Develop a Framework and Strategies for Succession Management

Course details

This unit addresses the skills and knowledge required to create and develop a succession strategy and process within an organisation. It covers understanding the organisation’s strategic, people and capability needs and the identification of critical organisation roles.

1. Develop a succession management strategy
2. Identify critical organisational roles and feeder positions
3. Manage succession process
4. Evaluate succession management programme

Learning Outcomes

1. Develop a succession management strategy
   • Consult stakeholders to identify their expectations regarding succession management
   • Develop strategies for managing succession that is aligned with organisational objectives and needs and other people management/human capital programmes
   • Communicate succession management strategies to stakeholders to generate buy-in and build ownership
2. Identify critical organisational roles and feeder positions
   • Consult with stakeholders to identify critical roles
   • Develop profiles to document the requirements of the critical roles
   • Identify feeder positions within the organisation that can provide opportunities to groom successors
3. Manage succession process
   • Identify successors for critical positions in the organisation by matching their profiles with the critical position profiles
   • Conduct a risk assessment for critical positions and document the outcomes
   • Work with managers and identified successors to create and document development and retention plans
4. Evaluate succession management programme
   • Identify criteria to evaluate the performance of succession management programmes by defining specific measures to be used
   • Support the development of processes and systems to gather measurement data and feedback from key stakeholders
   • Monitor internal and external influences and trends that may impact on the succession management programme
   • Analyse data to refine the succession management programme