assessment Systems.

The succession planning vs replacement hiring checklist will help you identify if your organization is engaging in strategic long-term planning or settling for a quick fix.

Developing a Succession Plan that Supports Diversity

In this guide, we discuss the importance of diversity, how building diversity can benefit your team, and how you can use succession planning to create a leadership development program that supports diversity.

Download All Succession Planning Templates

If you would like a copy of all of our succession planning templates, download SIGMA’s comprehensive Succession Planning Guide. This free guide includes each of our templates in chronological order, as well as instructions and examples to guide you through SIGMA’s six-step succession planning process

Browse Templates by Process

Need Help Getting Started?

SIGMA’s Succession Planning Launch is an efficient and affordable solution designed to establish a strong succession planning process and fortify leadership for optimal performance, even in unpredictable circumstances. Contact our team today to learn how we can deliver a full-year, custom succession plan in just two half-day workshops.

Succession Planning Template FAQs

Glen Harrison, Succession Planning Consultant

Want to Learn More About our Succession Planning Methods?

Glen Harrison is a senior consultant who specializes in organization transformation and succession planning. He has worked with many Fortune 500 companies and government organizations in Canada and the United States. Glen has helped numerous clients build strong succession plans using SIGMA’s products and services to unlock their people potential. Contact Glen today and learn about how SIGMA can help you develop your leaders. We would love to hear from you!