The Chartered Institute of Personnel and Development

Short training courses

Content of Succession Planning

Building the case for succession planning


  • definition
  • benefits and risks
  • why have a succession plan?
  • compelling business reasons for succession planning
  • where it fits into the business planning cycle

Foundations for effective succession planning

  • understanding the key drivers in your business environment
  • business critical posts
  • identifying key groups and competencies essential to business continuity
  • why should good people stay?
  • why do good people go?
  • defining responsibilities in the process

Succession planning approaches

  • replacement planning
  • risk based planning
  • holistic succession planning and management
  • the advantages and disadvantages of different approaches e.g. open/closed
  • links to other HR activities including career
  • development and talent management

Essential skills

  • mapping the skills and capabilities the organisation really needs to attract and retain
  • identifying and targeting key performers
  • assessing potential e.g. assessment centres/360-degree tools
  • handling disappointments or changes to the plan
  • understanding and avoiding the pitfalls 

Developing a succession plan

  • case study: developing a succession plan tailored to the needs of your organisation
  • a step by step approach to creating your succession plan and strategy

Action planning