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Whether you're an entrepreneur looking to design an exit strategy, or a leader needing to understand the gaps in your structure and organisation, this succession planning guide will identify what is required to get you started.


The simple six-step process, plus ongoing measurement, has easy to follow instructions at each step, with fillable PDF templates for each stage of your process.



  • Detailed framework to build your roadmap
  • 9 x fillable templates
  • Step-by-step instructions for each stage and template
  • Scorecard to measure progress
  • Checklist to identify organisational maturity


This planning guide takes users through a 6-stage succession cycle to:

  1. identify critical leadership roles,
  2. build leader success profiles,
  3. nominate high potential talent,
  4. assess development needs,
  5. develop talent, and
  6. measure your  organization’s progress.

With templates provided for each stage.


Download now to start your planning and measure your success.


Complimentary Critical Roles Identification Questionnaire available in our free download link.



  • Disaster proof your business
  • Identify and nurture your high potential talent
  • Create structure and prioritise your organisational learning and development requirements
  • Plan for the long-term
  • Provide business continuity and recovery planning
  • Identify the critical skills of the future for your business


Identify, define and measure your progress with our simple tools and framework.


Add our DNA or behavioural profile assessments for science-backed tools to remove bias in your assessment processes.


And of course, our team are available to support you with implementation. Book a free consult here.


Six Step Simple Succession Planning Framework

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