Free template

A succession planning template that leads to action

A list of names isn't a succession plan. This free template helps you map critical roles, see where you're exposed, and turn every name into a development step.

What's inside

Four tabs that take you from a list of critical roles to a plan your leadership team can act on.

How to use this template

Six steps, from agreeing the plan's purpose to reviewing it every quarter.

Critical roles map

Each critical role, its risk of vacancy, successors by readiness, and who covers if it's suddenly empty.

Successor development plan

A development action for every successor, with an owner and a next check-in.

Summary for the leadership team

Coverage and gaps, worked out from the other tabs, plus the top three gaps to close this quarter.