Succession Plan Document Template

It recognizes basic behaviors required lists job requirements clarifies essential skills and notes the development value of experience.
Succession plan document template. The succession planning job matrix template condensed key succession information onto one page. Briefly describe how this version of the succession plan may differ from previous versions. Knowledge transfer plan appendix a required template and instructions available on wfp toolkit. 2014 succession plan progress report 3 required provide progress toward implementing last years succession plan.
Provide a brief introduction to the succession plan and program. Identify the purpose of the succession plan for your department. Free succession planning template if you want to put in place a succession plan so that those who come after you have no problems then you need a succession plan that is well written and regularly updated. When someone refers to a succession plan they.
Our succession planning template will help you plan for these steps including who will take over how long it will take what procedures need to be passed on and how the business sale will proceed. Ive written posts on how to do succession planning why do succession planning why not to do succession planning how to achieve better gender balance through succession planning and a boatload of other posts on the topic. Because its a one pager managers can grasp it pretty quickly kennedy says. However one thing i have not shared with readers of great leadership is what an actual succession plan looks like.
Succession plans are confidential documents usually only seen by hr the board or high level executives with a need to know. It provides you with a sample structure and suggested contents. This helps prevent infighting in any organization when the leader dies or retires. They can be input and organized with sophisticated software systems or as simple as a word document.
The template guides you through the preparation of your own succession plan. The purpose of this plan is to. A succession plan is a set of instructions for when a business owner or key employee leaves the business. 9 box 4 required template and instructions available on wfp toolkit.
This plan reflects abags executive succession policy and its commitment to sustaining a healthy functioning organization. In particular what changes have been made to address new or ongoing succession challenges. Succession plan template and guide the succession plan helps you plan for the day when you leave your business. This document outlines a leadership development and emergency succession plan for the association of baltimore area grantmakers.