<div class="form-group search-wrapper"><label class="sr-only" for="s-field">Enter search text: </label><input class="search-input form-control search-filed" type="search" placeholder="Search UWHR" value="" id="s-field" name="term" title="Search for:"><div class="search-icons"><div class="icon erase-icon hide"><i class="fa fa-close"></i></div><div class="icon search-icon"><i class="fa fa-search"></i></div></div></div> </div> </div> </div> </div> <div class="uwhr-header"> <div class="row"> <div class="col-xs-12"> <h2 class="text-hide">University of Washington Human Resources</h2> <a target="_blank" class="uwhr-logo text-hide" href="https://hr.uw.edu/" title="University of Washington Human Resources Home">University of Washington Human Resources Home</a> <nav class="uwhr-dropdowns" id="siteNav" aria-label="Main Menu" role="navigation"><ul id="menu-dropdowns" class="menu"> <li class="nav-item nav-item-6 top-level-nav-item"><button class="menu-item menu-item-type-custom 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href="https://ap.washington.edu/ahr/academic-jobs/?unit_id=19160">Find a physician job</a></li> <li class="nav-item nav-item-3220"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="https://uw.joinhandshake.com/login">Find a student job</a></li> <li class="nav-item nav-item-4873"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="https://hr.uw.edu/jobs/final-candidate-guide-to-covid-19-vaccination-requirement/">Final candidate guide to COVID-19 vaccination requirement</a></li> <li class="nav-item nav-item-113"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="http://hr.uw.edu/jobs/before-you-apply/">Before you apply</a></li> <li class="nav-item nav-item-3221"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="https://hr.uw.edu/jobs/diversity-and-inclusion/">Diversity and inclusion</a></li> <li class="nav-item nav-item-3222"><a 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href="http://hr.uw.edu/comp/classified-staff/overview/">Classified staff compensation</a></li> <li class="nav-item nav-item-4031"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="https://hr.uw.edu/comp/totalcomp/">Total compensation statements</a></li> </ul></li> <li class="nav-item nav-item-36 has-children menu-group"><p class="menu-group-label">Benefits</p> <ul class="children depth-2"> <li class="nav-item nav-item-41"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="http://hr.uw.edu/benefits/insurance/health/">Health benefits</a></li> <li class="nav-item nav-item-42"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="http://hr.uw.edu/benefits/insurance/other/life-insurance-accidental-death-dismemberment/">Insurance benefits</a></li> <li class="nav-item nav-item-43"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="http://hr.uw.edu/benefits/retirement-plans/">Retirement plans</a></li> </ul></li> <li class="nav-item nav-item-37 has-children menu-group"><p class="menu-group-label">WorkLife</p> <ul class="children depth-2"> <li class="nav-item nav-item-46"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="https://hr.uw.edu/child-care/">Child care & parenting</a></li> <li class="nav-item nav-item-3279"><a target="_blank" class="menu-item menu-item-type-post_type menu-item-object-page" href="https://hr.uw.edu/community/">Community</a></li> <li class="nav-item nav-item-49"><a target="_blank" class="external menu-item menu-item-type-custom menu-item-object-custom" href="http://thewholeu.uw.edu/discounts">Discounts and perks</a></li> <li class="nav-item nav-item-1537"><a target="_blank" class="menu-item menu-item-type-custom menu-item-object-custom" href="https://hr.uw.edu/elder-care/">Elder care</a></li> <li class="nav-item nav-item-2997"><a target="_blank" 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class="uwhr-search large m-y-2" role="search" method="POST" action="https://hr.uw.edu/search-uwhr/search-results"><div class="form-group search-wrapper"><label class="sr-only" for="s-field">Enter search text: </label><input class="search-input form-control search-filed" type="search" placeholder="Search UWHR" value="" id="s-field" name="term" title="Search for:"><div class="search-icons"><div class="icon erase-icon hide"><i class="fa fa-close"></i></div><div class="icon search-icon"><i class="fa fa-search"></i></div></div></div></form></div></div></div> </header> <main id="mainContent" tabindex="-1" role="main"> <section class="uwhr-hero uwhr-hero-image hero-image-height center-v" style="background-image:url(https://hr.uw.edu/pod/wp-content/uploads/sites/10/2020/07/pod-banner-1600.png)"> <div class="row"> <div class="container"> <h2 class="hero-title">Professional & Organizational Development</h2> </div> </div> </section> <section class="uwhr-body container"> <div class="row"> <nav class="uwhr-breadcrumbs" role="navigation" aria-label="Breadcrumbs"><ol class="breadcrumb"><li class="breadcrumb-item"><a target="_blank" href="https://hr.uw.edu/" title="University of Washington Human Resources"><i class="fa fa-lg fa-home"></i></a></li><li class="breadcrumb-item"><a target="_blank" href="https://hr.uw.edu/pod/" title="Professional & Organizational Development">Professional & Organizational Development</a></li><li class="breadcrumb-item"><a target="_blank" href="https://hr.uw.edu/pod/organizational-excellence-and-development/" title="Organizational excellence and development">Organizational excellence and development</a></li><li class="breadcrumb-item"><a target="_blank" href="https://hr.uw.edu/pod/organizational-excellence-and-development/organizations/" title="Organizations – tools & services">Organizations</a></li><li class="breadcrumb-item active">Succession planning</li></ol></nav> <article class="uwhr-content col-lg-6 push-lg-3"> <h3 class="title">Succession planning</h3><p>Succession planning is the process of identifying the critical positions within your organization and developing action plans for individuals to assume those positions. Taking a holistic view of current and future goals, this type of preparation ensures that you have the right people in the right jobs today and in the years to come.</p> <p>In the long term, succession planning strengthens the overall capability of the organization by:</p> <ul> <li>Identifying critical positions and highlighting potential vacancies;</li> <li>Selecting key competencies and skills necessary for business continuity;</li> <li>Focusing development of individuals to meet future business needs.</li> </ul> <p>A succession plan identifies future staffing needs and the people with the skills and potential to perform in these future roles. Professional & Organizational Development’s Succession Planning Toolkit will help guide you, though we strongly suggest you involve your assigned HR consultant and/or HR administrator in this process as well.</p> <h4>Toolkit</h4> <p>We’ve broken succession planning down into three phases with clear steps, and the <a class="uwhr-form" target="_blank" href="http://hr.uw.edu/pod/wp-content/uploads/sites/10/2018/08/Succession-Planning-Toolkit.pdf">Succession Planning Toolkit (PDF)</a> comprises a series of worksheets that move you through the succession planning process. Within this document, you’ll find templates and tips for:</p> <ul> <li>Ensuring succession planning is closely tied to business strategy and goals;</li> <li>Understanding the importance of engaging executive and senior leaders in the process;</li> <li>Clearly defining the development of key talent; and</li> <li>Ensuring staff understand their role in the process and know what is expected of them.</li> </ul> <h5>Assessment phase</h5> <p><strong>Step 1:</strong> Identify significant business challenges in the next 1–5 years.</p> <p><strong>Step 2:</strong> Identify critical positions that will be needed to support business continuity.</p> <p><strong>Step 3:</strong> Identify competencies, skills, and institutional knowledge that are critical success factors.</p> <h5>Evaluation phase</h5> <p><strong>Step 4:</strong> Consider high potential employees.</p> <p><strong>Step 5:</strong> Select the competencies individuals will need to be successful in positions and to meet identified business challenges.</p> <h5>Development phase</h5> <p><strong>Step 6:</strong> Capture the knowledge that individuals possess before departing the organization.</p> <p><strong>Step 7:</strong> Develop a pool of talent to step into critical positions through targeted career development strategies.</p> <p>Access and print the entire <code><a class="uwhr-form" target="_blank" href="http://hr.uw.edu/pod/wp-content/uploads/sites/10/2018/08/Succession-Planning-Toolkit.pdf">Succession Planning Toolkit (PDF)</a></code>.</p> </article> <aside class="uwhr-sidebar" role="complementary"> <div class="widget"><h4 class="gold beefy">Additional resources</h4> <p><a target="_blank" href="http://hr.uw.edu/pod/organizational-excellence-and-development/individuals/employee-development-and-coaching/">Employee development and coaching</a><br> <a target="_blank" href="http://hr.uw.edu/ops/performance-management/supervisor-guide/">Performance management supervisor guide</a></p> <h4 class="beefy branded-gold">Related documents</h4> <p><a target="_blank" href="http://hr.uw.edu/files/pod/competencyGuide.pdf">Guide to Workplace Competencies</a></p> </div></aside> <nav class="uwhr-accordion-menu" id="pageNav" aria-label="Site Menu" tabindex="-1"><ul><li class="nav-item"><a target="_blank" class="nav-link first" href="https://hr.uw.edu/pod" title="Permanent Link to Professional & Organizational Development">Professional & Organizational Development</a></li> <li class="nav-item has-children"><button class="nav-link nav-link-139 children-toggle" data-toggle="collapse" data-target="#overview" aria-controls="overview" aria-expanded="false">POD overview<i class="fa fa-2x"></i></button> <ul class="children collapse depth-1" id="overview"> <li class="nav-item"><a target="_blank" class="nav-link nav-link-511" title="About" href="https://hr.uw.edu/pod/overview/about/">About</a></li> <li class="nav-item"><a target="_blank" class="nav-link nav-link-507" title="Policies" 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title="SLP Level 2" href="https://hr.uw.edu/pod/strategic-leadership-program/slp-level-2/">SLP Level 2</a></li> </ul></li> <li class="nav-item has-children"><button class="nav-link nav-link-161 children-toggle" data-toggle="collapse" data-target="#training-certificate-programs" aria-controls="training-certificate-programs" aria-expanded="false">Certificate program<i class="fa fa-2x"></i></button> <ul class="children collapse depth-1" id="training-certificate-programs"> <li class="nav-item"><a target="_blank" class="nav-link nav-link-3326" title="Administrative Excellence Certificate" href="https://hr.uw.edu/pod/training-certificate-programs/administrative-excellence-certificate/">Administrative Excellence Certificate</a></li> <li class="nav-item"><a target="_blank" class="nav-link nav-link-214" title="Human Resources Administration Certificate" href="https://hr.uw.edu/pod/training-certificate-programs/human-resources-administration-certificate/">Human Resources Administration Certificate</a></li> <li class="nav-item"><a target="_blank" class="nav-link nav-link-213" title="Supervisory Skills Certificate" href="https://hr.uw.edu/pod/training-certificate-programs/supervisory-skills-certificate/">Supervisory Skills Certificate</a></li> </ul></li> <li class="nav-item has-children"><button class="nav-link nav-link-5868 children-toggle" data-toggle="collapse" data-target="#dei-programs" aria-controls="dei-programs" aria-expanded="false">DEI Programs<i class="fa fa-2x"></i></button> <ul class="children collapse depth-1" id="dei-programs"> <li class="nav-item"><a target="_blank" class="nav-link nav-link-5871" title="BIPOC Staff Development Program" href="https://hr.uw.edu/pod/dei-programs/bipoc-staff-development-program/">BIPOC Staff Development Program</a></li> <li class="nav-item"><a target="_blank" class="nav-link nav-link-5176" title="UWHR DEI team" href="https://hr.uw.edu/pod/dei-programs/uwhr-dei-project-team/">UWHR DEI team</a></li> </ul></li> <li 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