Template - Succession Planning Sample
Helping Managers and Businesses Succeed Through Real Experience
Organizational Succession Planning Template
Position Held By:
Production Supervisor Quality Manager Sales Manager Technology Director IT Manager Finance Director Product Manager Supply Chain Supervisor Business Director
Matt Smith
Mary Watson Tyler Risten Suzie Charleston Wilson Kang Jennifer Jones Peter Riley
Vikram Gupta
Miles Hilliard
Candidates Ready Today
Eric Wilson
Sarah LeCroix
Henry Isaacson Daniel De Grace Thomas Calhoun
Richard Creesly Eric Wilson
Stephen Killian Eric Wilson
Sarah LeCroix
Near Term Candidates (Ready in 1-3 Years)
Wendy Gephardt
Wendy Gephardt Richard Creesly Pepper Waters Nicole Ashton
Thomas Calhoun
Riley Emerson Grayson Epwich Henry Isaacson
Henry Isaacson Richard Creesly
Future Candidates (Ready in 5+ Years)
Bob Greenwood Kyle Carter Izzy Lincoln
Nicole Ashton Bob Greenwood Kristin Clapp
Kristin Clapp
Wendy Gephardt Nicole Ashton
Using This Template:
1. List the leadership positions within your organization and the present holder of the role 2. Identify the various individuals within your organization that could readily step into the given leadership roles immediately should a vacancy arise 3. Next, identify those possible candidates who could step into a given leadership role soon (1-3 years) after some development and mentoring 4. Last, identify individuals who would be long-term successors to leadership positions (5+ years) following training and development activities 5. Individuals may be listed at multiple locations, based on their career interests and goals 6. Refresh this list annually; consult the list as vacancies and changes in your organization occur.
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Helping Managers and Businesses Succeed Through Real Experience
Organizational Succession Planning Template
Helping Managers and Businesses Succeed Through Real Experience.
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