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People & operations

Succession Plan One-Pager

Show who is ready for each senior role. People committees use it to plan leadership.

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What’s on It

  • ProfileThe Two Seats Under Most Pressure
  • Two-by-two matrixTwelve Roles, Scored
  • Side-by-side profilesIf Someone Leaves Tomorrow
  • PhasesThe Next Nine Months

Sample One-Pager. Company and figures are made up.

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Leadership Bench Review
People committee · Ashcroft Group · Twelve senior roles
The Two Seats Under Most Pressure
D
Dana WhitfieldChief Operating Officer
In role7 years
RetiresMarch 2028
Ready coverNone named
T
Tomas BergerFinance Director
In role2 years
Retention riskHigh: two approaches this year
Ready coverNone named
Twelve Roles, Scored
Ready now
Operations director, North
Head of quality
Head of supply chain
Ready in two years
Financial controller
Head of transformation
Regional director, South
Right role, keep them there
Chief technology officer
Company secretary
Head of estates
No cover at all
Chief operating officer
Chief information officer
Finance director
If Someone Leaves Tomorrow
Operations
Covered below the top
Two directors could act up at regional level. Neither is ready for the chief operating seat.
Finance
Not covered
The controller is two years off and has never presented to the board.
Technology
Not covered
No internal candidate at all. An external search runs eleven weeks.
Supply chain
Covered
The deputy has run the function twice through parental leave.
Estates
Covered from outside
An interim is on retainer at three days' notice.
The Next Nine Months
Q1
By December
Name a deputy for all three uncovered roles
Four successors given board exposure
Search partner briefed on technology
Q2
By March
Controller sits in two board meetings
Retention terms agreed with the finance director
Acting-up pay signed off
Q3
By June
Two successors run a function for a month
Re-score all twelve roles
Bench review returns to the board
Roles with no cover
3 of 12
Board decision
4 December
Owner
People committee

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