Track Progress and Review Regularly 

After determining your metrics and targets, collect and review data consistently. Metrics help identify areas for improvement and ensure succession planning efforts remain aligned with workforce and organizational needs. 

Schedule standing meetings to review your succession plan and make updates as needed, particularly when there are changes in organizational strategy, workforce dynamics, or external conditions. 

At least annually: 

  • Compare your succession plan to the organization’s mission, vision, and goals 

  • Review metric trends and adjust implementation strategies as needed 

Regular tracking and evaluation allow succession plans to remain relevant and responsive to future challenges.