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Succession Planning Checklist

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Covering All the Bases. Succession Planning Checklist. 3 COMPONENTS (MAYBE 4). Succession Planning Leadership Assessment & Development Leadership Transition of CEO Strategic Plan Clarity & Institutional Assessment . Succession Planning. Write up FACTS ABOUT MANAGEMENT TEAM.

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Succession Planning Checklist

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  1. Covering All the Bases Succession Planning Checklist

  2. 3 COMPONENTS (MAYBE 4) • Succession Planning • Leadership Assessment & Development • Leadership Transition of CEO • Strategic Plan Clarity & Institutional Assessment

  3. Succession Planning

  4. Write up FACTS ABOUT MANAGEMENT TEAM

  5. List Additional facts needed

  6. Prepare Succession timetable

  7. Develop Contingency plans

  8. Leadership assessment & Development

  9. Assess leadership

  10. Initiate Development plans • CEO regularly reports progress to board • Update every 2-3 years

  11. CEO Transition

  12. Transition plan checklist

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