Succession Planning Templates Blog Feature

10 Free Succession Planning Templates for Teams

Whether in business or life, you must learn how to navigate the turbulent wind of change. 🌬️

Your best bet is to embrace it, be proactive, and do some serious prep. When it comes to workforce changes, succession planning templates are your saving grace.

We’ll discuss 10 of our favorites and show how each succession plan template can help ensure continuity and a smooth leadership transition. They’re free, so why not give them a try?

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What Is a Succession Planning Template?

Succession planning is a strategy businesses use to prepare for leadership changes resulting from resignations, retirements, or promotions. It’s a long-term plan which has to follow office management principles and requires plenty of thinking ahead.

It also needs to be reassessed and updated annually or after each transition. Some of its key steps are:

  • Defining critical roles and key positions
  • Identifying and evaluating potential successors
  • Creating development plans for each potential successor

Succession planning is a framework that helps businesses effectively map out the steps toward a seamless leadership transition. These contingency blueprints serve to streamline key roles and staff changes while reducing the chaos that often accompanies a detailed succession plan. 

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What Makes a Good Succession Planning Template? 

To be effective, a succession planning template needs to:

  • Be comprehensive: Cover all crucial aspects of the succession planning process
  • Allow for customization: Be scalable and adaptable to various types of organizations and leadership positions
  • Be user-friendly: Simplify the process and be easy to use for everyone to maintain business continuity
  • Facilitate collaboration: Allow everyone to put in their two cents and participate in the succession planning process
  • Provide analytics: Ensure real-time tracking of the progress and outline all business challenges
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10 Succession Planning Templates To Use in 2024

Succession planning is no walk in the park, but with the right tools, it can go smoothly. Use one of these 10 templates for your succession planning process in ClickUp to create a strong pipeline of potential candidates and leaders and bring about stability during trying times. 

1. ClickUp Succession Planning Template

ClickUp Succession Planning Template
The ClickUp Succession Planning Template is an easy way to prepare for changes in leadership

We don’t know what the future holds, but we do know that you can use the ClickUp Succession Planning Template. This succession plan template helps you manage talent transitions in leadership roles or identify key positions in a new succession plan.

It’s a multi-functional organizational tool that makes planning a breeze. 💨

If this is your first time working with a ClickUp Template, refer to the Getting Started Guide. Although advanced, the template is intuitive to use and set up. It’s a folder containing two lists—Team Members and Professional Development Activities.

The Team Members List contains information about each worker, such as their current position, department, potential candidates, and succession readiness. You can customize these fields to better reflect your needs. 

If you prefer Kanban-style boards over lists, ClickUp has got you covered. In Board view, employees are represented as cards and grouped by potential or critical positions to help with visualization.

Each card displays essential information about the potential hiring aspects of your leadership roles, including fun emoji rating scales for communication, leadership skills, and performance. You can change the cards’ appearance as well as their grouping and sorting methods.

The second list, Professional Development Activities, allows you to track and manage all necessary tasks and subtasks to ensure smooth transitions throughout your succession planning.

2. ClickUp Corporate Succession Planning Template

ClickUp Corporate Succession Planning Template
The ClickUp Corporate Succession Planning Template eases planning and collaboration even for large businesses

In the corporate realm, a rock-solid succession planning framework acts as a shield against instability and disruption. Due to the size of these organizations, it’s also easy to get lost in all the data and let ideal senior positions and senior leaders slip through the cracks. 

With this ClickUp Corporate Succession Planning Template, you can stay on top of the game. It organizes and simplifies the account planning process, regardless of your company’s size.

The succession plan template is a folder containing three lists:

  1. Training Activities: Includes training that potential successors have completed or plan to complete in the future
  2. Potential Candidates: Contains information about all potential successors and their readiness for higher positions
  3. Corporate Succession: Singles out the critical roles within the company, outlines their responsibilities, and proposes a transfer plan for succession candidates

Each list comes with a List and Board view for your convenience. Create tasks, subtasks, and checklists to actualize your plans.

Tailor the template to your corporate needs by changing the sorting method and creating custom categories and fields. Introduce new views, such as Gantt and Workload, for effective time and team management.

3. ClickUp Staffing Plan Template

ClickUp Staffing Plan Template
Use this template to better understand the several and various types of personnel your business needs to achieve objectives

Succession planning may not be an everyday task, but HR operations are always ongoing. Luckily, the ClickUp Staffing Plan Template allows you to stay up to date with your workforce, be it today’s operational staff or future leaders.

This succession plan template is beginner-friendly and requires no instructions. But if you need guidance, you can find it in the good-old Start Here document.

The Staffing template is a whiteboard comprising two parts—a staffing plan process flowchart and an organizational chart to identify key roles and senior management hierarchy in your organization.

The staffing process outline allows you to define the exact steps of your succession plan. By default, those steps include:

  • Assessing current capacity
  • Identifying business needs
  • Developing HR management strategies

Below each step, you can find sticky notes, which let you create subtasks and caveats.

The organizational chart represents a hierarchy of people within your organization. Color-coded for better visualization, the chart comes with four seniority levels.

As with other ClickUp Whiteboards, you can customize all the elements. Insert images, add connectors to indicate relationships, and group employees together to form cross-functional teams and departments.

Whiteboards also give you the freedom to scribble and introduce additional elements, such as mind maps and websites to give succession plans everything they need to—well, succeed!

4. ClickUp Employee Development Plan Template

ClickUp Employee Development Plan Template
Equip employees with the necessary information and skills for new roles/responsibilities using our Employee Development Plan List Template

Without employee development, succession planning would be complicated at best and chaotic at worst. 😵

That’s why you need a solid training plan for your future leaders. And there’s no better and faster way to make one than with the ClickUp Employee Development Plan Template. It’s a simple tool that anyone can use regardless of skill level.

It’s in list form but has multiple views, including:

  • Getting Started Guide: Instructions on how to use the succession plan template
  • Employee Summary: A master list of all employees and their development plans
  • Department Plan: The same as the previous list, but organized by departments
  • Development Status: Employee plans in the agile board form
  • Employee List: A table outlining basic info about each staff member

By default, the template contains custom fields such as status, plan timeline, development method type tags, assessment outcome, and many others. 

The Board view helps with visualization, displaying only key info about the worker to prevent visual clutter. You can change the sorting and grouping modes, modify the categories, and add new fields.

5. ClickUp Skills Gap Analysis Template

ClickUp Skills Gap Analysis Template
Figure out the best way to hone your employee’s skills with the ClickUp Skills Gap Analysis Template

Once you’ve chosen the replacements for essential leadership positions, you want to help them excel. If you’re unsure how to go about it, use ClickUp Skills Gap Analysis Template

The tool is your one-stop shop for skill development planning. While you assess, analyze, and hone your future leaders’ skills, the template acts as a bridge that holds it all together. 🌉

It contains multiple List views and a Board view, displaying employees’ details and information about their skills, grouped by different factors—department, skill type, and priority. Besides the basic employee info, such as the position, these lists have dedicated fields for skill importance scores, skill ratings, and action recommendation notes.

Once you assess employees, input the scores in the list and use formulas to calculate total or average scores. The template comes with a preset formula for the Gap score, representing the difference between Target and Total scores. Feel free to introduce custom formulas as well.

6. ClickUp Skills Mapping Template

ClickUp Skills Mapping Template
Easily collect and organize information about your employees’ skills with the ClickUp Skills Mapping Template

Although an essential ingredient of succession planning, skills assessment is a satiating meal on its own. To develop your employees’ skills and enable them and the company to grow, you have to know where they stand.

ClickUp’s Skills Mapping Template allows you to do that effortlessly. It’s a platform for self-assessment and score documentation and visualization with multiple views, including an assessment form and lists that show the results using different sorting criteria.

The first step is to forward the form to your employees. After they complete it, refer to one of the List views to see the results. You can also create other forms and collect different types of info, such as 360-degree feedback.

Keep in mind that you must subscribe to the Unlimited plan or up to share forms.

In the List view, scores are represented with fun emojis, adding a playful touch to the often dreaded skills assessment process. You can personalize emojis, categories, and fields to make the form more relatable and less intimidating. 

7. ClickUp Training Rollout Plan Template

Training Rollout Plan Template by ClickUp
Manage succession training programs with the ClickUp Training Rollout Plan Template

Once succession training gets underway, you need a solid system to manage programs and track progress. With the ClickUp Training Rollout Plan Template, you can stay on top of all information and plan the next steps with clarity and confidence. 💪

Although packed with features, this template is easy to use. It’s a list with many views covering various aspects of training management. 

The main view offers a complete list of training programs grouped by type. The columns include trainers, assignees, start and due dates, resources, and modalities, but you can customize them if needed. 

The Schedule view displays the timeline of events to help you manage time and coordinate training programs to ensure efficient implementation. The Modality board view shows courses as cards, enabling a visually engaging and intuitive way to organize tasks.

8. ClickUp Technical Skills Matrix Template

ClickUp Technical Skills Matrix Template
Track the technical skills and core competencies of your workforce with the ClickUp Technical Skills Matrix Template

While the previous template allows for efficient training scheduling, this one lets you track assessment results. You can review scores, add ratings, calculate averages, and compare results to choose the best successor for any position.

The ClickUp Technical Skills Matrix Template is a handy tool for understanding the potential of each employee. With color-coded categories, it’s easy to identify strengths, areas for improvement, and skill gaps within your team. Although designed for technical skills, this template can be modified for other purposes, such as soft skill assessments and 360-degree feedback.

The template contains several views, including:

  • Technical skills: A list of all employees and how they score on various hard skills, such as software development and debugging
  • Core competencies: A list of all employees and how they score on core competencies, such as project management and analytics skills
  • Gap analysis: A table that singles out employees with skill gaps that should be addressed in their key positions

To quickly identify top performers, calculate average or total scores using formulas. Specify the overall development needs by selecting a category from the drop-down menu. You can add supporting documents in the References field to track everything in your future or past succession plans.

9. ClickUp Hiring Selection Matrix Template

ClickUp Hiring Selection Matrix Template
If you’re looking for a way to make hiring less overwhelming, check out our hiring selection matrix template that’s perfect for screening large numbers of candidates

Finding new people is sometimes more convenient than relying on internal resources and trying to fit square pegs into round holes. In such cases, you should screen numerous candidates to find the perfect match. With the ClickUp Hiring Selection Matrix Template, that process becomes more manageable.

It’s a document with multiple views designed to help you track candidates and their progress. In the Candidate Database list, you can find all the necessary info, including CVs, contact details, and assessors’ ratings. 

The Call Log board view shows candidates as cards, grouped by the hiring stage they’re in. The cards represent simplified candidate profiles, but you can reveal more information by clicking on them. To manage meetings, refer to the Interview Schedules Calendar view in ClickUp.

10. ClickUp Employee Engagement Action Plan Template

ClickUp Employee Engagement Action Plan Template
Use the ClickUp Employee Engagement Action Plan Template to describe your people strategy and goals

The ClickUp Employee Engagement Action Plan Template is a simple document that assists in your efforts to increase employee retention, satisfaction, and productivity. 📚

It begins with a space for your company name, logo, department name, and date. In the next section, Key Areas of Focus, you can state your:

  1. Business Strategy: Your values and the problem your business or department aims to solve
  2. People Strategy: Your goals when it comes to talent engagement within your company and how you plan on achieving them
  3. Strategic Priorities: Summary of the essential points from the previous two sections, organized in a table

The following section focuses on measuring success. You can input your expectations for each objective in the table, then compare them to actual results to evaluate progress. Finally, create a communication plan, specifying preferred channels, audience, and frequency of updates for each goal. 

Compared to other succession plan examples in this list, this template lets you jazz up the document by inserting cool graphics or images, playing around with fonts, and customizing the color scheme to match your branding.

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Business Succession Planning Templates—An Overview

Check out a brief rundown of all the templates and their benefits:

ClickUp Succession Planning TemplateHelps you prepare for and seamlessly execute talent transitions within your company
ClickUp Corporate Succession Planning TemplateSimplifies succession planning for massive organizations that work with a lot of data
ClickUp Staffing Plan TemplateAllows you to see the next best steps when it comes to HR and staffing
ClickUp Employee Development Plan TemplateFacilitates the creation and management of employee development plans
ClickUp Skills Gap Analysis TemplateAssists in identifying areas for improvement in each employee’s performance
ClickUp Skills Mapping TemplateMakes it easy to assess, visualize, and understand the skill profile of every worker
ClickUp Training Rollout Plan TemplateStreamlines the planning and execution of training programs for employees
ClickUp Technical Skills Matrix TemplateAids in the tracking of employees’ technical skills and core competencies 
ClickUp Hiring Selection Matrix TemplateCreates a solid framework for managing and screening candidates in the recruitment process
ClickUp Employee Engagement Action Plan TemplateSupports the development of action plans to enhance employee satisfaction and productivity
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Use These Succession Planning Templates To Stay Ahead of the Game

In the words of the great Miguel de Cervantes, ‘To be prepared is half the victory.’ This timeless wisdom holds true in the realm of succession planning as well.

With the right approach and tools, you can facilitate a successful transition of leadership within your business. Use these templates for succession planning and allow your organization to triumph no matter the circumstance. 👑

Business succession planning doesn’t have to be a challenge. Get ClickUp today and see why so many businesses rely on the platform for documenting and planning.

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