{"id":7025,"date":"2022-01-11T11:00:35","date_gmt":"2022-01-11T11:00:35","guid":{"rendered":"https:\/\/www.talogy.com\/?post_type=knowledge_hub&#038;p=7025"},"modified":"2025-11-10T21:16:55","modified_gmt":"2025-11-10T21:16:55","slug":"succession-planning","status":"publish","type":"knowledge_hub","link":"https:\/\/talogy.com\/en\/knowledge-hub\/succession-planning\/","title":{"rendered":"Succession planning"},"content":{"rendered":"\n<section class=\"wp-block-group alignfull hero-variation-four has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-b8cc06b1 wp-block-group-is-layout-constrained\" style=\"background:linear-gradient(135deg,rgb(255,255,255) 0%,rgb(245,235,255) 30%,rgb(232,195,255) 100%);padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-columns are-vertically-aligned-top is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-6a165bb8 wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\"><div class=\"yoast-breadcrumbs\"><span><span><a href=\"https:\/\/talogy.com\/en\/\">Home<\/a><\/span> \/ <span><a href=\"https:\/\/talogy.com\/en\/knowledge-hub\/\">Explore the latest talent topics<\/a><\/span> \/ <span class=\"breadcrumb_last\" aria-current=\"page\"><strong>Succession planning<\/strong><\/span><\/span><\/div>\n\n\n<h1 class=\"wp-block-heading has-secondary-900-color has-text-color has-link-color has-xxxl-font-size wp-elements-4152f317b6bbc841b3e626e70f4a420d\" style=\"font-style:normal;font-weight:800\">Succession planning<\/h1>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#form\">Connect with an expert<\/a><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group novashare-pattern has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\"><style>.ns-block-81bfa616-236a-4442-b5d8-9d9b8ef4afa6 .ns-button{--ns-btn-color:#A335FF}.ns-block-81bfa616-236a-4442-b5d8-9d9b8ef4afa6 .ns-button:hover{--ns-btn-color:#fff}body .ns-block-81bfa616-236a-4442-b5d8-9d9b8ef4afa6 a.ns-button:hover .ns-button-wrapper>span{box-shadow:none !important;filter:brightness(1) !important}.ns-block-81bfa616-236a-4442-b5d8-9d9b8ef4afa6 .ns-button-icon *,.ns-block-81bfa616-236a-4442-b5d8-9d9b8ef4afa6 .ns-button-label span{color:#fff}.ns-block-81bfa616-236a-4442-b5d8-9d9b8ef4afa6 .ns-button:hover .ns-button-icon *,.ns-block-81bfa616-236a-4442-b5d8-9d9b8ef4afa6 .ns-button:hover 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1.8-3.7.9-6.9-.5-9.7s-12.5-30.1-17.1-41.2c-4.5-10.8-9.1-9.3-12.5-9.5-3.2-.2-6.9-.2-10.6-.2s-9.7 1.4-14.8 6.9c-5.1 5.6-19.4 19-19.4 46.3s19.9 53.7 22.6 57.4c2.8 3.7 39.1 59.7 94.8 83.8 35.2 15.2 49 16.5 66.6 13.9 10.7-1.6 32.8-13.4 37.4-26.4s4.6-24.1 3.2-26.4c-1.3-2.5-5-3.9-10.5-6.6\"\/><\/svg><\/span><span class='ns-button-label ns-button-block ns-hide'><span class='ns-button-label-wrapper'>WhatsApp<\/span><\/span><\/span><\/a><a href='' aria-label='Share via Email' target='_self' class='ns-button email' rel='nofollow'><span class='ns-button-wrapper ns-button-block'><span class='ns-button-icon ns-button-block'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><path fill=\"currentColor\" d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7M256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4\"\/><\/svg><\/span><span class='ns-button-label ns-button-block ns-hide'><span class='ns-button-label-wrapper'>Email<\/span><\/span><\/span><\/a><a href='' aria-label='Share on more networks' target='_blank' class='ns-button share' rel='nofollow' onClick='event.preventDefault();'><span class='ns-button-wrapper ns-button-block'><span class='ns-button-icon ns-button-block'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"-32 0 512 512\"><path fill=\"currentColor\" d=\"M352 320c-22.608 0-43.387 7.819-59.79 20.895l-102.486-64.054a96.55 96.55 0 0 0 0-41.683l102.486-64.054C308.613 184.181 329.392 192 352 192c53.019 0 96-42.981 96-96S405.019 0 352 0s-96 42.981-96 96c0 7.158.79 14.13 2.276 20.841L155.79 180.895C139.387 167.819 118.608 160 96 160c-53.019 0-96 42.981-96 96s42.981 96 96 96c22.608 0 43.387-7.819 59.79-20.895l102.486 64.054A96.3 96.3 0 0 0 256 416c0 53.019 42.981 96 96 96s96-42.981 96-96-42.981-96-96-96\"\/><\/svg><\/span><span class='ns-button-label ns-button-block ns-hide'><span class='ns-button-label-wrapper'>Share<\/span><\/span><\/span><\/a><\/div><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-full has-custom-border\"><img decoding=\"async\" width=\"770\" height=\"578\" src=\"https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/hero-v4-lime-background-woman-hands-on-hips.jpg\" alt=\"woman posing with hands on hips\" class=\"wp-image-104110\" style=\"border-radius:10px;box-shadow:var(--wp--preset--shadow--elevation-300)\" srcset=\"https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/hero-v4-lime-background-woman-hands-on-hips.jpg 770w, https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/hero-v4-lime-background-woman-hands-on-hips-300x225.jpg 300w, https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/hero-v4-lime-background-woman-hands-on-hips-768x576.jpg 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<div class=\"wp-block-group alignwide has-black-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-97a15b39 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--30)\">\n<div class=\"wp-block-columns two-keyline-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-border-color is-layout-flow wp-container-core-column-is-layout-d1ac5b5a wp-block-column-is-layout-flow\" style=\"border-color:#822ACC;border-width:2px;border-radius:15px;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30);flex-basis:50%\">\n<p class=\"has-white-color has-text-color has-link-color has-s-font-size wp-elements-29421d307c64032850140b3525aca9a4\"><strong>Jump to section:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"#what-is-succession-planning\">What is succession planning?<\/a><\/li>\n\n\n\n<li><a href=\"#why-is-business-succession-planning-important\">Why is business succession planning important?<\/a><\/li>\n\n\n\n<li><a href=\"#how-does-succession-planning-work\">How does succession planning work?<\/a><\/li>\n\n\n\n<li><a href=\"#what-is-the-connection-between-succession-planning-and-talent-management\">What is the connection between succession planning and talent management?<\/a><\/li>\n\n\n\n<li><a href=\"#what-is-involved-in-succession-planning\">What is involved in succession planning?<\/a><\/li>\n\n\n\n<li><a href=\"#what-is-the-connection-between-succession-planning-and-recruitment\">What is the connection between succession planning and recruitment?<\/a><\/li>\n\n\n\n<li><a href=\"#how-often-should-succession-planning-be-reviewed\">How often should succession planning be reviewed?<\/a><\/li>\n\n\n\n<li><a href=\"#should-succession-planning-be-confidential\">Should succession planning be confidential?<\/a><\/li>\n\n\n\n<li><a href=\"#how-to-create-an-effective-succession-plan\">How to create an effective succession plan<\/a><\/li>\n\n\n\n<li><a href=\"#how-should-key-roles-be-identified-for-inclusion-in-succession-planning\">How should key roles be identified for inclusion in succession planning?<\/a><\/li>\n\n\n\n<li><a href=\"#can-assessments-benefit-succession-planning\">Can assessments benefit succession planning?<\/a><\/li>\n\n\n\n<li><a href=\"#optimize-your-succession-planning-process-with-Talogy-InView-Leadership\">Optimize your succession planning process with Talogy InView Leadership<\/a><\/li>\n\n\n\n<li><a href=\"#what-are-some-common-succession-planning-mistakes\">What are some common succession planning mistakes?<\/a><\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<section class=\"wp-block-group text-content-wrapper is-style-section-dark has-global-padding is-layout-constrained wp-block-group-is-layout-constrained is-style-section-dark--1\" style=\"padding-top:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--70)\">\n<div class=\"wp-block-media-text is-stacked-on-mobile is-vertically-aligned-top\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"819\" height=\"1024\" src=\"https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-lime-background-woman-arms-crossed-819x1024.jpg\" alt=\"woman with arms crossed\" class=\"wp-image-105202 size-full\" srcset=\"https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-lime-background-woman-arms-crossed-819x1024.jpg 819w, https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-lime-background-woman-arms-crossed-240x300.jpg 240w, https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-lime-background-woman-arms-crossed-768x960.jpg 768w, https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-lime-background-woman-arms-crossed.jpg 1160w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\" id=\"what-is-succession-planning\">What is succession planning?<\/h2>\n\n\n\n<p>Succession planning is a proactive process of identifying roles at the core of the organization and then implementing a plan for keeping those roles filled with qualified and capable employees, for the short, medium, and long term. While each organization will have its own succession planning definition, this strategy focuses on identifying and growing talent to fill leadership and business-critical positions in the future. It involves continuous discussions about talent, resources, and action-oriented planning for the future.<\/p>\n\n\n\n<p>Organizations need a succession planning strategy for understanding the strengths of their current resources and people\u2019s motivations and aspirations for the future. With this data, organizations can identify gaps between the ideal talent landscape for critical roles and the current options. Once these gaps are identified, organizations can adopt strategies to address them by implementing and maintaining processes to attract, acquire, develop, and <a href=\"\/en\/blog\/5-things-successful-companies-do-to-retain-top-talent\/\">retain top talent<\/a>.<\/p>\n<\/div><\/div>\n<\/section>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"why-is-business-succession-planning-important\">Why is business succession planning important?<\/h2>\n\n\n\n<p>Businesses that regularly discuss talent and have a good understanding of their future needs give themselves a better chance of adapting and responding quickly and effectively in the face of change. Strong talent is always in demand. Proactively and strategically investing in the development of existing talent to prepare them for future leadership and business-critical roles gives organizations a competitive edge.<\/p>\n\n\n\n<p>Effective succession planning processes also enable organizations to make sound financial decisions around their future staffing needs, ensures key knowledge and expertise are transferred appropriately when critical employees depart, and supports business continuity during times of transition.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-does-succession-planning-work\">How does succession planning work?<\/h2>\n\n\n\n<p>Succession planning is a business strategy that prioritizes business continuity by preparing current capable employees for critical leadership roles. From identifying specific roles that require a succession plan to developing and executing leadership training, and analyzing quality candidates, replacement planning can be time-consuming and may require a lot of effort from senior leaders and HR professionals.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-the-connection-between-succession-planning-and-talent-management\">What is the connection between succession planning and talent management?<\/h2>\n\n\n\n<p>Succession planning goes beyond the simple creation of a plan; organizations must have a strategy for bringing that plan to life and keeping it up-to-date with any internal (e.g. structural) or external (e.g. market forces) changes. Talent assessment processes support succession planning by providing insight into strengths and skill gaps within the talent pool, enabling effective successor identification and development.<\/p>\n\n\n\n<section class=\"wp-block-group alignwide text-content-wrapper is-style-section-dark has-global-padding is-layout-constrained wp-block-group-is-layout-constrained is-style-section-dark--2\" style=\"padding-top:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--70)\">\n<div class=\"wp-block-media-text is-stacked-on-mobile is-vertically-aligned-top\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"819\" height=\"1024\" src=\"https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-yellow-background-man-orange-button-down-819x1024.jpg\" alt=\"man wearing orange button down shirt\" class=\"wp-image-105618 size-full\" srcset=\"https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-yellow-background-man-orange-button-down-819x1024.jpg 819w, https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-yellow-background-man-orange-button-down-240x300.jpg 240w, https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-yellow-background-man-orange-button-down-768x960.jpg 768w, https:\/\/talogy.com\/wp-content\/uploads\/2025\/04\/interior-vertical-yellow-background-man-orange-button-down.jpg 1160w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\" id=\"what-is-involved-in-succession-planning\">What is involved in succession planning?<\/h2>\n\n\n\n<p>Succession planning starts with future requirements in mind. What roles and people resources will the organization need to be successful in the future? Most succession planning strategies focus on mission-critical roles and responsibilities, so these should be identified first.<\/p>\n\n\n\n<p>Typically, succession plans cover all leadership positions and some specific expert roles that require deep expertise. An effective succession planning process then identifies feasible options for replacing people in any of these current roles should they move outside the organization. At the same time, organizations work with current employees that have potential to take on key roles in the future to understand what types of roles fit their skillset and what development is required to help them effectively take on these critical roles in the future. This information is then recorded in the appropriate location.<\/p>\n<\/div><\/div>\n<\/section>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-the-connection-between-succession-planning-and-recruitment\">What is the connection between succession planning and recruitment?<\/h2>\n\n\n\n<p>While there are various approaches regarding how to do succession planning, they all tend to take a long-term perspective rather than replacement hiring, which focuses on filling vacancies when they arise. Effective succession planning allows organizations to make better decisions about where to spend money on recruitment. Proactively developing existing talent for key positions in the future can reduce the costs associated with recruiting, selecting, and onboarding external hires. This allows for a more targeted investment in critical roles.<\/p>\n\n\n\n<p><a href=\"https:\/\/info.talogy.com\/en-us\/how-to-reimagine-your-talent-life-cycle\" target=\"_blank\" rel=\"noreferrer noopener\">Download our guide to navigating the new talent landscape<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-often-should-succession-planning-be-reviewed\">How often should succession planning be reviewed?<\/h2>\n\n\n\n<p>While succession planning is often built into an annual cycle, it should be a continuous process that is kept active through ongoing discussions and attention to <a href=\"\/en\/knowledge-hub\/employee-development\/\">employee development<\/a>. Individuals\u2019 aspirations and motivations can change over time, and organizations who fail to stay close to their talent, as well as the business\u2019 changing needs, do so at their peril.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"should-succession-planning-be-confidential\">Should succession planning be confidential?<\/h2>\n\n\n\n<p>Succession planning is the most impactful when it is transparent. Understandably, some organizations keep information about succession planning secret for fear of setting unrealistic expectations, as well as causing disappointment in those not identified as successors. However, creating a culture of transparency based on open and constructive feedback is the best way to engage employees and help them understand expectations and where to focus their development. Organizations that encourage honest, two-way conversations create an environment based on trust that enables everyone to thrive and strive to perform even better.<\/p>\n\n\n\n<p>It is important to be transparent about the needs and nuances of the succession planning process. Communicate clearly and commit to objective evaluations of candidate performance, values, and core competencies. Ensure that the needs of the role, the company, and the potential successor are met and that all parties are ready to tackle the next chapter with a growth mindset.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-create-an-effective-succession-plan\">How to create an effective succession plan<\/h2>\n\n\n\n<p>An effective succession planning strategy is a long-term undertaking. Leaders must commit to the process, envisioning future resources, organizational, and financial needs. Because corporate succession planning is a long process, it is important to prioritize structure, measurable outcomes, realistic standards, and clear communication to guarantee the most effective and efficient outcomes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The phases of succession planning<\/h3>\n\n\n\n<p>While there are many succession planning steps, the overall process can be broken up into four broad phases.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phase 1:<\/strong> Succession planning starts by identifying critical roles that would benefit from being filled by an internal candidate and getting senior leaders to participate in the development of emerging talent. Talent development is foundational because it broadens the pool of strong candidates, offering them experiences and mentorships that sharpen their skills and institutional knowledge. This also acknowledges employees\u2019 abilities and growth potential, making them feel valued and strengthening their commitment to the organization.<\/li>\n\n\n\n<li><strong>Phase 2:<\/strong> This next phase involves measuring employee achievements and progress against organizational and succession planning goals. This helps identify internal candidates best suited for succession roles, while others continue to grow and thrive in non-succession roles.<\/li>\n\n\n\n<li><strong>Phase 3:<\/strong> In this phase of the succession planning process, leadership development intensifies for succession candidates. They participate in bigger projects, take on more challenging tasks, and develop deeper professional connections with senior executives.<\/li>\n\n\n\n<li><strong>Phase 4:<\/strong> The final phase involves selecting a successor based on an evaluation that maps each candidate\u2019s strengths and development areas.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"\/en\/blog\/7-benefits-of-a-good-succession-plan\/\">Discover the 7 benefits of a good succession plan<\/a><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide tal-content-icon-list has-black-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-top:4.5rem;padding-bottom:4.5rem\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-65e523f9 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-white-color has-text-color has-link-color has-xxl-font-size wp-elements-bc5e60746fa8157b55409420d66dd8d8\" id=\"how-should-key-roles-be-identified-for-inclusion-in-succession-planning\" style=\"line-height:1.2\">How should key roles be identified for inclusion in succession planning?<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-tertiary-500-color has-text-color has-link-color has-s-font-size wp-elements-b95cc9c258f2ef16b00a8aa7c7c926fd\" style=\"margin-top:0.5rem;line-height:1.5\">Although it might be tempting to include all positions and roles in business succession planning, it\u2019s not feasible or realistic. Effective succession planning typically focuses solely on the most important roles in an organization, and identifying those that pose the greatest risk to the organization if left unfilled. Here are some questions to help identify which roles should be included in succession planning:<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-global-padding is-layout-constrained wp-container-core-column-is-layout-346627ba wp-block-column-is-layout-constrained\">\n<div class=\"wp-block-group tal-checkbox-content is-nowrap is-layout-flex wp-container-core-group-is-layout-bd657856 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-outermost-icon-block\"><div class=\"icon-container\" style=\"width:48px;transform:rotate(0deg) scaleX(1) scaleY(1)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"48\" height=\"48\" fill=\"none\"><path fill=\"#A335FF\" d=\"M38.586 10.586a2 2 0 0 1 2.995 2.64l-.167.188-16 16a2 2 0 0 1-2.64.167l-.188-.167-6-6a2 2 0 0 1 2.64-2.995l.188.167L24 25.17l14.586-14.584Z\"><\/path><path fill=\"#fff\" d=\"M30 6a2 2 0 0 1 .233 3.987L30 10H12a2 2 0 0 0-1.986 1.767L10 12v24a2 2 0 0 0 1.767 1.986L12 38h24a2 2 0 0 0 1.986-1.767L38 36V24a2 2 0 0 1 3.986-.233L42 24v12a6 6 0 0 1-5.648 5.99L36 42H12a6 6 0 0 1-5.99-5.648L6 36V12a6 6 0 0 1 5.648-5.99L12 6h18Z\"><\/path><\/svg><\/div><\/div>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-3089c26d274df092dc8019ed5927e92e\">Are the decisions made by the person in this role significant to the company?<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tal-checkbox-content is-nowrap is-layout-flex wp-container-core-group-is-layout-bd657856 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-outermost-icon-block\"><div class=\"icon-container\" style=\"width:48px;transform:rotate(0deg) scaleX(1) scaleY(1)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"48\" height=\"48\" fill=\"none\"><path fill=\"#A335FF\" d=\"M38.586 10.586a2 2 0 0 1 2.995 2.64l-.167.188-16 16a2 2 0 0 1-2.64.167l-.188-.167-6-6a2 2 0 0 1 2.64-2.995l.188.167L24 25.17l14.586-14.584Z\"><\/path><path fill=\"#fff\" d=\"M30 6a2 2 0 0 1 .233 3.987L30 10H12a2 2 0 0 0-1.986 1.767L10 12v24a2 2 0 0 0 1.767 1.986L12 38h24a2 2 0 0 0 1.986-1.767L38 36V24a2 2 0 0 1 3.986-.233L42 24v12a6 6 0 0 1-5.648 5.99L36 42H12a6 6 0 0 1-5.99-5.648L6 36V12a6 6 0 0 1 5.648-5.99L12 6h18Z\"><\/path><\/svg><\/div><\/div>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-5562a061b6ecb21720045120bcedd2f1\">Is this a leadership role, and does it have direct responsibility for a large team?<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tal-checkbox-content is-nowrap is-layout-flex wp-container-core-group-is-layout-bd657856 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-outermost-icon-block\"><div class=\"icon-container\" style=\"width:48px;transform:rotate(0deg) scaleX(1) scaleY(1)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"48\" height=\"48\" fill=\"none\"><path fill=\"#A335FF\" d=\"M38.586 10.586a2 2 0 0 1 2.995 2.64l-.167.188-16 16a2 2 0 0 1-2.64.167l-.188-.167-6-6a2 2 0 0 1 2.64-2.995l.188.167L24 25.17l14.586-14.584Z\"><\/path><path fill=\"#fff\" d=\"M30 6a2 2 0 0 1 .233 3.987L30 10H12a2 2 0 0 0-1.986 1.767L10 12v24a2 2 0 0 0 1.767 1.986L12 38h24a2 2 0 0 0 1.986-1.767L38 36V24a2 2 0 0 1 3.986-.233L42 24v12a6 6 0 0 1-5.648 5.99L36 42H12a6 6 0 0 1-5.99-5.648L6 36V12a6 6 0 0 1 5.648-5.99L12 6h18Z\"><\/path><\/svg><\/div><\/div>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-68176d0c704a940a5c705255f1d462fb\">Does this role require specialist knowledge that is hard to replace?<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tal-checkbox-content is-nowrap is-layout-flex wp-container-core-group-is-layout-bd657856 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-outermost-icon-block\"><div class=\"icon-container\" style=\"width:48px;transform:rotate(0deg) scaleX(1) scaleY(1)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"48\" height=\"48\" fill=\"none\"><path fill=\"#A335FF\" d=\"M38.586 10.586a2 2 0 0 1 2.995 2.64l-.167.188-16 16a2 2 0 0 1-2.64.167l-.188-.167-6-6a2 2 0 0 1 2.64-2.995l.188.167L24 25.17l14.586-14.584Z\"><\/path><path fill=\"#fff\" d=\"M30 6a2 2 0 0 1 .233 3.987L30 10H12a2 2 0 0 0-1.986 1.767L10 12v24a2 2 0 0 0 1.767 1.986L12 38h24a2 2 0 0 0 1.986-1.767L38 36V24a2 2 0 0 1 3.986-.233L42 24v12a6 6 0 0 1-5.648 5.99L36 42H12a6 6 0 0 1-5.99-5.648L6 36V12a6 6 0 0 1 5.648-5.99L12 6h18Z\"><\/path><\/svg><\/div><\/div>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-074d6d68deb92db5ef16bf58db6a77ee\">Is there a high risk if a person in this role leaves to join a competitor?<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tal-checkbox-content is-nowrap is-layout-flex wp-container-core-group-is-layout-bd657856 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-outermost-icon-block\"><div class=\"icon-container\" style=\"width:48px;transform:rotate(0deg) scaleX(1) scaleY(1)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"48\" height=\"48\" fill=\"none\"><path fill=\"#A335FF\" d=\"M38.586 10.586a2 2 0 0 1 2.995 2.64l-.167.188-16 16a2 2 0 0 1-2.64.167l-.188-.167-6-6a2 2 0 0 1 2.64-2.995l.188.167L24 25.17l14.586-14.584Z\"><\/path><path fill=\"#fff\" d=\"M30 6a2 2 0 0 1 .233 3.987L30 10H12a2 2 0 0 0-1.986 1.767L10 12v24a2 2 0 0 0 1.767 1.986L12 38h24a2 2 0 0 0 1.986-1.767L38 36V24a2 2 0 0 1 3.986-.233L42 24v12a6 6 0 0 1-5.648 5.99L36 42H12a6 6 0 0 1-5.99-5.648L6 36V12a6 6 0 0 1 5.648-5.99L12 6h18Z\"><\/path><\/svg><\/div><\/div>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-9935fc13d295fd4619f7183bf77c079c\">Would filling this position be more protracted and costly than most other roles?<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tal-checkbox-content is-nowrap is-layout-flex wp-container-core-group-is-layout-bd657856 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-outermost-icon-block\"><div class=\"icon-container\" style=\"width:48px;transform:rotate(0deg) scaleX(1) scaleY(1)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"48\" height=\"48\" fill=\"none\"><path fill=\"#A335FF\" d=\"M38.586 10.586a2 2 0 0 1 2.995 2.64l-.167.188-16 16a2 2 0 0 1-2.64.167l-.188-.167-6-6a2 2 0 0 1 2.64-2.995l.188.167L24 25.17l14.586-14.584Z\"><\/path><path fill=\"#fff\" d=\"M30 6a2 2 0 0 1 .233 3.987L30 10H12a2 2 0 0 0-1.986 1.767L10 12v24a2 2 0 0 0 1.767 1.986L12 38h24a2 2 0 0 0 1.986-1.767L38 36V24a2 2 0 0 1 3.986-.233L42 24v12a6 6 0 0 1-5.648 5.99L36 42H12a6 6 0 0 1-5.99-5.648L6 36V12a6 6 0 0 1 5.648-5.99L12 6h18Z\"><\/path><\/svg><\/div><\/div>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-0c1700bd6911b263e2b5d21fed0bdd9c\">Would it take a significant effort and an elapsed period of time to train a successor for this role?<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"can-assessments-benefit-succession-planning\">Can assessments benefit succession planning?<\/h2>\n\n\n\n<p>Personality assessments gather data that inform multiple aspects of succession planning, such as understanding both individual and team strengths and gaps, <a href=\"\/en\/knowledge-hub\/leadership-assessment\/\">identifying leadership traits<\/a>, highlighting oversights in current practices that can be corrected with training or restructuring, and more. By zeroing in on potential leaders early, your organization can take a more insightful and nuanced approach to succession planning.<\/p>\n\n\n\n<div class=\"wp-block-cover alignwide has-parallax cta-purple-banner\" style=\"margin-top:var(--wp--preset--spacing--40);margin-bottom:var(--wp--preset--spacing--40);padding-top:var(--wp--preset--spacing--70);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><div class=\"wp-block-cover__image-background wp-image-130 has-parallax\" style=\"background-position:50% 50%;background-image:url(https:\/\/talogy.com\/wp-content\/themes\/talogy-theme\/assets\/images\/patterns\/cta-placeholder.png)\"><\/div><span aria-hidden=\"true\" class=\"wp-block-cover__background has-primary-500-background-color has-background-dim-0 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-container-core-cover-is-layout-cf3a80ec wp-block-cover-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-text-align-center has-large-font-size\" id=\"optimize-your-succession-planning-process-with-Talogy-InView-Leadership\">Optimize your succession planning process with Talogy InView Leadership<\/h2>\n\n\n\n<p class=\"has-text-align-center\">Optimize your succession planning process with Talogy\u2019s InView Leadership approach \u2014 covering a range of solutions to help you identify and develop leadership talent within your organization, and leverage our targeted InView Leadership development programs to raise a new crop of passionate leaders.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-primary-500-color has-white-background-color has-text-color has-background has-link-color wp-element-button\" href=\"\/en\/talent-management-solutions\/assessments\/talogy-inview-leadership\/\" style=\"border-width:2px\">Discover InView Leadership solutions<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-are-some-common-succession-planning-mistakes\">What are some common succession planning mistakes?<\/h2>\n\n\n\n<p>Some of the biggest succession planning mistakes organizations can make include not clearly communicating or committing to a vision built on broad leadership development, ignoring the importance of intersectionality and diversity in a talent pool, or failing to adopt a comprehensive, long-term succession strategy with goals defined along the way.<\/p>\n\n\n\n<p>The most impactful mistake is ultimately choosing a successor who is not an ideal fit for the role. To avoid these missteps, dedication to development plans and employee satisfaction, records of commitment and communications, and balancing a focus on key competencies and traits with room for change and agility are all vital for effective succession planning within an organization.<\/p>\n\n\n\n<p>Final candidates for a successor should be well-versed in the expectations of the position for which they are being prepared to take over. More importantly, each person should be excited and inspired by the opportunity and the company\u2019s values and purpose. An enthusiastic and skilled leader garners more support from a workforce in transition.<\/p>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-85518bf0 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60)\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-primary-500-color has-text-color has-link-color has-xxl-font-size wp-elements-6ec88f22b068f0d17a967d36fee65197\" id=\"form\">Let&#8217;s talk about how Talogy can help your organization plan for the future.<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top has-border-color has-white-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"border-color:#A335FF;border-width:2px;border-radius:15px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--10);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--10)\">\n<div class=\"wp-block-group has-white-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-b807a22d wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--40);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--40)\">\n<script data-ot-ignore type=\"text\/javascript\" src=\"https:\/\/js-eu1.hsforms.net\/forms\/v2.js\"><\/script>\n\n<script data-ot-ignore>\n(function() {\n    function createHubSpotForm() {\n        if (window.hbspt && window.hbspt.forms) {\n            hbspt.forms.create({\n                region: \"eu1\",\n                portalId: \"24974645\",\n                formId: \"da02f332-1957-4f36-9da8-c2f8c8e0eb25\"\n            });\n        } else {\n            setTimeout(createHubSpotForm, 100);\n        }\n    }\n    createHubSpotForm();\n})();\n<\/script>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Succession planning Jump to section: What is succession planning? Succession planning is a proactive process of identifying roles at the core of the organization and then implementing a plan for keeping those roles filled with qualified and capable employees, for the short, medium, and long term. While each organization will have its own succession planning [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"closed","template":"general-template","meta":{"footnotes":""},"tax_category":[159],"tax_topic":[165],"tax_industry":[157,156,155,154,153,152,151,150,149,148],"class_list":["post-7025","knowledge_hub","type-knowledge_hub","status-publish","hentry","tax_category-develop","tax_topic-succession-planning","tax_industry-automotive","tax_industry-energy-and-utility","tax_industry-federal-government","tax_industry-finance-and-insurance","tax_industry-healthcare","tax_industry-manufacturing","tax_industry-professional-services","tax_industry-public-sector","tax_industry-retail","tax_industry-state-and-local-government"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Succession Planning: Prepare for the Future | Talogy<\/title>\n<meta name=\"description\" content=\"Elevate your succession planning strategy with Talogy&#039;s knowledge hub. Access insights to ensure a smooth transition of leadership. \u2713 Explore more now.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/talogy.com\/en\/knowledge-hub\/succession-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Succession Planning: Prepare for the Future | Talogy\" \/>\n<meta property=\"og:description\" content=\"Elevate your succession planning strategy with Talogy&#039;s knowledge hub. 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