Two Templates for Identifying Critical Roles and Assessing Their Risks | Brian Heger

Talent Management

These two templates can help an organization identify its critical roles and assess underlying risks to inform aspects of talent management and workforce planning.

  1. Critical Role Identification. While there has been a necessary shift in expanding our view of “work” beyond jobs (e.g., skills and tasks), critical roles serve a purpose in talent planning. However, challenges arise when less valid criteria, like job level, are used to identify these roles. This template helps base critical role identification on factors that are more indicative of criticality.
  2. Critical Role Risk. One purpose of identifying critical roles is to evaluate associated risks so organizations can take appropriate actions in response. This template assists in determining the presence of four types of risks in critical positions.

Although these tools aren’t sophisticated, they can spark the necessary conversations to identify and plan for critical roles. Utilize them if you believe they can help.