Plan for the future, today.
Create, collaborate, and manage succession plans that strengthen your talent bench and your company’s future.
Centralize your succession plans in one secure place
Ditch the spreadsheets and bring all your succession plans into a single connected system to track incumbents, successors, and readiness.
See readiness and risk at a glance
Tag potential successors with readiness and attrition risks to quickly assess pipeline strength, spot talent gaps, and ensure leadership continuity.
Make decisions grounded in real performance data
Connect succession planning with calibrations to evaluate successors based on actual performance insights, rather than static documents.
Collaborate securely with the right stakeholders
Add collaborators with view-only or edit access so HR, managers, and leaders can co-own succession planning without compromising sensitive data.
Learn how to strengthen your leadership pipeline
Frequently Asked Questions
What is succession planning and why is it important?
Succession planning is the process of identifying potential successors for key roles within an organization. It helps companies prepare for leadership transitions, reduce business risk, and ensure long-term continuity.
How does Lattice Succession Planning work?
Lattice Succession Planning centralizes all your critical role and successor information in one secure dashboard. HR teams can create plans, add incumbents and potential successors, tag readiness and attrition risks, and share access with collaborators for a connected, data-driven process.
How does Lattice integrate with other talent processes?
Lattice connects succession planning directly to Calibrations and other performance workflows, allowing users to view key employee data, like past performance reviews, talent review ratings, and growth areas, without leaving the platform.
Is Lattice Succession Planning included in the Performance module?
Yes. Lattice Succession Planning is included at no additional cost for customers using the Lattice Performance module.
How secure is the data in Lattice Succession Planning?
Lattice includes role-based permissions and collaborator settings to ensure sensitive succession data is only accessible to approved stakeholders. This helps HR maintain compliance and protect confidential information.
What are the benefits of using Lattice Succession Planning instead of spreadsheets?
Unlike static spreadsheets, Lattice offers a centralized, collaborative, and connected system for managing succession plans. It reduces manual work, keeps data up to date, and ties plans directly to real performance insights for master and more confident decision-making.
What roles should have a succession plan?
Any role considered critical to business continuity — such as executives, senior managers, or highly specialized positions — should have a documented succession plan. These roles are often “single points of failure,” where turnover could create major disruption.