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Succession Planning and Management Best Practices
John Wiseman, MPH, CPH
Clark County Public Healthy dissertation research conducted as part of the University of North CarolinaChapel Hill, Killings
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How to fill out succession planning and management

How to fill out succession planning and management?
01
Start by identifying key positions within the organization that require succession planning and management. These positions are typically the ones that have a significant impact on the overall success and sustainability of the business.
02
Develop a clear understanding of the skills and competencies required for each key position. This involves creating job descriptions that outline the specific responsibilities, qualifications, and experience needed for the role.
03
Assess the current workforce to identify potential candidates who could step into these key positions in the future. This can be done through performance evaluations, talent reviews, and discussions with managers and supervisors.
04
Create a development plan for each potential candidate. This plan should outline the training, mentoring, and experiences needed to prepare them for future leadership roles. It may also involve providing opportunities for job rotations or stretch assignments to broaden their skills.
05
Communicate the succession planning and management program to all employees. This ensures that everyone understands the organization's commitment to developing talent and providing advancement opportunities. It also encourages employees to actively participate in their own professional development.
Who needs succession planning and management?
01
Organizations of all sizes and industries can benefit from succession planning and management. It is especially important for businesses that have a long-term vision and want to ensure a smooth transition of leadership in the future.
02
Succession planning and management is crucial for family-owned businesses that are considering passing on the leadership role to the next generation. It helps in preserving the legacy and ensuring the business continues to prosper.
03
Companies with a high turnover rate or a retiring workforce need succession planning and management to prevent leadership gaps and maintain business continuity.
04
Succession planning and management is also important for organizations that value talent development and want to create a pipeline of qualified individuals who can take on expanded responsibilities and drive the company's growth.
In conclusion, filling out succession planning and management involves identifying key positions, determining the required skills, assessing potential candidates, developing their capabilities, and communicating the program to employees. This process is important for various organizations, including those with long-term vision, family-owned businesses, companies with high turnover, and those prioritizing talent development.
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What is succession planning and management?
Succession planning and management is the process of identifying and developing potential future leaders or key personnel within an organization.
Who is required to file succession planning and management?
Organizations of all sizes and industries may choose to implement succession planning and management.
How to fill out succession planning and management?
Succession planning and management documents typically involve identifying key positions, assessing potential candidates, and developing strategies for employee development and promotion.
What is the purpose of succession planning and management?
The purpose of succession planning and management is to ensure a smooth transition of leadership and key roles within an organization, minimizing disruption and maximizing continuity.
What information must be reported on succession planning and management?
Information reported on succession planning and management may include key positions, potential candidates, development plans, and timelines for succession.
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