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.
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?
- Is Succession Planning currently on schedule according to the plan?
- Was a data collection plan established?
- How do we measure risk?
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:
- Team Operating Agreement: How do you want to be thought of and known within the organization?
- Resource Breakdown Structure: How difficult will it be to do specific activities on this Succession Planning project?
- Source Selection Criteria: How much past performance information should be requested?
- Formal Acceptance: What are the requirements against which to test, Who will execute?
- Stakeholder Analysis Matrix: What actions can be taken to reduce or mitigate risk?
- Schedule Management Plan: Is current scope of the Succession Planning project substantially different than that originally defined?
- Procurement Audit: In a competitive dialogue, were solutions proposed or confidential information given by a candidate not revealed to others without his/her express agreement?
- Activity Resource Requirements: Do you use tools like decomposition and rolling-wave planning to produce the activity list and other outputs?
- Scope Management Plan: Have the procedures for identifying budget variances been followed?
- Cost Management Plan: Is the Succession Planning project Sponsor clearly communicating the Business Case or rationale for why this Succession Planning project is needed?
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:
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.