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The title slide and first slides of the Succession Planning Deck template

Succession Planning Deck

Presentation template for Google Slides and PowerPoint

Make a copy in Google Slides
Price
Free
Slides
11
Difficulty
Beginner
Updated
November 6, 2026

Every slide (11)

Overview

Losing a key leader without a successor is one of the most expensive surprises a company can face. This deck helps a board and leadership team see which critical roles would hurt most to lose, who could step in and how ready each person is, using a nine-box grid, a coverage table and a list of gaps. It keeps the discussion on readiness and risk rather than on labels for individuals.

The sample is for the fictional Orrindale Logistics, with 14 critical roles, four leaders rated ready now and a coverage target of 80%. Replace the roles, readiness ratings and actions with your own, limit the deck to the named board members, and set the date of the next review before anyone opens it.

Useful for

  • A board preparing its annual succession review for critical roles
  • A CEO planning cover for a sudden departure in the leadership team
  • A family business owner setting out how ownership and roles will pass

What's included

  • Cover slide and a nine-box matrix of performance and growth
  • Criteria slide explaining how performance and potential are judged
  • Coverage table with ready-now and one to three year successors
  • Gaps slide with the biggest exposures and the owners of each
  • Action steps with owners, dates and emergency cover notes
  • Make it yours guide slide and a closing contacts slide

How to use it

  1. 1

    Click Make a copy in Google Slides, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the Orrindale Logistics name and the critical roles with your own, rating each for impact and flight risk.

  3. 3

    Name two successors per role with an honest readiness level, and attach one development action to each.

  4. 4

    Delete the guide slide, limit the deck to board members, then share or present it at the next review.

What you need

Requirements

  • A Google account with access to Google Slides

Works with

  • Google Slides
  • Microsoft PowerPoint (File → Download → .pptx)

Questions

Is this succession planning deck free?

Yes. Click Make a copy in Google Slides and the deck is saved to your own Google Drive, with no sign-up and no charge.

Should names appear in the deck?

Keep names out of wide circulation. Share the full ratings only with the board or committee, and use role titles in any version shared more widely.

Are the company, people and figures real?

No. Orrindale Logistics, Ellis Grant, every role, rating and figure are fictional sample data. Replace them before you use the deck.

  • #succession-planning
  • #nine-box
  • #talent-review
  • #leadership-continuity
  • #key-person-cover
  • #google-slides

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