Description
See it in action
Make sure no critical role is left without cover. Record each key role with its incumbent, risk of loss and impact of loss, then name up to three successors with their readiness. The template scores each role’s priority and bench strength, flags the roles at risk and shows your whole succession picture on one dashboard.
What it does
- Succession plan – 60 critical roles, each with incumbent, expected exit, 3 successors, readiness, emergency cover and development actions
- Automatic scoring – priority from risk × impact, ready-now count, bench strength (Strong / Moderate / Weak / None) and status (At risk / Watch / OK)
- Risk heat map – how many roles sit in each risk-and-impact box
- Successor pipeline – how many successors are ready now, in 1-2 years or 3+ years
- Watch list – the roles needing attention, at-risk first
- Department filter – see one team’s succession risk in a click
- Protected formulas – calculations are locked and hidden so nothing breaks by accident
Who it’s for
HR managers, HR business partners, business owners and leadership teams planning for continuity and talent development.
What’s included
- 1 Excel workbook (.xlsx): How to Use, Dashboard, Succession Plan and Settings
- Built-in How to Use guide and sample data you can clear in one step
Requirements
Microsoft Excel 2010 or later, including Excel 2019, 2021 and Microsoft 365 (Windows or Mac). Not designed for Google Sheets.
This is a digital download. No physical item will be shipped. Your file is available to download immediately after purchase.
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