Download The Comprehensive Succession Planning Guide and Templates

Utilize this free interactive workbook with templates to make a comprehensive succession plan!

Check the box on succession planning

With these free templates!

Are you looking for a way to find the right person to take over a position? Fill your talent pipeline? Ensure that valuable knowledge is transferred before it's lost? Or, did someone say the word, 'retirement'?

Use these easy-to-use templates to :

  • Identify critical positions which require highly capable employees and may be at risk of retirement
  • Identify the most competent person for each specific critical position
  • Identify knowledge loss risks and priorities for knowledge transfer
  • Identify success profiles for critical positions that will be vacated
  • Create development plans for successors to ensure they are ready to assume future roles
  • Develop a complete succession implementation plan