← All Elements

Steward

Succession Planning

Preparing people and authority so important work continues when someone leaves or is away.

What is Succession Planning?

Preparing people and authority so important work continues when someone leaves or is away.

What you learn

Find what would stop if one person left, and share it now.

When it helps

a key person is leaving, or important work has no backup.

Use it at work

  1. List the important tasks and decisions.
  2. Mark who can do each one.
  3. For anything only one person can do, train a second person.
  4. Write down the knowledge, and share the authority.

Your output

List who can do each important task on your team. For anything only one person can do, start sharing it this month.

Watch for

Waiting for a resignation before sharing knowledge and authority.

Related practices

Sources

Enable JavaScript to try the interactive activity.

Elements.
48 elements · 8 families
Filters
DESIGN CONTEXT
What are you trying to do?

Scroll sideways within the map to explore all columns.

Created by Alan Hurt. Activities and notes are stored on your device. Privacy · Usage counts

ELEMENTS FIELD GUIDE