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Succession plan templates

3 templates

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Compare succession plan versions

CEO Succession PlanSuccession Planning DeckSuccession Plan
FormatDocumentPresentationDocument
Works inGoogle Docs and WordGoogle Slides and PowerPointGoogle Docs and Word
Length7 pages11 slides7 pages
StyleCorporateCorporateCorporate

What a succession plan template should cover

A succession plan identifies who could take over key roles when someone leaves or retires, and what preparation they need. HR teams and leaders use it to keep the business running through changes.

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Cover the key roles covered, the current role holders, possible successors and their readiness, skills gaps and development plans, a timeline for transitions, and emergency cover.

Name at least two possible successors for the most critical roles, and review the list every year.

Compare CEO Succession Plan, Succession Planning Deck, and Succession Plan, all 7 to 11 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is a succession plan template?

A succession plan identifies who could take over key roles when someone leaves or retires, and what preparation they need. HR teams and leaders use it to keep the business running through changes.

What should a succession plan template include?

Include the key roles covered, the current role holders, possible successors and their readiness, skills gaps and development plans, a timeline for transitions, and emergency cover. Name at least two possible successors for the most critical roles, and review the list every year.

What is a succession plan?

It is a plan for who will fill important roles in the future and how they will be prepared. It reduces disruption when someone leaves.

Which roles need a succession plan?

Start with leadership and any role where one person holds knowledge that is hard to replace. Add others as the process settles.

How often should a succession plan be reviewed?

At least once a year, and whenever someone gives notice or changes role. People’s readiness and goals shift quickly.

Should I tell employees they are named as successors?

Practices differ. Many organizations talk to successors about development without promising a promotion. Decide your approach in advance and apply it consistently.

Where should I start with a succession plan template?

Start with CEO Succession Plan: Helps a board keep successors ready and decide quickly and discreetly if the chief executive changes unexpectedly. If that is not the right fit, compare it with Succession Planning Deck.

How many pages does a succession plan template need?

The templates here are 7 to 11 pages long. Cut any section you do not need; each template explains what its sections are for.

Can I make a succession plan template in Google Docs?

Yes. These succession plan templates work in Google Docs, Microsoft Word, Google Slides, and Microsoft PowerPoint. All 3 templates are free, with no account or email needed.

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