Succession+Planning+PH+V1.1

Succession Planning for You and Your Managers V1.1 Dale Carnegie® Digital | 1 All rights reserved

Succession Planning for You and Your Managers

It helps you to:

Process

Used with permission: W. Rothwell, Effective Succession Planning

Supporting Processes


Plan Components


The Nine Box Grid


IT Director Example - The Nine Box Grid


IT Director Example


Finance Manager Example


My Assessment - The Nine Box Grid


Current Talent Pool From My Department Strengths Needs: Skills, Experience, Development When Job-Ready?

Name

Name

Name

Name

Name

Name

From Other Departments/Locations

External Candidates


Future Talent Pool Name Strengths Needs: Skills, Experience, Development Time Frame

From My Department

From Other Departments/Locations

External Candidates


DO

Tips When Succession Planning

DON’T


Succession Planning Conversation Starters

A manager preparing to retire within the next year has no succession plan.

Appeal to nobler motives

You have built such a legacy here. How can you teach others what you have learned and give them the opportunity to develop in your role so that they can achieve the level of success you have had?

A director is comfortable in place and plans to be here a long time; does not see the need for succession planning.

Speak in terms of the other person’s interest

It seems like you really enjoy your work. What else interests you that you never have time enough to do? How could coaching others as part of succession planning help you get more of what you want?

A leader (the owner) wants to keep his or her hand in every facet of the business. He/she won’t let go.

Throw down a challenge

(Present evidence about a similar business that achieved good results from succession planning.) The XYZ firm put succession planning and leadership development in place and within two years showed a 25% increase in profitability. I’ll bet we could do it in less than one year with your support and leadership.

Your “difficult” scenario


What’s Next?

Succession+Planning+PH+V1.1

Documents

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