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6 Free Succession Planning Templates!
Published on:
February 7, 2025
Updated on:
April 28, 2025
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Succession planning is a key player in ensuring business continuity. Without a good succession plan strategy in place, organizations risk issues in leadership transition as it will affect company workflows. Whether your succession plan focuses on leader transitions or identifying key roles for the future, having the right templates can make the entire process smoother.
So, to save your time and effort, we've compiled 6 completely free succession planning templates that will help map out your roles, assess candidates and build a stronger talent pipeline. Find the perfect template for you below!
This free Excel succession template has been designed to provide exactly what you require from succession planning in a simple and efficient manner. While it does fit basic needs when it comes to succession strategy, it's designed in a way that the user can customize according to their needs at will.
Management will always be a cornerstone of a successful organization so to prepare for transitions in management is crucial. That is why we have a ready to go template just for such occasions, and this template will help ensure a smooth process while keeping your team thriving.
This one is for our Word users! If you prefer a simple and easy to edit succession planning template that you can make use of in Word format rather than Excel, this template will be the perfect fit!
Employee development and career growth are a must. They are an essential part of attracting and retaining top talent which is key in organizational success. So, with that in mind, this succession plan template is here to support!
Emergencies are unpredictable and we all have them. However, being prepared for them can make all the difference. To help keep you agile, we've created this template to ensure a smooth transition even at the face of an emergency departure!
With a tool like Microsoft Teams, there is almost an infinite amount of possibilities of what you can do with it. The most important is to know what to pair it with. That's where Teamflect comes in!
Teamflect is an all-in-one performance management tool designed specifically for Teams to make your life easier and amongst its many modules, you can streamline and centralize your succession planning efforts!
During the performance review season, with the 9-Box talent grid feature you'll be able to pinpoint your workforce's strong suits and plan accordingly. This way, you'll be able to harness the powers of your career advancement efforts inside Teams to the fullest.
Knowing how and where your employees strive will be essential in succession planning if you wish to match your up-and-coming talent to the right roles within your organization.
During the performance review season, with the 9-Box talent grid feature you'll be able to pinpoint your workforce's strong suits and plan accordingly. This way, you'll be able to harness the powers of your career advancement efforts inside Teams to the fullest.
Knowing how and where your employees strive will be essential in succession planning if you wish to match your up-and-coming talent to the right roles within your organization.
Using Teamflect you can also create career paths through the admin center, painting a clearer picture for both yourselves and your employees. That way your succession lines can be set before you get to figuring out who fits there best!
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