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Appendix 2 - Template

Rae Ann Dougherty - USA
RaeAnn Dougherty • جي إف واي
Appendix 2 - Template

Appendix 2

 

Succession Planning Strategy Template

 

Subject

Content

Responsible for

Implementation and revision

 

 

 

 

 

 

 

 

 

 

 

 

 

Organizations

❑ Election/appointment periods

❑ Talent spotting

❑ Candidate selection and appointment

❑ Upgrading talent

❑ Overlapping positions

❑ Revising traditions

❑ Documentation and registering the knowledge

 

Individuals

❑ Time resources

❑ Motivation

❑ Handing over

❑ Finding other interests

❑ Introducing or suggesting yourself to interests

 

 

1    Vision and Strategy

Vision → mission → objectives → goals

For each goal describe

  • The ideal situation
  • The worst case
  • The risks
    • Consequences of each risk
    • How to prevent or minimize the risk
  • The implications to other goals
  • Number and characteristics of the key roles responsible for each goal

Prioritize the key roles/areas/goals in your association

2    Defining key issues, needs and possible gaps

Tasks for the position

• Needed knowledge

• Needed skills

• Needed experience

• Personal competences

• Other benefits

• Network

Areas of attention – missing resources or competences to be developed

Timeline/plan for the development of the gaps discovered

3   Recruiting talent and successors

Describe

• Where you can find your talent

• How you will choose successors

• What barriers you might prevent – and how

Create a talent pool

4    Developing talent and successors

Create a development plan including

• On-the-job training

• Off-the-job training

• Networking and peer exchange opportunities

 

5   Handing over process

  • Make a plan for the start
  • Install the successor
  • Sort out procedures and documents
  • Decrease the tasks for the predecessor and increase the tasks for the successor
  • Consider how to provide personal support

6    Revising the Strategy

• Step by step revision

• Adjusting to constitution

• Adjusting procedures