6 Free Succession Planning Templates!

Published on:
August 9, 2024
Updated on:
November 4, 2024
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Succession planning is crucial for long-term success in any organization. Having the right succession planning templates is a great way to go about it! Creating a clear pathway for transition, especially in key roles of your organization is bound to go a long way.

Ensuring continuity and stability is the main purpose behind succession planning and why it holds importance in the first place. By definition, they create an action plan to minimize disruptions in the flow of your organizational processes. So without further ado, take a look at our free succession planning templates, pick as you please!  

Free Excel Succession Planning Template

This free Excel succession template is designed specifically to give you exactly what you need when succession planning in a minimal and straightforward manner. You can easily make your own adjustments if need be, but we reckon you won't have to!

Management Succession Plan Template

Management Succession Plan Template
Management Succession Plan Template

Management has always been and always will be one of the pillars of a successful entity. Therefore, it is just as essential for you to plan accordingly to management succession to ensure a smooth process handover and keep your organization thriving.

Free Succession Plan Template – Word

Succession planning template word version
Minimal Succession Planning Template

This one is for our Word users! If you prefer a straightforward succession planning template that you can easily fill out or edit and you'd choose Word over Excel, we've got you covered!

Employee Development and Succession Planning Template

employee development and succession planning template
Employee Development and Succession Planning Template

Employee development and career growth are a must. Without it, you are highly unlikely to attract and retain top talent which is obviously what every organization is striving towards in order to reach their goals and objectives. So in that spirit, here's a succession plan template to help you do just that!

Emergency Succession Plan Template

Emergency Succession Plan Template
Emergency Succession Planning Template

We all have emergencies. One way or another, they have a sneaky way of creeping up on you. So, to even be prepared for emergencies and adopt an agile mindset, we've designed an emergency succession plan template that will aid you handle such cases.

9 Box Grid Succession Planning for Microsoft Teams

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!

Teamflect 9 box talent grid
Use the 9-Box grid to gain insight into your employees.

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.

Teamflect career pathing

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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