
Succession Plan
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This leadership succession template is a ready-made Google Docs plan for boards that want to prepare for a planned or sudden change of chief executive. It covers principles, emergency cover, the planned process, candidate readiness and communication across seven designed pages, written discreetly and without labels on people.
Each page carries sample arrangements for Driftwood Services, a fictional social care provider, with fictional board members and interim cover. Replace the roles, names and timetable with your own, and have the board's legal adviser review the plan before it is adopted. Keep the communication schedule, since it protects staff and the business in the first days.
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
Replace the names, roles and timetable with your own.
Have the board's legal adviser review the plan before adoption.
Delete the guide page, then circulate the plan to board members only.
No. Driftwood Services, its board, staff and every name in this plan are fictional sample material, written to show a finished succession plan.
Keep the names in a restricted annex, and discuss readiness by role in the main paper, so that people are not labelled in circulated board papers.
Limit the plan to board members and the company secretary, mark each copy, and never send it by email outside the board's secure system.

Docs + Word7 pages
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Docs + Word7 pages
Free
Docs + Word21 pages
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