HR Succession Planning Template

HR Succession Planning is the process of identifying critical roles within an organization and preparing employees to step into them through development, training and mentorship. The template helps HR teams map key positions, assess candidate readiness and track development needs to ensure leadership continuity and support employee growth.

HR typically fills this template, as the HR role in succession planning is to coordinate with executives and managers to keep it aligned with organizational strategy.

The completed plan is kept internally by HR and leadership teams as part of workforce and talent management records.