Succession Plan Profile


III. Individual Engagement Plan
Development needs for ________ role
Insert name of the role as it is currently, such as VP of Operations. Include any aspects that influence the engagement of this particular employee, including a detailed list of all development required to get them ready for their next steps. Examples could include any or all of the following:
  • Associations to join (human resources, leadership, industry specific, etc.) as well as meetings, seminars, or workshops to attend
  • Courses and/or mentorship in human relations, IT, operations, coaching, leadership, finance, business, performance planning
  • Obtaining licensing or certification in any areas
  • Having paperwork such as passports or vaccinations up to date and documented
  • Image consulting; dress, deportment, and etiquette; manners for executives















IV. Risk Assessment
Summarize any points of concern that were raised in the risk assessment table that you completed

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