1. Identifying Critical Roles
Your leadership team identifies critical roles for your function or region that need to be addressed in the Succession Planning process. Senior leadership roles at the Executive Team, their direct reports (MAC) and their direct reports are always addressed in Succession Planning. Other roles may be addressed as well:
Business criticality: There is a significant risk to the business if the role is vacant.
Scope: The role has a large span of control.
Critical skill set: The skill set is essential to business operations, complex, and cannot be learned quickly or easily.
Assess/Refresh Role Requirements
Your leadership team, with support from HR, reviews and updates requirements for each role identified as critical. This is important to make sure that the organization is planning for future role requirements, and not just current requirements. You may be asked to provide input to this process to ensure that role requirements are accurate.
2. Identifying Successors
Working from the information gained through People Review, HR and the leadership team identify potential successors for each critical role. As input, they use:
Aggregated Performance-Potential Matrices
Accelerator lists
Diversity lists