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Succession plans normally cover both short- and longer-term successors for key positions, and development plans for these successors.

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Flexible Succession Planning Processes


Succession planning is challenging in today environment with the constant turnover therefore plans need to be flexible and scalable. There is a need for companies to consider increasing the diversity of the talent pool to ensure the talents of women and ethnic minorities are properly developed.

The most common model is centralized succession planning which covers most senior jobs (the top two or three tiers).

Succession plans cover both short- and longer-term successors for key positions, and a roadmap for development timelines. A number of jobs that are of similar type and similar skills, successors are chosen and identified as the ‘talent pool’.

Succession planning should be flexible and adapt to changing needs of the organization as summarized below:

  1. Emphasis on using succession planning as a process for pro-actively developing ‘talent’.

  2. Planning for ‘pools’ of jobs, not just for individual posts.

  3. Acceptance for a diverse management team, with functional strength and general management skills.

  4. Consideration of current and future skills.

  5. Objective information on performance, skills and potential of individuals.

  6. A collective management process for identifying successors.

  7. A database for candidate searches during reorganizations and job openings.

  8. Analysis of skill gaps revealed by the planning process.

  9. Line ownership, executive team, with facilitation and support from HR.

Succession planning cannot stand alone it has to be aligned with the strategy and have a direct influence on job filling and or development. Usually senior line managers, middle management, Human Resources and a committee of peers form a committee to generate cross-functional opinions. This committee ensures the succession decisions are based on objective evidence.

The HR function has a critical role including process, design and facilitation; challenging judgments and plans; mentoring in the planning; career counseling and information support. Talent databases are valuable HR tool to develop an internal shortlist by assisting in identifying individual development plans for those identified as part of the ‘talent pool’. This information supports searching for internal candidates when vacancies arise. Performance appraisals can also be used as part of the skill criteria needed for a job. It is also important these cover job specific and functional skills as well as generic leadership and managerial competencies.

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