The desk guide is organized by the phases of succession planning. Each phase has relevant supporting tools. Some tools can are to be used as part of a comprehensive planning process. The “stand alone,” while others tools are also designed to be flexible when responding to the type or level of succession planning. Phases of Succession Description of Phases Relevant Tools Planning Understand what succession planning is and Succession Planning Webinar how it can work for your organization. Getting Ready Series Understand the strategic direction of the Strengths Weaknesses organization, based on the strategic plan and Opportunities Threats (SWOT) workforce plan. Conduct SWOT analysis. Analysis Determine barriers to success. Determine Business Case succession planning goals, keeping them Phase 1: Alignment aligned with the strategic and workforce plans. Estimate budget for succession planning strategies. Identify bench strength: key positions for Identification of Key Positions succession planning and analyze how well the Identification of Talent Pool current talent pool will be able to fill those Competency Modeling key positions. Include analysis of Phase 2: Analysis USGS Succession Planning engagement, aspiration, and barriers to Pipeline Assessment Tool determine readiness. Succession Profile Worksheet Identify succession planning strategies and Individual Development Plan related metrics that will be used to evaluate Knowledge Transfer Questions the success of the strategies. Phase 3: Strategy Leadership Development Matrix Document and formalize the succession Succession Plan Template planning phases of Alignment, Analysis, and Communication Tool Strategy into a comprehensive Succession Project Management Plan Phase 4: Plan. Manage the implementation of the plan Implementation and succession strategies, and communicate those strategies throughout the organization. Determine how well the succession Sample Metrics management strategies are filling targeted Phase 5: Evaluation needs.
The desk guide is organized by the phases of succession planning. Each phase has relevant supporting tools. Some tools can “stand alone,” while others are to be used as part of a comprehensive planning process. The tools are also designed to be flexible when responding to the type or level of succession planning. Phases of Succession Planning Description of Phases Relevant Tools Getting Ready Understand what succession planning is and how it can work for your organization. Succession Planning Webinar Series Phase 1: Alignment Understand the strategic direction of the organization, based on the strategic plan and workforce plan. Conduct SWOT analysis. Determine barriers to success. Determine succession planning goals, keeping them aligned with the strategic and workforce plans. Estimate budget for succession planning strategies. Strengths Weaknesses Opportunities Threats (SWOT) Analysis Business Case Phase 2: Analysis Identify bench strength: key positions for succession planning and analyze how well the current talent pool will be able to fill those key positions. Include analysis of engagement, aspiration, and barriers to determine readiness. Identification of Key Positions Identification of Talent Pool Competency Modeling USGS Succession Planning Pipeline Assessment Tool Succession Profile Worksheet Phase 3: Strategy Identify succession planning strategies and related metrics that will be used to evaluate the success of the strategies. Individual Development Plan Knowledge Transfer Questions Leadership Development Matrix Phase 4: Implementation Document and formalize the succession planning phases of Alignment, Analysis, and Strategy into a comprehensive Succession Plan. Manage the implementation of the plan and succession strategies, and communicate those strategies throughout the organization. Succession Plan Template Communication Tool Project Management Plan Phase 5: Evaluation Determine how well the succession management strategies are filling targeted needs. Sample Metrics