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Succession planning (SP) remains a top priority for many organizations. In response to frequent requests for SP resources, I’ve created a one-page cheat sheet that consolidates elements from several of the individual cheat sheets I’ve previously shared on the topic. This cheat sheet includes four components:
- SP Questions – A set of 10 questions to help organizations clarify their approach, such as determining the scope of succession planning (what roles they will focus on) and how they will assess successor readiness to assume a targeted role;
- SP Metrics – A list of 12 metrics, including the percentage of non-ready-now successors with a development plan and the success rate of successors after assuming the role;
- Trigger Events for Reassessment – Nine examples of events that may warrant a reassessment of succession plans, such as shifts in business strategy, organizational transformation, or successor turnover; and
- High-Impact Development Role Audit – Four starter questions to help determine when it may be time to move someone out of a high-impact development role—particularly when their continued presence limits opportunities for others in the pipeline. This cheat sheet is designed to help practitioners take a more deliberate approach to succession planning, ensuring that plans remain relevant and actionable.
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