Succession Plan and Succession Management Template 3

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SUCCESSION PLANNING & MANAGEMENT

Identify interested employees and assess them against capabilities - Employee


profile
The following template will help you prepare the profiles of your employees

STEP 3 - EMPLOYEES PROFILES

Name Title Retirement Eligibility Date Projected Retirement

       
Years
Willing to
Position (Group and in
relocate?
Level) positio
 
n Language Profile and Expiration Dates
Yes No
      / / Reading Writing Oral  ______
Key Strengths (knowledge, skills, abilities, experience, etc.)
 

Performance Ratings (if


Previous year Current year Proposed
applicable)

Ongoing      

Key Commitments      
Results of Tests and Assessments (if applicable) Career Aspirations
   

Learning Needs (knowledge, skills, abilities, experience, etc.)


 

Learning Plan (activities and timelines)


 

Knowledge Transfer Plan


 

Employee’s
Signature     Date___________

Immediate
Supervisor’s
Signature     Date___________

Note: If you develop your own templates, ensure that templates for learning plans make the link between
performance appraisals and developmental activities for current and future areas and positions.

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