Succession Planning Template Library 

To complement our Succession Planning Services, we have developed a library of valuable templates and tools that will support your Succession Planning initiatives. For a complete printable version of the templates, download our Succession Planning Template Guide or click read more for the corresponding succession planning tool template below for instructions and download access to electronic versions of each individual template.

Succession Planning Template

Succession Tool Description

Critical Roles Identification Questionnaire The Critical Roles Identification Questionnaire is a succession planning worksheet that will help you to identify those key roles that your organization should target in your succession program.
Success Profile Template The Success Profile is a succession planning worksheet designed to describe the talent needed for success in a critical role. 
Succession Nomination Survey Template The Succession Nomination Survey is a simple succession planning tool that can be used to identify which candidates to consider for succession into the critical roles you identified in phase one. 
Succession Bench Template The Succession Bench Template is used to evaluate the overall readiness of your succession candidates for a role.
Candidate Succession Profile Template The Candidate Succession Profile Template is designed to identify gaps between the requirements for a role and the candidate being developed for that position.
Individual Development Plan Template The Individual Development Plan is a two-part worksheet that outlines a succession candidate’s goals, action plans, and milestones for their growth and development.
Talent Progress Scorecard Template

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

Succession Planning Template

Our succession planning template 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

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

Succession Planning vs Replacement Hiring Checklist

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

Succession Planning Software

Succession planning software is a valuable tool for executing your succession plan by helping you track, analyze and manage the performance of your employees.

Identify Critical Roles
Draft Success Profiles
Nominate Succession Candidates
Succession Bench
Succession Profile
Develop Talent
Measure Progress
Succession Planning Checklist
Are you engaging in succession planning?

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, custom succession plan for each member of your leadership team in just two half-day workshops.