Succession planning checklist provides a health-check to your current succession planning process meaning it aims to identify strengths as well as gaps you may have. Your summary analysis post filling in the checklist aims to provide a view on critical elements that may be missing from your process. Also given is the high-level implications of those gaps and best practices according to industry standards.

1. The Checklist for Succession Planning
What is Succession Planning?
Introduction to Succession Planning
Succession planning in an organization is a process that focuses on
measuring, identifying, and developing employees to help them
advance within an organization. This in turn also helps the
organization’s bench-strength in which any role that becomes

2. vacant has a readily available successor. Succession planning is
important because it’s more cost and time effective to develop
internal employees for positions rather than look externally. Giving
employees a clear path of movement in their careers also boost
engagement and retention.
How to Use This Guide
This checklist aims to provide organizations of any size with a quick
way to health-check their current succession planning process.
Organizations at any stage in HR maturity can use this guide to
identify if there are key missing components in their succession
planning process and understand the implications of those. This
guide breaks down the succession planning process into 6 key
components each with its facets. The tab titled Components will
help you understand why each component is significant to a
successful process. Then, the tab labeled Checklist is where using a
dropdown of Yes or No you may select the answer based on if the
facet is currently available in your organization. Next, head to

3. Summary Analysis to see an overview of how your entire process
scores compared to best practices and the implications of your
score.
How to Interpret Your Score
This Succession planning checklist provides a health-check to your
current succession planning process meaning it aims to identify
strengths as well as gaps you may have. Your summary analysis post
filling in the checklist aims to provide a view on critical elements
that may be missing from your process. Also given is the high-level
implications of those gaps and best practices according to industry
standards.
Key Components

4. 1. Ability of Success Profiles
Ideal success profiles cover job accountabilities, leadership and
technical competencies, the expected proficiency, and the
importance level of each competency. They provide a view of what
good looks like for a role. In most companies, this is captured in the
Job Descriptions (JD), which should be clear as to how to be
successful in the role.

5. 2. Assessment Tool Capabilities
Assessments provide an objective and non-biased view into
someone’s potential and proficiencies. Using tools like
psychometrics or simulations an organization can measure a
person’s behavior, values,and cognitive ability that makes up
potential. Technical assessments provide a way to measure
proficiency in different areas of business.
Learn More: The Checklist for Succession Planning