SUCCESSION PLANNING CHECKLIST TEMPLATE (HR)

Created by ChecklistGuro (https://checklistguro.com)

--- IDENTIFY CRITICAL ROLES ---
[ ] Role Description
[ ] Impact on Business Operations (High/Medium/Low) (High, Medium, Low)
[ ] Number of Direct Reports
[ ] Strategic Importance (High/Medium/Low) (High, Medium, Low)
[ ] Last Reviewed Date

--- ASSESS CURRENT TALENT POOL ---
[ ] Performance Rating (Last Review)
[ ] Years of Experience in Role (Less than 1 Year, 1-3 Years, 3-5 Years, 5+ Years)
[ ] Key Skills Demonstrated (Leadership, Communication, Problem-Solving, Technical Skills, Strategic Thinking)
[ ] Strengths Observed
[ ] Potential Score (1-10)
[ ] Current Role Level (Entry Level, Mid-Level, Senior Level, Leadership)

--- IDENTIFY POTENTIAL SUCCESSORS ---
[ ] Current Role (Sales, Marketing, Engineering, Finance, HR, Operations)
[ ] Years with Company
[ ] Performance Rating (Last Review) (Exceeds Expectations, Meets Expectations, Needs Improvement)
[ ] Strengths & Potential
[ ] Leadership Potential (High, Moderate, Limited)
[ ] Last Promotion Date
[ ] Key Skills (Communication, Problem Solving, Teamwork, Technical Skills, Strategic Thinking)

--- DEVELOP INDIVIDUAL DEVELOPMENT PLANS (IDPS) ---
[ ] Current Skill Set Assessment
[ ] Areas for Development (identified through assessment)
[ ] Desired Skill Development Areas (Leadership, Technical Skills, Communication, Project Management, Strategic Thinking)
[ ] Target Completion Time (in months)
[ ] IDP Review Date
[ ] Training Type Preference (Online Courses, Mentorship, Workshops, On-the-Job Training)
[ ] Supporting Documents (e.g., previous performance reviews)

--- PROVIDE TARGETED TRAINING & MENTORING ---
[ ] Select Training Programs Offered (Leadership Development, Technical Skills Training, Communication Skills Workshop, Project Management Course, Industry-Specific Certification)
[ ] Describe Mentoring Program Structure
[ ] Mentor Assigned? (Yes, No)
[ ] First Mentoring Session Date
[ ] Outline Key Topics for Discussion (Mentoring)
[ ] Estimated Hours of Mentorship Per Month
[ ] Feedback Sessions Scheduled? (Yes, No)

--- TRACK PROGRESS & PROVIDE FEEDBACK ---
[ ] Last Feedback Session Date
[ ] Progress Towards Development Goals (1-10)
[ ] Summary of Feedback Provided
[ ] Overall Progress Assessment (On Track, Needs Improvement, Exceeding Expectations)
[ ] Next Review Date
[ ] Areas for Continued Development (If Applicable)

--- REVIEW AND UPDATE SUCCESSION PLANS ---
[ ] Last Review Date
[ ] Number of Critical Roles Reviewed
[ ] Overall Assessment of Plan Effectiveness (Highly Effective, Effective, Needs Improvement, Ineffective)
[ ] Summary of Changes/Updates Made
[ ] Next Scheduled Review Date
[ ] Areas Requiring Further Attention (Identification of Potential Successors, Development Plan Implementation, Communication with Stakeholders, Risk Mitigation Strategies)
[ ] Reviewer Name

--- DOCUMENT SUCCESSION PLANNING PROCESS ---
[ ] Succession Plan Creation Date
[ ] Last Review Date
[ ] Review Frequency (in months)
[ ] Summary of Review Findings & Updates
[ ] Supporting Documentation (e.g., IDPs, performance reviews)
[ ] Current Status of Plan (Active, Inactive, Under Review)

--- COMMUNICATION & ALIGNMENT ---
[ ] Summary of Succession Plan Goals
[ ] Stakeholders Informed (Select all that apply) (Executive Leadership, Department Heads, HR Team, Finance, Board of Directors)
[ ] Date of Stakeholder Communication
[ ] Communication Method Used
[ ] Level of Alignment with Business Strategy (Fully Aligned, Mostly Aligned, Partially Aligned, Not Aligned)
[ ] Number of Feedback Sessions Held

--- CONTINGENCY PLANNING ---
[ ] Describe potential triggering events (e.g., sudden resignation, extended leave)
[ ] Primary Contact Person (in case of unexpected departure) (HR Manager, Department Head, Designated Team Lead)
[ ] Estimated time to fill role (in days)
[ ] Date of last contingency plan review
[ ] Potential temporary solutions (select all that apply) (Re-assign responsibilities, Hire temporary staff, Outsource tasks, Internal cross-training, Prioritize key tasks)
[ ] Detailed steps to activate the contingency plan

--- END OF TEMPLATE ---
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