Succession Planning Template

Succession planning isn’t just for exec teams and retirement scenarios. It’s how high-performing companies prepare for growth, reduce risk, and develop internal talent — long before a role opens up.

This free, easy-to-use template helps HR and people teams proactively identify critical roles, assess readiness, and create clear development plans for future leaders.

What’s Inside

• A framework to identify key roles and potential successors
• Talent readiness matrix to assess development needs
• Space to align on development actions and timelines
• Editable format so you can tailor it to your org’s structure

Why Succession Plans Matter

That “we’ll figure it out when we get there” approach? It’s risky, reactionary, and unfair to your people. This template helps HR teams get ahead, by creating clarity, driving retention, and setting up rising talent for long-term success.

Don’t wait for a resignation letter to start succession planning. Download the free template and put a plan in place today.