Planning

Successfully recruiting your next senior leader is multi-stage process that begins and ends with a well-articulated succession plan. This template outlines the key steps in the succession planning process, and provides a structure to gather input from key stakeholders and outline organizational objectives and timelines.


The contingency inventory is essential to the transfer of key knowledge in your organization. It’s a document that is updated regularly with critical information and made available to anyone at the senior leadership level. It provides a reference document for a variety of critical positions and ensures that important information is transmitted to employees who move into new positions through succession management processes. This information may also be required for a variety of other reasons, including unexpected employee departures.

The goal of succession planning is to introduce and maintain a culture of leadership continuity within your organization. Succession plans are critical to the success of your organization and should provide for a process that recognizes, develops and retains leadership talent. Organizations often create a succession plan outlining the process for retaining, developing, and/or replacing position within the organization.


SOAR is a way to set goals based on the organizational practice of Appreciative Inquiry (AI). This vision-based approach of open dialogue invites organizational members to learn and value their personal histories, the history of their organization and its culture. The AI approach allows them to:

  • Build on their strengths (the positive core).
  • Discover opportunities.
  • Visualize goals and strategic alternatives.
  • Identify enabling objectives.

 

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