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Succession Plans: Updating to reflect org changes

Received Response
edited Jul 1, 2020 5:06PM in Career and Succession 6 comments


How to keep succession plans updated so they reflect the current org structure


We rolled out succession plans (by Job) in 2019.  We have approximately 250 plans. We are preparing to launch succession planning for 2020.

It has been very tedious to audit and update succession plans to reflect our current organization.

- Add plans for new jobs

- Delete/inactivate plans for inactive jobs

- Update plans where the job title has changed

- Remove terminated candidates

- Remove candidates who are now incumbents

- Update owners

Has anyone found a better way to do this?

We may potentially add 700 more plans in the future, but at this point that decision is on hold.  It's already very time consuming to keep up with 250 plans.


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