Succession Planner
Leadership 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.
Based on the familiar Microsoft Excel® format, you are sure to be up and running fast.
- Single License:
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US $70.00
- 2 to 10 Licenses:
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US $55.00
- 11+ Licenses:
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US $55.00
- Contents:
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Planner/Guides/Form
- Product ID:
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14817-20
- Requirements:
View Details -
Microsoft® Windows operating system
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Microsoft Excel®, Microsoft Word®, PDF reader
- Download Size:
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6.4 MB
Product Features
Stop Career Succession Rot
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
Save Time and Energy
Avoid many hours of work developing purpose-built spreadsheets.
Save Money
Don't spend thousands of dollars on overly complex succession planning systems.
Retain High Performers
Succession Planner will help you develop and retain your key talent through:
- demonstrating to your future leaders that you are serious about their careers
- establishing clear paths to development and advancement
Global Organization View
The color-coded Organization Chart displays all succession positions and nominations in one handy snapshot.
Easy to Learn and Use
- Get up and running fast with Succession Planner's familiar Microsoft Excel-based interface.
- No fuss data entry all on one worksheet.
- Succession functions operate from simple drop-down lists.
- Type in a name only once – Succession Planner will remember.
- Use the Finder tool to locate successors already nominated elsewhere.
- Error codes clearly indicate where data requires updating.
- Pop-up messages automatically alert you to disallowed operations.
Powerful Analysis
Analyze your organizations's succession profile with these options:
- 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
Who Uses Succession Planner?
Anyone involved with planning employee career progression in their organization, including:
- Human Resource Managers
- Human Resource Consultants
- Small Business Owners
- SME Business Owners
- Directors
Assess Your Incumbents
Rate progress of incumbents at all stages of their career journey:
- Rate future leaders and align them against specific future roles.
- Rate current and future leaders for contribution, leadership and potential.
Comprehensive Reporting
Timely information is at your fingertips with these incisive analysis and reporting tools:
- Individual Profile Report
- Position Risk Report
- Position Profile Report
- Overall Scorecard Statistics
Complete Package
Everything you need to conduct succession planning in one comprehensive pack.
- Comprehensive User Guide
- BONUS Succession Planner Process Guide
- Quick Reference Guide
- Nominee Assessment Form
Powerful Succession Matrix
The Contribution-Potential (C-P) Matrix displays the distribution of all incumbent ratings, giving you an incisive overview of the succession strength of your organization.
Identify Issues Quickly
Use these ready indicators to rapidly 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
Buy with Assurance
If this product does not meet our exacting quality standards, write to us within 30 days for a full refund.
Product Contents
This section lists all of the items contained within the supplied Succession Planner zip file.
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Succession Planner data and reporting workbook
SuccessionPlannerTemplate.xls
Succession Planner workbook for managing your organization's leadership succession planning efforts
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Succession Planner Process Guide
SuccessionPlannerProcessGuide.pdf
Informative 17 page guide outlining a process for identifying and assessing succession candidates, and aligning individuals against specified, future roles
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Success Planner Quick Reference Guide
QuickReferenceGuide.pdf
Printable three page reference guide explaining the purpose and basic functionality of Succession Planner's features
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Succession Planning Assessment Form
SuccessionPlanningAssessmentForm.doc
Reusable and customizable assessment form in Microsoft Word® format for collecting incumbent succession data
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Succession Planner User Guide
SuccessionPlannerUserGuide.pdf
Complete 36 page instruction manual explaining all aspects of setting up and using Succession Planner
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Quick Start Guide
QuickStartGuide.txt
Two page handy reference guide for getting Succession Planner up and running as fast as possible
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License Agreement
License.txt
License terms stipulating usage rights and warranties for Standard and Sample versions of Succession Planner
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Succession Planner data and reporting workbook
SuccessionPlannerSample.xls
Fully functional "try before you buy" version of Succession Planner workbook
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Succession Planner User Guide
SuccessionPlannerUserGuide.pdf
Complete 36 page instruction manual explaining all aspects of setting up and using Succession Planner
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Quick Start Guide
QuickStartGuide.txt
Two page handy reference guide for getting Succession Planner up and running as fast as possible
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License Agreement
License.txt
License terms stipulating usage rights and warranties for Standard and Sample versions of Succession Planner
Testimonials
"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 KapadiaHead 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 SPHRHuman Resources/EHS Manager
Licensing and Copyright
Your use of Succession Planner is strictly governed by the terms of the product's License Agreement. A Single User License allows one person only to use the software on one or more computers OR for more than one person to use the software on one computer only. Each person or each standalone computer installation requires a purchased license.
For example, if your organization employees one HR staff member who uses the software on their own computer and three HR officers who access the software from a single network location, your organization will need to purchase four licenses. When ordering online, enter "4" in the Quantity field. If ordering by telephone, tell the customer service representative that you require 4 licenses. Quantity discounts apply when you purchase more than one license.
The License Agreement prohibits you from selling, renting, lending or distributing the product and from allowing access to unauthorized users across a network. This product is also protected by copyright laws and international treaty provisions. We retain full copyright in all of our materials and strictly prohibit the making of unauthorized copies.
Please note that this is a summary only of the license provisions and is not meant to interpret the meaning of or replace any or all of the license terms specified in the product's License Agreement. Please read the product's License Agreement prior to purchase as no refunds are given on the basis that you did not read or understand the License Agreement.
If you are an external consultant delivering services to client organizations and wish to use this product in multiple client organizations, you will require an External Consultant License Agreement. Visit our Special License portal to find out more.
If your organization or site is large or your organization comprises a number of units or divisions, you may need a Site or an Enterprise License Agreement. Visit our Special License portal to find out more.
Product License Agreement Frequently Asked Questions
Product Support
User Guide
PDF DownloadSuccession Planner User Guide
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.
Product Enquiries
We are pleased to answer any questions you may have about the content of this product and its application to your specific circumstances.
Contact us now for a prompt response.
Consulting Assistance
Whether your organization is setting up a new succession planning system or you need help with your existing system, our team of expert consultants, coaches and trainers are ready to assist.
Our associates are leaders in their respective fields, having earned the respect of both clients and peers. Each consultant delivers services with the highest professional standards and an emphasis on results.
Contact us now for assistance in selecting the right consultant for your needs.
Change History
| Version | Release Date | Change |
|---|---|---|
| 2.0 | 1 Feb 2010 |
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| 1.0 | 1 Jan 2008 |
|
How to Buy
Payment Methods
Our flexible purchasing options include:
- Online (credit card)
- PayPal
- WebMoney
- AliPay
- iDeal
- Giropay
- Phone (credit card)
- Fax (credit card)
- Check/Money Order
- Bank/Wire Transfer
- Invoice
Note: Not all payment options are available in all countries.
We also accept all of the major credit cards.
Phone Orders
To pay using your credit card by phone, call the 24/7 Customer Service Center at +1-952-646-5331 or toll free from the US and Canada at 1-877-353-7297. Quote the Product ID: listed with your chosen product. An additional US $3.00 phone processing fee will apply. You will then receive a download link and license code to unlock the product.
Online Orders
Click on the Buy Now button for your chosen product. On the Order Form, select your preferred currency and payment method. For online credit card payments, you will receive an email with a download link almost immediately. For products delivered as an executable (exe) file, you will also receive a license code to unlock the product.
For offline payment methods (Bank/Wire Transfer, Check/Money Order, Fax-Credit Card and Invoice), the product is delivered once payment is received.
Buy on CD
To receive the product on CD, select the Get it on CD option on the online Order Form (extra US $9.95 applies). Please allow two weeks delivery for US and Canadian customers and three weeks for international customers.
Give As a Gift
To give the product as a gift to a family member, friend or colleague, check the Give as a gift option on the online Order Form. Then simply follow the on screen instructions to enter the gift recipient's information and a personal message.
To enquire about the status of your order, visit the Order Lookup service at https://www.regnow.com/order_lookup.html or email
Product Installation
To download the product installation file to your computer, click on the download link contained in the email you received from RegNow.com. Save the file to a directory on your computer, remembering where you saved it.
For products supplied as a zip file, you will need to extract the product files from the zip file. To extract the product files, first create a new directory on your computer so that the files extracted do not get mixed up with the files in an existing directory. Next, right-click on the zip file and select Extract All or Extract To from the list of options. Alternatively, double-click on the zip file to open it. Once you have extracted the files, navigate to the directory in which you extracted them. To get started, read the QuickStartGuide.txt file and check the License.txt file to verify your license obligations.
If your computer does not recognize zip files, visit www.winzip.com or www.7-zip.org to download the zip file extractor. Then follow the instructions bundled with the software to install it on your computer.
For products supplied as an exe file, double-click on the file to start the installation process. When prompted, enter the license name and license code contained in the email you received from RegNow.com.
If you experience problems during the purchasing process, please visit the RegNow help page at www.regnow.com/help.html
For installation problems and answers to other commonly asked questions,
visit our FAQ page
System Requirements:
Microsoft® Windows XP®/Windows Vista®/Windows® 7
Program Requirements:
Microsoft Excel® 2002(XP) or above, Microsoft Word® 2002(XP) or above, PDF reader
All reputable PDF readers will read our PDF files, including Adobe® Reader® and Foxit Reader.
Please note that our products are not designed to operate on Apple® and Linux systems (with or without Microsoft Windows® emulators). Business Performance Pty Ltd does not guarantee that our software will operate satisfactorily on these systems.
Andy 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, Andy 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.
Andy 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. Andy 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 office@businessperform.com
