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HR14·Succession Planning

Succession Planning

Frame critical-role requirements, assess successor readiness and bench strength, and recommend succession actions.

Before you start

What you’ll need

  • Completed promotion panel outcomes from the most recent calibration cycle
  • Approved critical role registry identifying roles essential for business continuity
  • Access to internal talent capability profiles for potential successors
  • Critical Role Registry
  • Talent Capability Profiles
  • Succession Policy Guidelines

Who’s involved

  • HR Business PartnerGathers succession inputs, verifies readiness data accuracy, and ensures alignment with succession policy guidelines.
  • Talent Management LeadReviews bench-strength findings, validates successor readiness assessments, and approves the final succession plan.

Safe use

  • Data HandlingThis workflow processes sensitive talent data (promotion outcomes, readiness assessments, capability profiles, and succession candidacy details). Do not paste these inputs into public or unapproved GenAI tools.
  • VerificationGenAI may overstate successor readiness, fabricate capability evidence, or conflate data across candidates. Verify every readiness rating against the original talent profiles and promotion outcomes before sharing with leadership.

Execution steps

Hybrid

Inputs

  • Confirm the promotion panel outcomes document is finalized and approved
  • Verify the critical role registry is current and covers all roles flagged for succession
  • Check that talent capability profiles are available for all potential successor candidates
  • Confirm the succession policy guidelines document is accessible and up to date

Prompt

Structure critical role continuity requirements for succession

CONTEXT
You will be provided with the following source documents:
1. Promotion Panel Outcomes
2. Critical Role Registry
3. Talent Capability Profiles
4. Succession Policy Guidelines

TASK
For each critical role in the registry, extract and structure the continuity requirements that a successor would need to meet. Use the promotion outcomes to identify which capabilities were most valued in recent calibration decisions for similar roles. Produce a Critical Role Requirements Map.

OUTPUT FORMAT
Produce a markdown table with the following columns:
- **Role ID** — sequential identifier (CR-1, CR-2, CR-3...)
- **Role Title** — from the registry
- **Business Criticality** — [High / Very High / Essential]
- **Core Capability Requirements** — 2–3 key capabilities a successor must demonstrate
- **Promotion-Evidenced Strengths** — capabilities most valued in recent promotion decisions for comparable roles
- **Minimum Readiness Timeline** — estimated months before a successor could be effective (6 / 12 / 18 / 24+)
- **Vacancy Risk** — [Imminent / Near-term / Planned / Unknown]

Include one row per critical role. Combine overlapping requirements into consolidated capability statements.

CONSTRAINTS
Do not invent requirements not grounded in the registry or promotion outcomes. Do not reference specific individuals or their personal data. Do not assume vacancy timelines unless stated in the source documents.

Outputs

  • Critical Role Requirements Map

Verification: Verify that every listed requirement traces to the registry or promotion outcomes — GenAI may infer capabilities not documented in the sources.

GenAI

Inputs

  • Confirm the Critical Role Requirements Map has been reviewed and approved

Data Handling: Do not include personal contact details or compensation data in the prompt — use candidate identifiers only.

Prompt

Map successor candidates to critical role requirements

CONTEXT
You will be provided with a Critical Role Requirements Map, talent capability profiles for potential successors, and promotion panel outcomes showing recent calibration decisions.

TASK
For each critical role, identify potential successors from the talent pool and assess their readiness against the role’s requirements. Use promotion outcomes as an additional signal of demonstrated capability. Produce a Successor Readiness Matrix.

OUTPUT FORMAT
Produce a markdown table with the following columns:
- **Role ID** — matches the Critical Role Requirements Map
- **Role Title** — from the requirements map
- **Successor Candidate** — candidate identifier
- **Capability Match** — [Strong / Partial / Weak] based on how well the candidate’s profile meets the core requirements
- **Promotion Signal** — [Promoted / Deferred / Not Reviewed] from the most recent panel
- **Readiness Level** — [Ready Now / Ready 1–2 Years / Development Needed / Not Ready]
- **Key Strength** — one capability where the candidate is strongest relative to the role
- **Primary Gap** — the most significant capability gap, or “None identified”

Include one row per candidate-role pairing. If a critical role has no identified successors, add a row with “No candidates identified” and Readiness Level “Not Ready”.

CONSTRAINTS
Do not rate readiness based on assumptions — every rating must trace to specific evidence in the capability profiles or promotion outcomes. Do not include candidates who have no documented capability overlap with the role requirements. Do not include personal contact details or compensation information.

Outputs

  • Successor Readiness Matrix

Verification: Verify that readiness levels correspond to actual evidence in the talent profiles — GenAI may inflate readiness for candidates with limited documented capabilities.

GenAI

Inputs

  • Critical Role Requirements Map
  • Successor Readiness Matrix
  • Confirm the Successor Readiness Matrix has been spot-checked for accuracy

Prompt

Rate bench strength per critical role from readiness data

CONTEXT
You will be provided with a Critical Role Requirements Map and a Successor Readiness Matrix showing potential successors and their readiness levels for each critical role.

TASK
For each critical role, assess the overall bench strength by analysing the depth and readiness distribution of the successor pipeline. Produce a Bench Strength Assessment that rates each role’s succession coverage and highlights where the pipeline is thin.

OUTPUT FORMAT
Produce a markdown document with the following structure:

**Summary:** 1–2 sentences stating the total number of critical roles assessed and the overall bench-strength distribution.

Then a markdown table:
- **Role ID** — matches the requirements map
- **Role Title** — from the requirements map
- **Total Candidates** — number of identified successors
- **Ready Now** — count of candidates at Ready Now level
- **Ready 1–2 Years** — count at this readiness level
- **Development Needed** — count at this level
- **Bench Rating** — [Strong / Adequate / Thin / Critical] based on pipeline depth
- **Risk Note** — one sentence explaining the rating

EXAMPLE
| Role ID | Role Title | Total Candidates | Ready Now | Ready 1–2 Years | Development Needed | Bench Rating | Risk Note |
|---|---|---|---|---|---|---|---|
| CR-1 | Regional Operations Director | 4 | 1 | 2 | 1 | Adequate | One ready-now candidate provides immediate coverage; two mid-term options add depth. |
| CR-2 | Chief Technology Officer | 1 | 0 | 0 | 1 | Critical | Single candidate requires significant development; no near-term succession option. |

CONSTRAINTS
Do not rate bench strength as Strong unless at least two candidates are Ready Now or Ready 1–2 Years. Do not fabricate candidate counts — every number must match the Successor Readiness Matrix. Do not recommend specific actions in this step — focus on assessment only.

Outputs

Verification: Verify that candidate counts and readiness distributions match the Successor Readiness Matrix — GenAI may miscalculate pipeline depth.

GenAI

Inputs

  • Bench Strength Assessment
  • Critical Role Requirements Map

Prompt

Flag succession gaps and continuity risks per critical role

CONTEXT
You will be provided with a Bench Strength Assessment rating the succession pipeline depth for each critical role and the Critical Role Requirements Map showing vacancy risk levels.

TASK
Identify specific succession gaps — critical roles where the pipeline is rated Thin or Critical, or where vacancy risk is high but bench strength is inadequate. Produce a Succession Gap Report that prioritises which gaps demand immediate attention.

OUTPUT FORMAT
Structure the output in two sections:

**1. Priority Gap Table**
A markdown table with columns:
- **Role ID** — from the requirements map
- **Role Title** — from the requirements map
- **Bench Rating** — from the assessment
- **Vacancy Risk** — from the requirements map
- **Gap Severity** — [Critical / High / Moderate] based on the combination of bench rating and vacancy risk
- **Gap Description** — one sentence explaining the specific continuity risk

**2. Cross-Cutting Themes**
2–3 bullet points identifying recurring patterns across gaps (e.g., common capability shortfalls, concentration in a single business area, over-reliance on one readiness tier).

CONSTRAINTS
Do not list roles with Strong or Adequate bench ratings unless their vacancy risk is Imminent. Do not fabricate themes — each must trace to patterns in the gap table. Do not recommend actions in this step.
GenAI

Inputs

  • Succession Gap Report
  • Bench Strength Assessment
  • Successor Readiness Matrix

Prompt

Draft succession action recommendations per gap

CONTEXT
You will be provided with a Succession Gap Report, a Bench Strength Assessment, and a Successor Readiness Matrix for critical roles in your organisation’s succession plan.

TASK
For each gap identified in the Succession Gap Report, draft specific succession action recommendations. Each recommendation must address both immediate risk mitigation and longer-term pipeline development. Use the Successor Readiness Matrix to tailor development actions to specific candidates where applicable.

OUTPUT FORMAT
For each gap, use this structure:

### [Role ID] — [Role Title]
- **Gap Severity**: [from the gap report]
- **Immediate Action**: One sentence describing an interim coverage or risk mitigation step
- **Development Actions**: 2–3 bullet points, each naming an action type [Coaching / Stretch Assignment / Mentoring / Targeted Training / Cross-Functional Exposure] with one sentence describing the focus area
- **Acceleration Option**: One sentence describing how to fast-track the strongest candidate if vacancy risk escalates
- **Timeline**: Target readiness horizon
- **Success Indicator**: One measurable or observable signal that the gap is being addressed

EXAMPLE
### CR-2 — Chief Technology Officer
- **Gap Severity**: Critical
- **Immediate Action**: Establish an acting arrangement with the current deputy to ensure continuity if vacancy occurs before a successor is ready.
- **Development Actions**:
  - Stretch Assignment — Lead the next enterprise architecture review to build strategic planning capability.
  - Mentoring — Pair with a senior advisor for quarterly strategic leadership sessions.
  - Cross-Functional Exposure — Participate in two cross-departmental steering committees to broaden organisational perspective.
- **Acceleration Option**: If vacancy risk escalates to imminent, fast-track the top candidate through a 90-day intensive leadership programme.
- **Timeline**: 12-month development sprint targeting Ready 1–2 Years status.
- **Success Indicator**: Candidate leads one strategic initiative end-to-end with documented leadership feedback.

CONSTRAINTS
Do not recommend specific training vendors, programmes, or courses — keep action types generic. Do not fabricate candidate readiness levels — reference the Successor Readiness Matrix. Do not include compensation or promotion commitments in recommendations.

Outputs

  • Confirm every gap from the Succession Gap Report has a corresponding action recommendation
  • Verify that development actions reference candidate readiness levels from the matrix
  • Check that no recommendation includes specific vendor names or compensation details

Verification: Verify that recommended actions align with the actual readiness levels in the matrix — GenAI may suggest overly aggressive acceleration for candidates rated Development Needed.

Hybrid

Inputs

  • Bench Strength Assessment
  • Succession Gap Report
  • Succession Action Recommendations
  • Confirm the talent management lead has reviewed the succession action recommendations
  • Verify the bench strength assessment aligns with the gap report

Prompt

Assemble components into unified succession plan

CONTEXT
You will be provided with a Bench Strength Assessment, a Succession Gap Report, and Succession Action Recommendations for your organisation’s critical roles.

TASK
Assemble these components into a single, coherent Succession Plan document. Add an executive summary that distils the overall bench-strength position into 3–4 sentences for leadership. Ensure all sections cross-reference consistently.

OUTPUT FORMAT
Structure the plan as follows:

## Executive Summary
3–4 sentences: overall bench-strength position, number of critical roles assessed, count of gaps by severity, and the top priority action.

## Bench Strength Overview
Insert the Bench Strength Assessment table.

## Succession Gap Analysis
Insert the Priority Gap Table and Cross-Cutting Themes.

## Action Recommendations
Insert the per-role action recommendations in role ID order.

## Implementation Timeline
A summary table with columns: Role ID, Role Title, Gap Severity, Key Action, Target Completion, Owner.

## Review Cadence
2–3 bullet points recommending how often the succession plan should be revisited and what triggers an off-cycle review.

CONSTRAINTS
Do not alter bench ratings, gap severities, or action recommendations from the source components. Do not add new analysis not present in the inputs. Do not include individual compensation data or promotion commitments.

Outputs

  • Confirm the executive summary accurately reflects the bench-strength ratings and gap counts
  • Verify all critical roles from the assessment appear in the gap analysis section
  • Check that the implementation timeline covers every gap with assigned actions
  • Confirm no individual compensation or promotion commitment language appears

Reference

Guardrails

  • Evidence-Grounded Readiness RatingsEvery successor readiness rating must cite specific capability evidence from talent profiles or promotion outcomes — no ratings based on tenure or reputation alone.
  • Separate Assessment From RecommendationComplete bench-strength assessment and gap identification before drafting action recommendations to prevent solution bias.
  • Pipeline Depth Over ChampionsEvaluate succession health based on overall pipeline depth per role, not the strength of a single candidate — single-point dependencies are themselves a risk.

Pitfalls

  • Pasting unredacted talent profiles containing personal performance commentary or compensation details into the GenAI prompt.
  • Accepting AI-generated readiness levels without verifying them against the original capability profiles and promotion outcomes.
  • Allowing the AI to rate bench strength as Adequate when only one Ready Now candidate exists for a critical role.
  • Using AI-generated succession action recommendations verbatim without checking feasibility against organisational constraints.
  • Including specific promotion commitments or compensation adjustments in the succession action prompts, contaminating the output.

Definition of Done

  • Every critical role in the registry has a bench-strength rating supported by candidate readiness data from the Successor Readiness Matrix.
  • The Succession Gap Report flags all roles rated Thin or Critical and assigns a gap severity consistent with vacancy risk levels.
  • Every identified gap has a corresponding action recommendation with immediate, development, and acceleration components.
  • The Succession Plan contains all sections — executive summary, bench overview, gap analysis, action recommendations, and implementation timeline — in a consistent structure.

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AGASI AiOS · HR14 v1.0 · Apr 8, 2026