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:
US $70.00
2 to 10 Licenses:
US $55.00
11+ Licenses:
US $55.00
Contents:
Planner/Guides/Form
Product ID:
14817-20
Requirements:
View Details
Microsoft® Windows operating system
Microsoft Excel®, Microsoft Word®, PDF reader
Download Size:
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.

Succession Planner Organization Chart

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
Individual Risk Report

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

Succession Planner pack contents

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.

Contribution-Potential (C-P) Matrix

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.

Standard Version

Sample Trial Version

Standard Version
  • Succession Planner data and reporting workbook

    SuccessionPlannerTemplate.xls

    Succession Planner workbook for managing your organization's leadership succession planning efforts

  • 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

  • Success Planner Quick Reference Guide

    QuickReferenceGuide.pdf

    Printable three page reference guide explaining the purpose and basic functionality of Succession Planner's features

  • Succession Planning Assessment Form

    SuccessionPlanningAssessmentForm.doc

    Reusable and customizable assessment form in Microsoft Word® format for collecting incumbent succession data

  • Succession Planner User Guide

    SuccessionPlannerUserGuide.pdf

    Complete 36 page instruction manual explaining all aspects of setting up and using Succession Planner

  • Quick Start Guide

    QuickStartGuide.txt

    Two page handy reference guide for getting Succession Planner up and running as fast as possible

  • License Agreement

    License.txt

    License terms stipulating usage rights and warranties for Standard and Sample versions of Succession Planner

Sample Trial Version
  • Succession Planner data and reporting workbook

    SuccessionPlannerSample.xls

    Fully functional "try before you buy" version of Succession Planner workbook

  • Succession Planner User Guide

    SuccessionPlannerUserGuide.pdf

    Complete 36 page instruction manual explaining all aspects of setting up and using Succession Planner

  • Quick Start Guide

    QuickStartGuide.txt

    Two page handy reference guide for getting Succession Planner up and running as fast as possible

  • 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 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

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

Product License Agreement Frequently Asked Questions

General License Agreement Frequently Asked Questions

Special Licenses

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.

  • Colin Beames
  • Jennifer McCoy
  • Geoff Hopkins
  • Maree Harris
  • Chris Bennett
  • Sue James
  • Peter Spence

Contact us now for assistance in selecting the right consultant for your needs.

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

How to Buy

Payment Methods

Our flexible purchasing options include:

  • Credit Card (online)
  • PayPal
  • Bank/Wire Transfer
  • Check
  • Money Order
  • Purchase Order

Note: Not all payment options are available in all countries.

We accept all of the major credit cards.

Credit Cards

Credit Card

Click on the Buy Now button for your chosen product. Your country and currency will be selected automatically on the Shopping Cart Order Form. Select Credit Card as the Payment Method. You will be able to download your product from the final page of the order process. You will also receive a confirmation email with a download link within a few minutes.

PayPal

Click on the Buy Now button for your chosen product. Your country and currency will be selected automatically on the Shopping Cart Order Form. Select PayPal as the Payment Method. You will be sent to PayPal's log-in page. Once you log in and complete the transaction with PayPal, you will be returned to our Shopping Cart for a confirmation receipt and a download link. You will also receive a confirmation email with a download link within a few minutes.

Bank/Wire Transfer/Check/Money Order

Click on the Buy Now button for your chosen product. Your country and currency will be selected automatically on the Shopping Cart Order Form. Select your chosen payment method from the options displayed. Follow the on screen instructions on how to make payment. Upon payment, you will receive a receipt and download link to download your product.

Purchase Order

Click on the Buy Now button for your chosen product. Your country and currency will be selected automatically on the Shopping Cart Order Form. Select Purchase Order as the payment method. You will receive an invoice linking to the available payment options. Purchase Orders may be paid by credit card or check. Payment is due within 30 days. Upon payment, you will receive a receipt and download link to download your product.

Buy on CD

To receive the product on CD, select the Backup CD option on the Shopping Cart Order Form (extra US $12.95 applies). Please allow 7 to 14 business days for delivery by mail. Upon payment, you will also receive a download link so that you can start using the product immediately.

Give Gift

To give the product as a gift to a family member, friend or colleague, simply click the Give Gift link to the left of the Buy Now button. You will be taken to the Shopping Cart Order Form. On the Payment Info page, enter the gift recipient's details in the section provided.

Get Help

To get help during the online order process, click the Contact Form or Email link at the top right-hand corner of the Shopping Cart. You will receive a prompt response from our order processor (FastSpring) to your question.

After your purchase is confirmed, you can inquire about the status of your order by emailing our order processor at orders@fastspring.com

Download and Install Product

To download the product zip file to your computer, click on the download link contained in the email we sent you. Save the file to a folder on your computer, taking note of where you saved it.

All product files are contained within the zip file you downloaded. Go to where the zip file is located and in Windows Explorer, right-click on the zip file. Select Extract All or Extract To from the list of options to extract all of the product files to your chosen location. 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.

For installation problems and answers to other commonly asked questions,
visit our FAQ page

Requirements

System Requirements:

Microsoft® Windows XP®/Windows Vista®/Windows® 7/Windows® 8

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.

About the Author
Andy Beaulieu

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

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ZIP Download

Succession Planner Sample Plan

Try before you buy.

Succession Planner Sample Plan

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.

PDF Download

Succession Planner User Guide

Succession Planner User Guide

Comprehensive Succession Planner software User Guide.