Succession Planner

 

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Succession Planner (Version 2.0)

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.

Download now and start using today!

 

FREE succession planning software
  
 

New Improved Version 2.0
out now!

What's new in Version 2.0

secure transactions on all business performance tools

Contents:

Planner/Guides/Form

 

Single User:

US $60

Product ID:

14817-20

 

2 to 10 users:

US $50

System Requirements:

Microsoft Windows
Microsoft Excel XP(2002) or later

 

Download Size:

6.4 MB

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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 in 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

Click here to read Press Release

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

“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”

FREE Succession Planner User Guide
Download FREE User Guide

“easy to use yet highly effective”

“foolproof data entry”

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What others say ...

Succession Planner is an excellent user friendly tool to develop the Company’s Succession Plan with detailed features to evaluate the employees potential, contribution and leadership skills.”

Azher Ali Kapadia
Head of Internal Audit
Oman ORIX Leasing Company SAOG

“I wanted to thank you for coming up with this tool. I presented our information to my manager's boss and he liked it so much he has asked me to spearhead this for the rest of our business unit at the corporate office.”

Amy Sidney-Banks SPHR
Human Resources/EHS Manager

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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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* All products are covered by our 14 day money back guarantee.

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Licensing and Copyright

Product use is strictly governed by a License Agreement. Basically, each person/workstation accessing this product requires a purchased license.
By purchasing this product, you agree unconditionally to the License Agreement usage terms and conditions.

License Agreement           License Agreement Frequently Asked Questions

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Free Downloads!

FREE Succession Planner Sample Database File

FREE Succession Planner sample plan (4.9MB)
Try before you buy. The sample software is populated with fictitious company data and is fully functional, with the exception that you cannot add extra employee names. After downloading the software, create a new folder on your hard disk and unzip the file to that folder, open the Quick Start Guide (QuickStartGuide.txt) for instructions on getting started.

FREE Succession Planner User Guide

Get Adobe Acrobat ReaderSuccession Planner User Guide (410KB PDF file)
Comprehensive Succession Planner software User Guide

“free sample data file – try before you buy”

Free upgrade

Existing customers are eligible for a free upgrade to Succession Planner Version 2.0. Simply send proof of purchase to products@businessperform.com and we will promptly send you Version 2.0 to your email address.

 

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by selecting the CD-ROM option on the online Order Form

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after receiving download link and installation instructions by email

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Change History

Version

Release Date

Change

2.0

1 Feb 2010

Expanded Org Chart capacity to handle 10 direct reports.
Added cell occupants report to C-P Matrix.
Added employee’s C-P Matrix cell rank to All Data sheet.
Expanded filter capability on All Data sheet.
Reconfigured "Leadership" rating label to make it editable by user.
Expanded Position Profile to display eight additional incumbents.
Improved protection from data corruption.
Added guidance on importing data from another data source.
Unlocked cells on most sheets, allowing user to paste contents into reports and presentations.
Clearly marked sample file to avoid confusion with full working version.
Fixed bug in Individual Profile that miscalculated rank of succession nominations.

1.0

1 Jan 2008

Initial Release

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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