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Chicago Change Partners, Inc.

Day to day Indications that your Succession
Planning process is Not Working

…if you have the symptoms described we ought to talk




                             By Charles H. Bishop Jr. Ph.D.
                             President, Chicago Change Partners, Inc




             Dr. Charles H. Bishop Jr. is the President of Chicago Change
             Partners; he received his Ph.D. is Psychology from the
             University of Georgia . For twenty years, Dr. Bishop held senior
             level positions in recognized Fortune 100 firms undergoing
             significant change; transportation with Federal Express; in
             healthcare with Baxter International, and the Department of
             Psychiatry at the University of Georgia; banking with the
             predecessor of Bank of America. His book, Making Change
             Happen One Person at a Time, was cited by the University of
             Michigan as one of the ten best books on change in the past
             forty years.




                             Copyright © 2011 Charles H. Bishop. All rights reserved. Used by permission

     www.chicagochange.com
Signals that your Succession Planning process is Not working
Introduction: ‘Succession Planning’ is a general term that has been around for a while. It
makes sense when referring to the replacement of the CEO or COO. After that the term loses its
effectiveness—generally a waste of time and effort to much beyond a few select positions. A
bigger payoff is to have pools of talent at various levels.

Litmus test: As a C-­Level or HR professional involved in the effort to assure that you have
talent today and in the future you should look at the following questions to see if you are
getting the results you need.

The questions posed here are geared toward helping you get in touch with your feelings that
you had in the following occurrences:

       Formal meetings where the issue of talent is discussed;; and
       Ad-­hoc situations…that raise a red flag for you



Formal talent discussion meetings:

Your annual talent review is held once a year…you see talent as one of the keys to the
organization’s success…But

       By most involved it is viewed as a ‘once a year’ task that HR owns;; there is little
       significant follow-­through;;
       There is a lack of candor and managers present and protect their reports…a
       ‘conspiracy of politenesses is the norm.

In discussions you hear of someone consistently described a ‘having potential’…But

       You have the haunting feeling that this really a euphemism for ‘we have just not seen
       them do much of anything of consequence’;;
       The performance bar in that unit is low…and you feel that this is just another indication
       that this unit is in trouble.



Encounters that raise a ‘red flag’ for you:

Someone has been rated as a ‘high potential’…been in the job a couple of years… But

       You have never heard anything special about him/her…they seem to be ;;OK”;;
       They never get on a short list…no one has tried to recruit for their unit.
A certain individual was placed in a key job recently…But

       He/she has not been enthusiastically received, some skepticism, and when their name is
       brought up, there is a ‘rolling of the eyes’;;
       Upon inquiry…the word in the ranks is…’why would management put someone like that
       in such a key position’?

An individual has been in a pivotal job for six (6) months…you inquire ‘how are they
doing?... But

       Peers say…’the jury is still out’
       Immediate manager might say…” I think that they will be OK”

A senior officer you feel has a track record of ‘poor selections’, allegiance to certain people
known to be poor performers…he/she protects them…But

       No one has ever held the executive responsible for this pattern of poor people
       handling…no one has ‘connected the dots’ and the impact;;
       They consistently promote and reward their favorites…ignoring qualified candidates from
       other units (and this is tolerated).

Just too many talented individuals …leave the organization …But

       No one does an analysis as to cause;; we have accepted turnover as ‘normal’…just
       happens...external factors are the culprit;;
       When inquiring ‘who could we lose?’…there does not seem to be a plan or accountability
       fixed to stay on top of the issue;;

The poorer performers…falling short in results and teamwork are well known…But

       They stay in position and no action is taken, even though your viewpoint is known;;
       You discover where they are compensated/rewarded similar to your best.

Some units are just not producing any leaders for the organization—you are concerned… But

       Your inquiries are met with defensiveness…and, are told ‘people just like to work here’;;
       Promotions out of those unit are delayed…you almost feel that talent is ‘over-­ripe’ there.

Selection into key positions is extremely important, has been discussed at the executive
level…But

       Compromise candidates and ‘one horse races’ seem to be all too common;;
       You have a feeling that too many times we are settling for ‘good enough’.

…If these symptoms resonate with you…give us a call.

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Succession Plan Not Working

  • 1. Chicago Change Partners, Inc. Day to day Indications that your Succession Planning process is Not Working …if you have the symptoms described we ought to talk By Charles H. Bishop Jr. Ph.D. President, Chicago Change Partners, Inc Dr. Charles H. Bishop Jr. is the President of Chicago Change Partners; he received his Ph.D. is Psychology from the University of Georgia . For twenty years, Dr. Bishop held senior level positions in recognized Fortune 100 firms undergoing significant change; transportation with Federal Express; in healthcare with Baxter International, and the Department of Psychiatry at the University of Georgia; banking with the predecessor of Bank of America. His book, Making Change Happen One Person at a Time, was cited by the University of Michigan as one of the ten best books on change in the past forty years. Copyright © 2011 Charles H. Bishop. All rights reserved. Used by permission www.chicagochange.com
  • 2. Signals that your Succession Planning process is Not working Introduction: ‘Succession Planning’ is a general term that has been around for a while. It makes sense when referring to the replacement of the CEO or COO. After that the term loses its effectiveness—generally a waste of time and effort to much beyond a few select positions. A bigger payoff is to have pools of talent at various levels. Litmus test: As a C-­Level or HR professional involved in the effort to assure that you have talent today and in the future you should look at the following questions to see if you are getting the results you need. The questions posed here are geared toward helping you get in touch with your feelings that you had in the following occurrences: Formal meetings where the issue of talent is discussed;; and Ad-­hoc situations…that raise a red flag for you Formal talent discussion meetings: Your annual talent review is held once a year…you see talent as one of the keys to the organization’s success…But By most involved it is viewed as a ‘once a year’ task that HR owns;; there is little significant follow-­through;; There is a lack of candor and managers present and protect their reports…a ‘conspiracy of politenesses is the norm. In discussions you hear of someone consistently described a ‘having potential’…But You have the haunting feeling that this really a euphemism for ‘we have just not seen them do much of anything of consequence’;; The performance bar in that unit is low…and you feel that this is just another indication that this unit is in trouble. Encounters that raise a ‘red flag’ for you: Someone has been rated as a ‘high potential’…been in the job a couple of years… But You have never heard anything special about him/her…they seem to be ;;OK”;; They never get on a short list…no one has tried to recruit for their unit.
  • 3. A certain individual was placed in a key job recently…But He/she has not been enthusiastically received, some skepticism, and when their name is brought up, there is a ‘rolling of the eyes’;; Upon inquiry…the word in the ranks is…’why would management put someone like that in such a key position’? An individual has been in a pivotal job for six (6) months…you inquire ‘how are they doing?... But Peers say…’the jury is still out’ Immediate manager might say…” I think that they will be OK” A senior officer you feel has a track record of ‘poor selections’, allegiance to certain people known to be poor performers…he/she protects them…But No one has ever held the executive responsible for this pattern of poor people handling…no one has ‘connected the dots’ and the impact;; They consistently promote and reward their favorites…ignoring qualified candidates from other units (and this is tolerated). Just too many talented individuals …leave the organization …But No one does an analysis as to cause;; we have accepted turnover as ‘normal’…just happens...external factors are the culprit;; When inquiring ‘who could we lose?’…there does not seem to be a plan or accountability fixed to stay on top of the issue;; The poorer performers…falling short in results and teamwork are well known…But They stay in position and no action is taken, even though your viewpoint is known;; You discover where they are compensated/rewarded similar to your best. Some units are just not producing any leaders for the organization—you are concerned… But Your inquiries are met with defensiveness…and, are told ‘people just like to work here’;; Promotions out of those unit are delayed…you almost feel that talent is ‘over-­ripe’ there. Selection into key positions is extremely important, has been discussed at the executive level…But Compromise candidates and ‘one horse races’ seem to be all too common;; You have a feeling that too many times we are settling for ‘good enough’. …If these symptoms resonate with you…give us a call.