Tutorial · 9 min read
Building a Succession Plan
Identify critical roles, score readiness, and develop your bench.
1Adding critical roles
From Succession, mark roles as critical based on impact, scope, and replacement difficulty.
2Assessing readiness
Score successors against role criteria. Use AI to draft initial readiness levels for review.
3Reviewing successor pools
View bench depth per role and identify thin areas.
4Using AI recommendations
Surface high-fit candidates outside the obvious pool — including cross-department options.
5Exporting leadership reports
Generate a board-ready PDF for your next leadership review.