Looking Ahead: How You Will Use These Role Profiles

The Staff Transition Plans and Succession Planning Profiles developed in this step establish the criteria that will be used throughout the remainder of the succession planning process. Before an organization can determine who may be ready for a critical position, it must first define what success looks like in that position. 

In Step 3, your Succession Planning Team will use the 9-Box Grid to assess current employees based on their demonstrated performance and future potential. Rather than relying on opinions or tenure alone, the role profiles developed in Step 2 provide the objective standards against which employees can be evaluated. 

By first defining the competencies, experience, and success factors required for each critical role, your organization will be better prepared to conduct fair, consistent, and role-based talent discussions in the next step.