Succession Planning Template 21

Tips For Using Succession Planning Templates

• 1. Clearly Define Roles and Responsibilities – In your succession plan, outline each key position and the skills needed to fulfill its duties. Be precise to ensure a smooth transition.
• 2. Identify Potential Successors – Use the template to document individuals who can potentially fill each role. Consider their current performance, experience, and development needs.
• 3. Plan for Development – Include a section for training and development strategies to prepare successors for their future roles, ensuring they're equipped with the necessary skills and knowledge.