Succession planning ensures that there are highly qualified people in all of your mission critical positions—not just today, but tomorrow, next year, and five years from now.

Here, you will find resources that will help you in developing your Succession Plan. We have provided the following tools and templates for your use, and reference in developing your Succession Plan.  

• Succession Planning Slides
  
  

• Tools and Templates
  
  
  

   

  • Step 1 - Identifying Key Positions

    
    Competency Identification Worksheet
    
    Classified Performance Framework Revised
    
    Tool 1 -Identifying Critical Positions
    
    Tool1-Succession Planning Competency Dictionary.
    
    Tool1-SWOT Analysis Pre-Worksheet
    
    Tool1-Turnover Calculator
    
    
    

  • Step 2 - Identifying Participants

    
    Tool2-9-Box Tool
    
    Tool2-Candidate Potential Rating Form
    
    Tool2- Competency Assessment Template
    
    Tool2-KSA Assessment
    
    Tool2-Succession Planning Program AppTemplate
    
    
    

  • Step 3 - Preparing Participants

    
    Tool3- Competency Gap Assessment Form
    
    Tool3- Individual Development Plan
    
    Tool3- Succession Planning Expectations Form
    
    Tool3-Training Development Resource List-External
    
    
    

  • Step 4 - Developing Participants
    
    

    Tool4- Developmental PathwayTable
    
    
    
    
    
    

  • Step 5 - Monitoring Progress and Recognizing Achievement

    
    Tool5-Succession Planning Balanced Scorecard
    
    Tool5- Behaviorally Anchored Rating Scales
    
    Tool5- Sample - SPOC Report
    
    
    
    
    
    
    
    

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Additional Training Opportunities and Resources are available through the Organizational Excellence Classified Training Branch

 

 http://www.oelausd.org/classes/