Succession Planning Process Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Succession Planning Process Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Succession Planning Process 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 Process specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Succession Planning Process 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 998 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 Process improvements can be made.

Examples; 10 of the 998 standard requirements:


1. How does a clear succession planning policy help to ensure that the organization's leaders are aware of their role in supporting and developing future leaders, and what expectations should be set for their involvement and participation?
   
   

2. How does a succession planning policy help to ensure that the organization's leaders are committed to their own development and succession, and what incentives and rewards can be employed to encourage this commitment?
   
   

3. How are employees and managers held accountable for promoting diversity and inclusion in the succession planning process, and what consequences are there for those who fail to meet their diversity and inclusion goals?
   
   

4. What processes are in place to ensure that succession plans are aligned with the organization's overall talent management strategy, and how are talent management programs adapted to support succession planning?
   
   

5. What metrics or Key Performance Indicators (KPIs) are used to measure the effectiveness of the succession planning process, and how are these metrics adapted in response to changes in the business environment?
   
   

6. How are managers and leaders trained to recognize and mitigate bias in the succession planning process, and what support is provided to ensure that they can successfully identify and develop diverse talent?
   
   

7. What are the key diversity and inclusion metrics that are used to measure the success of the succession planning process, and how are these metrics integrated into the overall talent management strategy?
   
   

8. How is the organization's commitment to diversity and inclusion communicated to its employees, customers, and other stakeholders, and what impact has this had on the organization's reputation and brand?
   
   

9. What partnerships or collaborations has the organization established to promote diversity and inclusion in the succession planning process, and what benefits have been realized from these partnerships?
   
   

10. How does a succession planning policy help to ensure that the organization's diversity and inclusion goals are met, and what strategies can be employed to promote diversity in leadership development?
    
    


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 Process book in PDF containing 998 requirements, which criteria correspond to the criteria in...


Your Succession Planning Process 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 Process Self-Assessment and Scorecard you will develop a clear picture of which Succession Planning Process 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 Process 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 Process projects with the 62 implementation resources:


• 62 step-by-step Succession Planning Process Project Management Form Templates covering over 1500 Succession Planning Process project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Human Resource Management Plan: Are the appropriate IT resources adequate to meet planned commitments?
   
   

2. Change Management Plan: Is there a support model for this application and are the details available for distribution?
   
   

3. Project Performance Report: To what degree can the team ensure that all members are individually and jointly accountable for the teams purpose, goals, approach, and work-products?
   
   

4. Activity Duration Estimates: What is the difference between conceptual, application, and evaluative questions?
   
   

5. Schedule Management Plan: Is pert / critical path or equivalent methodology being used?
   
   

6. Activity Duration Estimates: Does a procedure exist to ensure the Succession Planning Process project work is completed in the appropriate sequence and on time?
   
   

7. Requirements Documentation: Where do you define what is a customer, what are the attributes of customer?
   
   

8. Activity Duration Estimates: Describe Succession Planning Process project integration management in your own words. How does Succession Planning Process project integration management relate to the Succession Planning Process project life cycle, stakeholders, and the other Succession Planning Process project management knowledge areas?
   
   

9. Schedule Management Plan: Are target dates established for each milestone deliverable?
   
   

10. Quality Metrics: Can you correlate your quality metrics to profitability?


 
Step-by-step and complete Succession Planning Process Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Succession Planning Process project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Succession Planning Process 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 Process 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 Process 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 Process 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 Process 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 Process project with this in-depth Succession Planning Process Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Succession Planning Process 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 Process 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 Process investments work better.

This Succession Planning Process 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.