Succession Planner

 

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Succession Planner

Succession Planning software tool for leadership succession in organizationsLeadership succession planning software for managing your organization’s entire succession planning efforts. From initially identifying your succession positions through to analyzing and reporting succession progress, this tool does it all. The familiar Microsoft Excel format gets you up and running as quickly as possible. Complete with comprehensive User Guide, Process Guide and nominee Assessment Form.

 

System Requirements:

Microsoft Windows and Microsoft Excel

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In spite of its small size, Succession Planner is packed with features whilst retaining the familiarity of the Microsoft Excel interface and functions.


Organization Chart
Color-coded to display all succession positions and nominations one snapshot

Succession Planner Organization Chart
Click image to enlarge

 

Succession Planner can help you when you are:

  • experiencing difficulty meeting the career expectations of your future leaders
  • seeing consistently low scores for career development and advancement on your employee surveys
  • losing key talent due to a perceived lack of opportunities
  • suffering from a lack of internal candidates ready to move into leadership roles as they become available
  • sensing that your leadership development efforts are not truly aligned with the needs of your organization

If you suffer from one or more of these challenges, then buy Succession Planner NOW!

 

Who uses Succession Planner:

  • Human Resource Managers
  • Human Resource Consultants
  • Small Business Owners
  • SME Business Owners
  • Directors

Use Succession Planner’s built-in powerful visual indicators:

  • color-coded organization chart showing all succession positions and nominations
  • “C-P Matrix” displaying distribution of nominee ratings across the organization

 

By using Succession Planner you will:

  • save on purchasing and installing an overly complex succession planning system
  • utilize an application you are already familiar with – Microsoft Excel
  • avoid many hours of work developing purpose-built spreadsheets
  • demonstrate to your future leaders that you are serious about their careers
  • retain key talent through establishing clear paths to development and advancement
  • FREE sample succession planning softwareFree sample succession plan!

With Succession Planner you can:

  • rate future leaders and align them against specific future roles
  • rate current and future leaders for contribution, leadership and potential
  • view a succession snapshot of your entire leadership team
  • analyze the overall strength of your bench of future leaders
  • identify key risks among leadership positions and individuals
     

Buy Now - Succession PlannerHow do I buy Succession Planner?

 

C-P Matrix
Powerful overview of succession strength of organization showing distribution of ratings

CP-Matrix in talent management software tool
Click image to enlarge

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succession planner software contents

 

With your purchase of Succession Planner you will also receive:

  • comprehensive User Guide
  • bonus Succession Planner Process Guide
  • Quick Reference Guide
  • Nominee Assessment Form

Everything you need to conduct succession planning in your organization in one comprehensive pack.

 

Timely information is at your fingertips with these incisive analysis and reporting tools:

  • Individual Risk Report
  • Individual Profile Report
  • Position Risk Report
  • Position Profile Report
  • Overall Scorecard Statistics
     

FREE sample succession planning softwareTry Succession Planner today for free!

 

Individual Risk Report
Reveals opportunities for taking action and avoiding business risk

Individual Risk Report for succession pool
Click image to enlarge

Download today and start using this and other powerful reports to start solidifying the next line of leadership in your organization.

 

Despite its powerful features, Succession Planner is easy to learn and use:

  • data entry is confined to a single worksheet
  • all succession functions operate from simple dropdown lists
  • type in a name only once – Succession Planner will remember it
  • the Finder tool locates successors already nominated elsewhere
  • error codes clearly indicate where data requires updating
  • pop-up messages automatically alert you to disallowed operations

 

Use these ready indicators to quickly identify critical risks and opportunities:

  • high potential individual not nominated as a “top three” successor
  • individual with no succession nominations
  • individual with a low contribution rating in a succession position
  • succession position with no Number 1 successor identified
  • succession position with no highest potential successors
  • succession position whose incumbent is rated lowest for contribution

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About the Author

Andy Beaulieu - succession planning tool authorAndy Beaulieu has over 20 years of performance improvement experience as both an internal specialist in global organizations and as an external consultant. Based in Washington DC, USA, his services span the spectrum of technical and interpersonal interventions. In his various roles, he has consulted to management, helped groups form and succeed, developed leaders, managed change initiatives, and reengineered business processes. His work has seen him develop and implement large-scale tools and systems to improve organizational effectiveness in well-known organizations across a variety of industries.

Mr. Beaulieu earned a Master’s degree in Applied Behavioral Science from Johns Hopkins University. His undergraduate degrees are from the Wharton School and the School of Engineering and Applied Sciences at the University of Pennsylvania. In addition, he is certified in knowledge management, six sigma, benchmarking, Myers-Briggs Type Indicator (MBTI), project management, and various competency modeling and 360° feedback instruments. Mr. Beaulieu has authored nine book chapters published by Jossey-Bass and McGraw-Hill, as well as other articles and government reports.

To take advantage of Andy’s expertise on your succession planning project, contact us at .

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Product use is strictly governed by a License Agreement. Basically, each person/workstation accessing this product requires a purchased license.
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Product Details

Product Title:

Succession Planner

Product ID:

14817-20

Single User License:

US $60

Multi-user License:
(2 to 10 users)

US $50
per user

Try Succession Planner NOW!

Free Downloads!

Try before you buy with this FREE fully functional sample planner file.

FREE Succession Planner Sample Database FileFREE sample plan

FREE Succession Planner Sample Database File

FREE Succession Planner User GuideUser Guide (Adobe PDF)

FREE Succession Planner User Guide


Buy Now - Succession Planner      View Cart - Succession Planner

 

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Succession Planner: best practice software tool and guide for managing your organization’s leadership succession planning efforts through all phases of the talent management process.

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“familiar MS Excel format”

“powerful visual indicators”

"Track up to 1500 of your current and future leaders!"

Download free succession planning sample plan

Check out Succession Planner using a sample set of succession data. Put in your own data and try out all of its features to see how it can work in your organization.

Download free sample plan NOW!

“Bonus Process Guide”

“ready-made reports for easy risk analysis”

“easy to use yet highly effective”

“foolproof data entry”

“free sample data file – try before you buy”

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