Succession Planning Roadmap

What are the first steps an organization should be considering when they are faced with a staff transition, whether part of standard operations or in an emergency situation? Which activities are the most important as you are involved in updating position descriptions, hiring processes, and onboarding new staff? And, what can we learn from each succession planning experience which could make the next time easier?

From the information we learned in our many listening sessions and interviews, as well as our project survey, we began to be able to put together this roadmap, utilizing suggestions from our participant’s experiences and stories.
The following information reflects good practices from the field which can be utilized as you develop and implement succession activities at your organization.