What data or evidence from the first two steps were used to inform placement on the 9-Box Grid in Step 3? 

  • What stood out to you most during the process of identifying high-risk positions? 

  • Where have you felt the most confidence in the process so far? Where do you feel uncertainty? 

  • How might bias or informal knowledge have influenced any of the decisions made? 

  • What themes are emerging for you about workforce readiness or bench strength? 

  • What gaps in information or process need to be addressed before finalizing successor identification? 

  • What is needed to continue in the next steps of succession planning? 

Last modified: Friday, August 14, 2026, 3:16 PM