Succession Planning Worksheet
This Succession Planning Worksheet aims to guide HR professionals at [Company Name] in identifying and developing internal personnel with the potential to fill key business leadership positions in the organization.
Objectives:
● To ensure continuity in leadership
● To develop internal pipelines for critical roles
● To minimize operational disruptions due to sudden departures
This worksheet is intended for use by HR professionals, team leads, and managers in [Company Name].
Identification of Critical Positions
Position | Department | Reason for Criticality |
| | |
| | |
Talent Assessment Matrix
Name | Position | Readiness (1-5) | Performance (1-5) |
[Name] | [Job Position] | | |
[Name] | [Job Position] | | |
Development Plans
Name | Position | Development Needs | Action Plan |
[Name] | [Job Position] | | |
[Name] | [Job Position] | | |
Checklist for Quarterly Review
Review critical positions
Update Talent Matrix
Reassess Development Plans
For queries, contact [Company Email] or [Company Phone Number].
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