Succession Planning: Do the decisions we make today help people and the planet tomorrow?

Save time, empower your teams and effectively upgrade your processes with access to this practical Succession Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Succession Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

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The Toolkit contains the following practical and powerful enablers with new and updated Succession Planning specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Succession Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 711 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Succession Planning improvements can be made.

Examples; 10 of the 711 standard requirements:

Do we have processes for managing Human Resources across the business. (eg. staffing skills and numbers are known and predictions are made of future needs? new staff are inducted and trained to suit needs? succession planning is catered for?
The subject of succession planning in the context of disasters is an unpleasant one: If key managers or employees die in a disaster, who will step up and fulfill their responsibilities?
How do you manage effective career progression for your entire workforce? how do you accomplish effective succession planning for management and leadership positions?
What is the role of term limits, and how can succession planning be carried out at the board level?
How do you accomplish effective succession planning for management and leadership positions?
Effective succession planning for management and leadership positions?
Do the decisions we make today help people and the planet tomorrow?
What trouble can we get into?
Who are the key stakeholders?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Succession Planning book in PDF containing 711 requirements, which criteria correspond to the criteria in…

Your Succession Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Succession Planning Self-Assessment and Scorecard you will develop a clear picture of which Succession Planning areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Succession Planning Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Succession Planning projects with the 62 implementation resources:

62 step-by-step Succession Planning Project Management Form Templates covering over 6000 Succession Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

Stakeholder Analysis Matrix: How does the Succession Planning project involve consultations or collaboration with other organizations?
Probability and Impact Assessment: Assuming that you have identified a number of risks in the Succession Planning project, how would you prioritize them?
Team Member Performance Assessment: To what extent are systems and applications (e.g., game engine, mobile device platform) utilized?
Cost Management Plan: Are changes in deliverable commitments agreed to by all affected groups & individuals?
Activity Attributes: What is the organization s history in doing similar activities?
Activity Duration Estimates: Calculate the expected duration for an activity that has a most likely time of 3, a pessimistic time of 10, and a optimistic time of 2?
WBS Dictionary: Are procedures established to prevent changes to the contract budget base other than those authorized by contractual action?
Planning Process Group: Are the necessary foundations in place to ensure the sustainability of the results of the Succession Planning project?
Scope Management Plan: Are any non-compliance issues that exist due to organizations practices?
Human Resource Management Plan: Are key risk mitigation strategies added to the Succession Planning project schedule?

Step-by-step and complete Succession Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Succession Planning project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Succession Planning project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Succession Planning project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Succession Planning project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Succession Planning project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Succession Planning project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Succession Planning project with this in-depth Succession Planning Toolkit.

In using the Toolkit you will be better able to:

Diagnose Succession Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Succession Planning and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Succession Planning investments work better.

This Succession Planning All-Inclusive Toolkit enables You to be that person: