This succession planning template provides instructions and categories for departments to plan for future leadership needs. Users are prompted to fill in their name and email contact information. They then list positions, incumbent departure dates, succession priorities, and any competencies required or lacking for potential successors. Space is included to identify secured successors, potential candidates, and their readiness levels. A training plan section allows users to outline how successors will develop necessary competencies.
This succession planning template provides instructions and categories for departments to plan for future leadership needs. Users are prompted to fill in their name and email contact information. They then list positions, incumbent departure dates, succession priorities, and any competencies required or lacking for potential successors. Space is included to identify secured successors, potential candidates, and their readiness levels. A training plan section allows users to outline how successors will develop necessary competencies.
This succession planning template provides instructions and categories for departments to plan for future leadership needs. Users are prompted to fill in their name and email contact information. They then list positions, incumbent departure dates, succession priorities, and any competencies required or lacking for potential successors. Space is included to identify secured successors, potential candidates, and their readiness levels. A training plan section allows users to outline how successors will develop necessary competencies.
Position Incumbent Departure Date Priority Required Competencies
Succession Planning Template Plan Created By: [enter your name] Email: [enter your email] Succession Planning Template Plan Created By: [enter your name] Email: [enter your email]
Instructions
- Fill out the "created by" and "email" fields so
your coworkers can track your work.
- Select a cell in row 12 to view the directions for
that category, e.g., select a priority from the drop down menu.
Successor Secured? Potential Successor Readiness Lacking Competencies
Succession Planning Template Plan Created By: [enter your name] Email: [enter your email] Succession Planning Template Plan Created By: [enter your name] Email: [enter your email]
Training Plan for Lacking Competencies
Succession Planning Template Plan Created By: [enter your name] Email: [enter your email]