Succession Planning Checklist Template (HR)
Future-proof your organization! This Succession Planning Checklist ensures a smooth transition of key roles, mitigates risk, and develops your talent pipeline. Download now and build resilience for long-term success.
This Template was installed 3 times.
Identify Critical Roles
Determine roles essential for business continuity and strategic objectives.
Role Description
Impact on Business Operations (High/Medium/Low)
Number of Direct Reports
Strategic Importance (High/Medium/Low)
Last Reviewed Date
Assess Current Talent Pool
Evaluate skills, experience, and potential of existing employees.
Performance Rating (Last Review)
Years of Experience in Role
Key Skills Demonstrated
Strengths Observed
Potential Score (1-10)
Current Role Level
Identify Potential Successors
Pinpoint individuals who could fill critical roles in the future.
Current Role
Years with Company
Performance Rating (Last Review)
Strengths & Potential
Leadership Potential
Last Promotion Date
Key Skills
Develop Individual Development Plans (IDPs)
Create customized plans to prepare successors for increased responsibility.
Current Skill Set Assessment
Areas for Development (identified through assessment)
Desired Skill Development Areas
Target Completion Time (in months)
IDP Review Date
Training Type Preference
Supporting Documents (e.g., previous performance reviews)
Provide Targeted Training & Mentoring
Offer experiences and guidance to accelerate successor growth.
Select Training Programs Offered
Describe Mentoring Program Structure
Mentor Assigned?
First Mentoring Session Date
Outline Key Topics for Discussion (Mentoring)
Estimated Hours of Mentorship Per Month
Feedback Sessions Scheduled?
Track Progress & Provide Feedback
Monitor development efforts and provide regular performance feedback.
Last Feedback Session Date
Progress Towards Development Goals (1-10)
Summary of Feedback Provided
Overall Progress Assessment
Next Review Date
Areas for Continued Development (If Applicable)
Review and Update Succession Plans
Periodically reassess and adjust plans based on changing business needs and employee performance.
Last Review Date
Number of Critical Roles Reviewed
Overall Assessment of Plan Effectiveness
Summary of Changes/Updates Made
Next Scheduled Review Date
Areas Requiring Further Attention
Reviewer Name
Document Succession Planning Process
Maintain records of identified successors, development plans, and review dates.
Succession Plan Creation Date
Last Review Date
Review Frequency (in months)
Summary of Review Findings & Updates
Supporting Documentation (e.g., IDPs, performance reviews)
Current Status of Plan
Communication & Alignment
Ensure alignment with leadership and relevant stakeholders regarding succession planning goals and outcomes.
Summary of Succession Plan Goals
Stakeholders Informed (Select all that apply)
Date of Stakeholder Communication
Communication Method Used
Level of Alignment with Business Strategy
Number of Feedback Sessions Held
Contingency Planning
Develop plans to address unforeseen departures or disruptions within critical roles.
Describe potential triggering events (e.g., sudden resignation, extended leave)
Primary Contact Person (in case of unexpected departure)
Estimated time to fill role (in days)
Date of last contingency plan review
Potential temporary solutions (select all that apply)
Detailed steps to activate the contingency plan
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