Examples of Creating Succession Plans

You can create succession plans on the Succession Overview page.

Go to My Client Groups > Succession Plans to view this page.

Create a Succession Plan for a Job

You must create a succession plan for the job Channel Sales VP of North America. Only current sales directors are eligible for this role.

Set Plan Type to Job.
Select the North America business unit.
Search for sales directors globally and add them as candidates.
Use the Add > Best-Fit Candidates option, search for sales directors who match the model profile for the job, and add them as candidates.
Set readiness and risk of loss values.
For candidates outside North America, assess willingness to relocate.
Delete any candidate who's either at high risk of loss or unwilling to relocate.

Create a Plan for Multiple Positions

Your organization has many North American outlets, each with a general manager. Each year, 10 percent of general managers either win promotions or resign. You plan a talent review meeting to evaluate candidates and fill a current vacancy.

Set Plan Type to Position.
Select the North America business unit and set the position to General Manager.
Search for and select candidates with management experience.
Add plan candidates to the existing general manager talent pool.
Set readiness and risk of loss values for known candidates.
Schedule the talent review meeting.
Associate both the succession plan and the talent pool with the meeting so that they appear on the meeting dashboard.

During the meeting, participants rate the review population and add candidates. The meeting identifies Elizabeth White as the preferred candidate, who accepts the offer. You remove her from the plan but keep it open to candidates for future vacancies.