Save time, empower your teams and effectively upgrade your processes with access to this practical Succession Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Succession Planning related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Succession Planning specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Succession Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Succession Planning improvements can be made.
Examples; 10 of the 991 standard requirements:
- Where key project roles or systems operational positions are filled by external parties, how has your organization addressed the need to provide knowledge transfer and succession planning?
- Do you believe that succession planning is integrated with other processes of talent management including performance management, training and development, compensation, and assessment?
- Is it a better understanding of people data to support the business, in order to create a more efficient recruitment process, enable succession planning or build engagement?
- What is the best and most cost effective retirement plan that can help you attract and retain good employees, while also helping pay for your own retirement?
- Does your organization have ongoing procedures in place to ensure that succession planning is revisited periodically to adapt to changes in the workforce?
- Will your talent management and succession planning practices provide the training and experience necessary to groom the next generation of leaders?
- How can asset owners and managers generate constructive dialogue on portfolio managers personal incentives, circumstances and succession planning?
- How can funding a nonprofits board and staff development, strategic planning, and executive succession planning be wise investments?
- What succession planning strategies does the literature reveal that will assist managers in effectively retaining critical skills?
- Do you monitor the financial aspects of your business using a well designed suite of generally accepted financial indicators?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Succession Planning book in PDF containing 991 requirements, which criteria correspond to the criteria in...
Your Succession Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Succession Planning Self-Assessment and Scorecard you will develop a clear picture of which Succession Planning areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Succession Planning Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Succession Planning projects with the 62 implementation resources:
- 62 step-by-step Succession Planning Project Management Form Templates covering over 1500 Succession Planning project requirements and success criteria:
Examples; 10 of the check box criteria:
- Quality Management Plan: Do you periodically review your data quality system to see that it is up to date and appropriate?
- Procurement Audit: Are there appropriate controls in place to ensure that procurement complies with the relevant legislation?
- Quality Management Plan: With the five whys method, the team considers why the issue being explored occurred. do others then take that initial answer and ask why?
- Probability and Impact Assessment: Which functions, departments, and activities of your organization are going to be affected?
- Executing Process Group: How can you use Microsoft Succession Planning project and Excel to assist in Succession Planning project risk management?
- Quality Audit: How does your organization know that its staff are presenting original work, and properly acknowledging the work of others?
- Assumption and Constraint Log: Is the amount of effort justified by the anticipated value of forming a new process?
- Stakeholder Analysis Matrix: Resource providers; who can provide resources to ensure the implementation of the Succession Planning project?
- Executing Process Group: Do Succession Planning project managers understand your organizational context for Succession Planning projects?
- Risk Audit: Do you have financial policies and procedures in place to guide officers of your organization/treasurer/general members?
Step-by-step and complete Succession Planning Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Succession Planning project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Succession Planning project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Succession Planning project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Succession Planning project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Succession Planning project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Succession Planning project or Phase Close-Out
- 5.4 Lessons Learned
Results
With this Three Step process you will have all the tools you need for any Succession Planning project with this in-depth Succession Planning Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Succession Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Succession Planning and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Succession Planning investments work better.
This Succession Planning All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
