Succession Planning Resources

Individual & Competency Development Plan Tools

  • 3 key tools to turn talent assessments, 9-box, and calibration discussions into meaningful actions to ensure development plans are aligned to personal and professional goals AND future organizational needs. Package includes:
  • -Competency Development Job Aid to develop the most common shortfalls: Communication, Teamwork, Strategic Thinking, and Change Management
  • -Individual Development Plan Template with suggested activities
  • -Succession Planning & Talent Assessment Follow-Up Conversation which is the Manager's script of what to say and how to say it-broken down by where someone falls on the 9-Box

Turn-Key Succession Planning Program

  • This is it-the full package that allows a facilitator or HR leader to roll out and facilitate a full succession planning program. There are five key steps:
  • 1. Environmental Scanning
  • 2. Critical Role Profile
  • 3. Individual Assessment, Calibration, 9-Box
  • 4. Messaging
  • 5. Development Action Planning
  • Get all of the tools and editable templates to add your branding. Comes with a PowerPoint to lead a group through the process and a facilitator's guide/toolkit.