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A Seven Step Succession Planning Template

You can now purchase The Competency Group’s Succession Planning Template: A Step-by-step Guide for Organisations which is a user-friendly workbook designed to guide organizations through the essential process of creating and implementing a succession plan.

Our forty-seven page resource provides easy-to-follow instructions for each of the seven steps of succession planning:

Step 1. Confirm commitment of executive management

Step 2. Organise a Succession Planning Committee

Step 3. Identify key positions

Step 4. Identify critical skills of key positions

Step 5. Identify pools of potential candidates for key positions

Step 6. Identify and implement strategies and programs for succession

Step 7. Evaluate succession planning program

In addition, useful PDF fillable worksheets at each step enhance the succession planning process and maintain organisational accountability.

An organisation isn’t static — neither is its succession plan! The Succession Planning Template not only supports the creation of an organisation’s initial plan, but it also provides guidance regarding recurring evaluation of the succession plan, as well as the identification of any needed adjustments.

Please note that we have a no refund policy for this product.  After your purchase is complete, you will receive a purchase invoice by email that will contain a link to the Succession Planning Template PDF document.

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Tags: skilled labour shortage, skills development, skills gap, strategic planning, training