Free Succession Planning Worksheet HR Template
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
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Position |
Department |
Reason for Criticality |
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Talent Assessment Matrix
|
Name |
Position |
Readiness (1-5) |
Performance (1-5) |
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[Name] |
[Job Position] |
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[Name] |
[Job Position] |
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Development Plans
|
Name |
Position |
Development Needs |
Action Plan |
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[Name] |
[Job Position] |
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[Name] |
[Job Position] |
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Checklist for Quarterly Review
Review critical positions
Update Talent Matrix
Reassess Development Plans
For queries, contact [Company Email] or [Company Phone Number].
