Succession Planning Toolkit

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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 912 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 912 standard requirements:

  1. The subject of succession planning in the context of disasters is an unpleasant one: If key managers or employees can not be deployed in a disaster, who will step up and fulfill their responsibilities?

  2. Does your organization adequately track education, experience, training and development of employees to help it effectively deploy its human capital and conduct organizational needs and gap analysis?

  3. Where do you see opportunities to offer your nonprofit clients services that advance succession and sustainability planning and that integrate with executive transition and allied services?

  4. Are organization headquarters and regional offices prepared to implement strategic human capital management activities that will allow them to meet your organizations goals and mission?

  5. Is there a succession plan in place and does your organization have the capacity to ensure continuity of operations in the face of an unforeseen crisis or change in market conditions?

  6. What are your concerns for five years down the road in terms of recruiting qualified personnel and providing knowledge transfer and succession in relation to your service area?

  7. Has your office communicated to employees information about your strategic human capital management activities (e.g. e-mails, memorandum, briefings, meetings, focus groups)?

  8. Does your organizations strategic workforce plan identify your division/office/regions current and future human capital needs and competencies needed to pursue its vision?

  9. Is the executives current level of responsibility realistic, or has the executive, in good faith, taken on too much responsibility at the expense of staff development?

  10. Do your organizations policies include succession plans for senior executives and contingency plans for assignments of responsibilities important for internal control?


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 912 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:

  1. Quality Audit: Is your organizational structure established and each positions responsibility defined?

  2. WBS Dictionary: Are all authorized tasks assigned to identified organizational elements?

  3. Schedule Management Plan: Are the people assigned to the Succession Planning project sufficiently qualified?

  4. Team Member Status Report: Are the attitudes of staff regarding Succession Planning project work improving?

  5. Monitoring and Controlling Process Group: What areas does the group agree are the biggest success on the Succession Planning project?

  6. Lessons Learned: How actively and meaningfully were stakeholders involved in the Succession Planning project?

  7. Cost Management Plan: What does this mean to a cost or scheduler manager?

  8. Network Diagram: What activities must occur simultaneously with this activity?

  9. Risk Audit: Has risk management been considered when planning an event?

  10. Project Performance Report: To what degree can team members frequently and easily communicate with one another?

 
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.