11 Succession Planning Questions Template | Brian Heger

Talent Management

If you find value in content like this, sign up for my Talent Edge Weekly newsletter.

This one-page template includes a sample of 11 succession planning (SP) questions that can help organizations think through various aspects of their SP practices. The questions do not represent an exhaustive list but provide a foundation to build on. Sample questions include:

  • Scope. Based on our SP purpose, what is the scope of our SP? Do we focus on roles at certain levels, critical roles regardless of level, or something else?
  • Role vs. Pool. Are there areas where SP will be based on ‘successor pools’ —where similar roles are grouped together and share a talent pool of potential successors? If so, what are they?
  • Development. If a successor is on multiple succession plans, how do we determine what plan takes priority in terms of successor development? 

For each question, there is an editable comment box where you can track notes.

Again, this is not an exhaustive list of questions, and the questions focus more on the tactical components of SP. It does not substitute a succession and talent strategy but can help enable it through SP execution.