Succession planning

Every critical role, and who is ready to take it

Map reporting lines and successors on one canvas, score the roles the business cannot leave empty, and see the bench behind each one — measured against the readiness levels you define.

The organization tree with successors shown: the Operations Director's team, a nominated successor marked R2, and a candidate from another team marked R3.

From an empty bench to a covered seat

The Plant Manager's role scores 23 of 25 for criticality and has nobody behind it. This is what closing that gap looks like.

  1. 1The role is flagged: the highest criticality score in the company, and no successor.
  2. 2A production supervisor who already runs the largest shift is nominated — ready in one to two years.
  3. 3A second successor joins the bench, so the seat no longer depends on one person.
  4. 4With development under way, the first successor is assessed ready now. The seat is covered.

Chains of succession, drawn as they are

Start from any person or role and follow who could step in — and who could step in behind them. Every card carries its readiness, so a thin chain shows itself.

  • Re-root the chart on anyone, by employee or by role
  • The readiness level on every successor card
  • Save a view, filter it, and export it as an image
The succession tree for the Chief Executive Officer, with two successors marked R2 and R3.

Know which roles cannot be left empty

Score each role on your own criteria and see its bench beside the score, so attention goes to the critical roles with nobody ready behind them.

  • Your criteria, your weights, your tiers
  • The bench at each readiness level, role by role
  • Filter to the critical roles with no successor
Roles and bench: every role ranked by criticality score, with its successors by readiness level.

One page for each person

Assessments over the years, competencies, development plans, education, history and the roles a person is lined up for — on one profile, with an AI second opinion when you want one.

  • Everything about a person, in four tabs
  • A one-page brief to export for a meeting
  • An AI evaluation of the record, on demand
An employee profile with the latest assessment, competencies, development plans and a history timeline.

What it will not do

It never tells a manager who is lined up to replace them.

Managers see the nominations they wrote, not the bench behind their own role. Asking for a plan they may not see returns “not found” — because confirming that a plan exists is itself the disclosure.

The rest of the platform

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Critical Roles, Successors and Readiness | Succession Impact