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Tracking Success of Succession Plan

Received Response
edited Jun 8, 2021 1:40PM in Career and Succession 5 comments


Hello! Curious to know if anyone on this forum has received similar business requirements as what I've outlined below OR if there are any recommendations on how you've handled success tracking of succession plans.

I have received the below business requirements for succession plans:

  • Tracking historical succession plan updates for plan and candidate details
  • Creating custom sections within succession plan

Current process utilized, when a succession plan is implemented or out-of-date, is to update the existing succession plan instead of closing out and creating new. We have researched a few options on how to track successful implementation of succession plans, and the below draft was proposed (see image).

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