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Succession Planning Toolkit

Succession planning is the process of identifying the critical positions within your organization and developing action plans for individuals to assume those positions. Taking a holistic view of current and future goals, this process ensures that you have the right people in the right jobs today and in the years to come.

A succession plan identifies future staffing needs and the people with the skills and potential to perform in these future roles. In the long term, succession planning strengthens the overall capability of the organization by:

  • Identifying critical positions and highlighting potential vacancies
  • Selecting key competencies and skills necessary for business continuity
  • Focusing development of individuals to meet future business needs

This toolkit includes templates and tips for:

  • Ensuring succession planning is closely tied to business strategy and goals
  • Understanding the importance of engaging executive and senior leaders in the process
  • Clearly defining the development of key talent
  • Ensuring staff understand their role in the process and know what is expected of them.
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Focus Areas:
  • Public Health Infrastructure Grant (PHIG)

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