SIGMASuccession. Simple Succession Implementation Plan. Talent Replenishment Process

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1 Successon Talent Replenshment Process Smple Successon Implementaton Plan s Smple Successon Plannng s a straghtforward process for dentfyng and developng nternal talent to replensh exstng talent when t exts the organzaton. Ths Smple Successon Implementaton Plan provdes a roadmap to set your company s successon program underway. In addton to an overvew of nformaton from the Crtcal Roles workshop, ths document outlnes a project plan for all 6 stages of s Smple Successon program Assessment Systems Inc. All rghts reserved.

2 Successon smple successon process descrpton dentfy crtcal roles Identfy whch roles your organzaton should target through ts successon program. delverable Successon Advsory Team Crtcal Roles Successon Implementaton Plan buld success profle Descrbe the talent composton requred for each crtcal role at the present tme and accordng to your organzaton s future needs. Crtcal Role Success Profles Nomnaton Commttee Members successors nnomnate assess development needs Select successon canddates for each crtcal role through a nomnaton survey. Summarze the talent profle of each successon canddate, and dentfy gaps to target through development. Hgh-Prorty Canddates Lst Successon Bench Summary Assessment Plan Canddate Successon Profles Coachng Plan develop talent measure progress Outlne or update development plans for each canddate, and track recommended and completed development actvtes. Update the scorecard trackng varous ndcators of mproved successon plannng outcomes. Canddate Development Plans Canddate Development Actvtes Tracker Talent Progress Scorecard Updated Successon Bench Updated Canddate Successon Profles Updated Successon Implementaton Plan Your Future. Down to A Scence. 2 Successon Implementaton Plan

3 Successon your successon advsory team presdent and ceo Anna Apple vp, fnance Bronwen Blueberry vp, operatons Carl Chestnut vp, marketng Dean Damson vp, human resources Edwna Elderberry sales Frankln Fg marketng Gretchen Grape fnance Harret Honeydew busness operatons Jackson Jackfrut human resources Kenneth Kumquat drector drector drector drector drector Your Future. Down to A Scence. Successon Implementaton Plan 3

4 Successon current successon process / recommendatons current successon process recommendatons who nvolved persons wth nput how decded forms of selecton crtera how formal and transparent degree recognzed and understood by employees how perceved management and employee perceptons how communcated nformaton forms and avalablty Your Future. Down to A Scence. 4 Successon Implementaton Plan

5 Successon organzatonal chart a presdent / ceo Very Urgent Strongly Urgent Moderately Urgent Slghtly Urgent Not Urgent presdent Anna Apple bvcepresdent c drector human resources Edwna Elderberry vp, fnance Bronwen Blueberry sales Frankln Fg vp, operatons Carl Chestnut marketng Gretchen Grape vp, marketng Dean Damson fnance Harret Honeydew busness operatons Jackson Jackfrut dsenor sr, fnance Kenneth Kumquat sr, human resources Leonard Lemon sr, sales Mchael Mulberry sr, marketng Nancy Nectarne sr, accountng Orvlle Orange sr, busness operatons Percval Plum sr, legal Quentn Qunce sr, sr, sr, sr, sr, sr, sr, e,,,,,,,,,,,,,,,,,, Your Future. Down to A Scence. Successon Implementaton Plan 5

6 Managers Drectors VP EX Successon ncumbent overvew December 2017 Incumbent Lst Role Incumbent Organzaton Demographcs Crtcal Role Identfcaton Score (Out of 5) Retrement Date Age Tenure Urgency External Internal Impact Unque Score Presdent and CEO APPLE, Anna Fnance Operatons Marketng Fnance Busness Operatons Human Resources Sales Marketng Your Future. Down to A Scence. Successon Implementaton Plan 6

7 Managers Drectors VP EX Successon results of questonnare January 2018 Crtcal Role Identfcaton Results Presdent and CEO APPLE, Anna Fnance BLUEBERRY, Bronwen Incumbent Crtcal Role Identfcaton Score (Out of 5) Role Workshop Survey Dfference Incumbent Crtcal Role Identfcaton Score (Out of 5) Role Workshop Survey Dfference Operatons Marketng Fnance Busness Operatons Human Resources Sales Marketng Your Future. Down to A Scence. Successon Implementaton Plan 7

8 DIR VP EX Successon your recommended focus January 2018 Crtcal Role Focus Role Incumbent Organzaton Demographcs Results of Crtcal Role Questonnare (Out of 5) Retrement Date Age Tenure Urgency External Internal Impact Unque Score Presdent and CEO APPLE, Anna [Notes] Fnance [Notes] Marketng [Notes] Human Resources [Notes] Busness Operatons [Notes] Your Future. Down to A Scence. Successon Implementaton Plan 8

9 Successon smple successon tmelne JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 2017 dentfy crtcal roles buld success profle successors nnomnate assess development needs 2018 develop talent measure progress 2019 dentfy crtcal roles buld success profle successors nnomnate assess development needs develop talent measure progress Your Future. Down to A Scence. Successon Implementaton Plan 9

10 Successon smple successon tmelne dentfy crtcal roles buld success profle successors nnomnate assess development needs develop talent measure progress Current Snapshot Crtcal Role Workshop Crtcal Role Survey Successon Implementaton Plan LSBQ Survey Crtcal Role Success Profles Success Profles Workshop Fnalze Success Profles Nomnaton Survey Nomnaton Survey Workshop Assessment Plan Successon Bench Assess H-Prorty Canddates Development Needs Workshop Fnalze Successon Profles Coachng Plan One-On-One Coachng Sessons Buld Indvdual Development Plans Develop Talent Workshop Fnalze IDPs; Follow-Up Coachng Talent Progress Scorecard Progress Workshop Nomnaton Survey Process Debref; Plan for Next Cycle JAN JAN FEB FEB MAR APR APR MAY MAY JUN JUN JUN JUL AUG AUG AUG SEP OCT OCT NOV Your Future. Down to A Scence Successon Implementaton Plan

11 Successon project plan dentfy crtcal roles what tasks to execute who persons responsble when start and end dates how resources nvolved but dependences and other consderatons Complete NDA Provdes NDA Current Snapshot Org. Demographcs; Role Descrptons Successon Metrcs Company X - HR HRIS Data; Job Descrptons Summarze Snapshot Lst of Attendees Company X Crtcal Role Workshop to Attendees Identfy Successon Advsory Team Workshop Attendees Provdes Draft Identfy Partcpants for Crtcal Roles Survey Workshop Attendees to Partcpants Provdes Draft Crtcal Role Survey Complete Crtcal Role Survey Identfy Crtcal Roles Company X SAT Draft Successon Implementaton Plan Successon Implementaton Plan Presentaton of Successon Implementaton Plan Fnalze Successon Implementaton Plan ; Company X Job Grant Brefng Your Future. Down to A Scence Successon Implementaton Plan

12 Successon project plan buld success profles b what tasks to execute who persons responsble when start and end dates how resources nvolved but dependences and other consderatons LSBQ Poston Descrptons Provdes Descrpton Template LSBQ Survey Lst of Partcpants to Partcpants Complete LSBQ Survey Company X SAT; Incumbents Provdes Draft Onlne Survey Comple LSBQ Results Crtcal Role Success Profles Buld Success Profles Success Profles Workshop Lst of Attendees to Attendees Company X Valdate Success Profles ; Company X WORKSHOP Identfy Coachng Needs ; Company X WORKSHOP Fnalze Success Profles Fnalze Success Profles Incumbent Coachng Plan Identfy Nomnaton Survey Partcpants Company X SAT Your Future. Down to A Scence Successon Implementaton Plan

13 Successon project plan nomnate successon canddates n what tasks to execute who persons responsble when start and end dates how resources nvolved but dependences and other consderatons to Partcpants Provdes Draft Nomnaton Survey Dstrbute Success Profles Complete Nomnaton Survey Company X SAT, Comple Results Lst of Attendees Nomnaton Survey Workshop to Attendees Draft Successon Benches Provdes Draft Valdate Successon Benches Workshop Attendees Identfy Potental Conflcts of Interest Fnalze Successon Benches Coachng Bench Plan Canddate Assessment Plan Assessment Plan Your Future. Down to A Scence Successon Implementaton Plan

14 Successon project plan assess development needs a what tasks to execute who persons responsble when start and end dates how resources nvolved but dependences and other consderatons Canddate Contact Informaton Assess Hgh- Prorty Canddates to Partcpants Complete Canddate Assessments Company X Partcpants Provdes Draft Comple Results Lst of Attendees Development Needs Workshop to Attendees Identfy Gaps Success Profles vs. Canddates Workshop Attendees Provdes Draft Valdate Results Workshop Attendees Identfy Potental Conflcts of Interest Fnalze Successon Profles SGIMA Successon Profles Canddate Coachng Plan Coachng Plan Your Future. Down to A Scence Successon Implementaton Plan

15 Successon project plan develop talent d what tasks to execute who persons responsble when start and end dates how resources nvolved but dependences and other consderatons to Partcpants Provdes Draft One-On-One Coachng Sessons Partcpate n Coachng Sessons Company X Canddates Comple Indvdual Development Plans Indvdual Development Plans Lst of Attendees Develop Talent Workshop to Attendees Present IDPs Provdes Draft Identfy Developmental Opportuntes Workshop Attendees Fnalze Development Plans Fnalze IDPs and Follow-Up Coachng Comple Development Trackng Summares Follow-Up Coachng Sessons ; Company X Company X Canddates Your Future. Down to A Scence Successon Implementaton Plan

16 Successon project plan measure progress m what tasks to execute who persons responsble when start and end dates how resources nvolved but dependences and other consderatons Provde Progress Metrcs Data Company X HR, SAT Talent Progress Scorecard Provde Canddate IDP Updates Comple Talent Progress Scorecard Results Company X Measure IDP Progress to Partcpants Provdes Draft Nomnaton Survey Dstrbute Success Profles Complete Nomnaton Survey Company X SAT, Comple Results to Attendees Provdes Draft Progress Workshop Revew Talent Progress Scorecard Revew Sute of Success Profles Workshop Attendees Workshop Attendees Revew Results of Nomnaton Survey Workshop Attendees Determne Next Steps Smple Successon Debref and Plannng for Next Successon Cycle Update Successon Implementaton Plan Update Successon Profles Your Future. Down to A Scence Successon Implementaton Plan

17 Successon project plan template what tasks to execute who persons responsble when start and end dates how resources nvolved but dependences and other consderatons Your Future. Down to A Scence Successon Implementaton Plan

18 Successon communcaton plan what type of communcaton who audence when date how medum by communcator Status Update SAT Mondays SAT Leader weekly Status Update EX Start of Month SAT Leader monthly quarterly Plannng and Revew Plannng and Revew Plannng Meetng Managers Canddates SAT annually Progress Meetng Intranet Post EX Canddates Your Future. Down to A Scence Successon Implementaton Plan

19 Successon assessment plan when start and end dates what tasks to execute who persons responsble how resources nvolved but dependences and other consderatons Identfy Targets Company X preparatory Assessment Checklsts Successon Program Company X / Draft, Target Emal Addresses Assessment Process Company X / Draft, Rater Selecton Form pre-assessment Targets Complete Rater Selecton Form HR Revews Rater Selecton Form Targets Company X Comple Rater Informaton Rater Selecton Forms Vetted by Company X Survey Launch assessment Survey Invtatons Survey Remnders Draft Invtaton Draft Remnder Surveys Completed Targets 360 Report Delvery post-assessment Group Results Recommendatons Results Template or Presentaton Deck Debref and Coachng??? Your Future. Down to A Scence Successon Implementaton Plan

20 Successon contact Glen Harrson ext. 233 SgmaLeader.com Your Future. Down to A Scence Successon Implementaton Plan

21 US: Assessment Systems, Inc. PO Box Port Huron MI P: E: Canada: Research Psychologsts Press, Inc. PO Box 3292 Stn. B London ON N6A 4K3 P: E: support@sgmahr.com