Leadership Transitions and Succession Planning
Tasks & Phases Included in This Workflow
Phase 1: Role Identification and Talent Assessment
1. Identify Key Positions
Determine which roles are crucial for the organization's long-term success.
2. Assess Talent Pool
Evaluate internal candidates for their ability to fill these key roles in the future.
Phase 2: Development and Preparation
3. Create Development Plans
Establish individualized development plans for identified successors, including training, mentoring, and rotational assignments.
4. Implement Mentoring Programs
Pair potential successors with current role holders or other senior leaders as mentors.
Phase 3: Monitoring and Adjusting
5. Monitor Progress
Regularly review the development progress of potential successors and adjust plans as needed.
6. Succession Drills
Conduct role-playing or real-world exercises to test potential successors in their future roles.
Phase 4: Transition and Evaluation
7. Plan Transition
Develop a transition plan for each key role that includes timelines and support structures.
8. Evaluate Succession Outcomes
After a transition, evaluate the process and the performance of the new leader to refine future succession plans.