Succession Planning Master Template

KEY POSITIONS: ______________________________

Division/Department

POSITION
Position Title

Incumbent

Revised: _______________________

Position
since

INTERIM
(in case of crisis)

SHORT TERM
(ready now)

POTENTIAL SUCCESSORS
MEDIUM TERM
(after preparation)

DEVELOPMENT NEEDS

A temporany 'fill' in
required in the case
of an unexpected
opening.

A permanent
replacement for the
departed incumbent
from within the
organization.

A permanent
replacement for the
departed incumbent
from within the
organization.

For medium term successors, some

training is required

This need can result

from the original
employee
experiencing an
accident, injury,
death, sudden
resignation without
notice or other form
of an unexpected
absence.

The transition period

between the former
workers departure
and the
replacements takeover would be a
fairly short period of
time since little or no
training would be
required.

The transition period

between the former
workers departure and
the replacements takeover would involve
some training and time
spent on preparing the
replacement for their
new position.

[Insert in the space provided the specific

programs, courses, and other initiatives
required for the replacement to take
over the role of the departed incumbent.
Include the name of the training
program/course, the duration, and the
dates development initiatives will
commence and conclude.]

[Insert name of
replacement]

[Insert name of
replacement]

[Insert name of
replacement]