Step 1 — Identify genuinely critical roles
Criticality is about operational consequence, not level. A shift supervisor holding a food safety sign-off can be more critical than a head-office manager.
- What stops or slows if this role is empty for 30 days?
- Is the knowledge documented or held by one person?
- How scarce is the skill in your labour market?
- Does the role carry a compliance or safety accountability?
Step 2 — Assess readiness, don't declare it
Readiness should be evidenced against the same leadership capability standard used in performance and promotion, so a rating travels between sites.
Step 3 — Read cover as a portfolio
Cover is a system-level number. Two ready-now successors both reporting to the same leader is thinner cover than the spreadsheet suggests.
- Count roles with at least one assessed ready-now successor
- Flag single-successor roles and shared-manager concentration
- Note where external hiring is the only realistic route
- Track flight risk against your highest-criticality roles
Step 4 — Run a review cadence that holds
- 01
Quarterly
Update readiness, flight risk and open development moves.
- 02
Half-yearly
Calibrate ratings across sites and functions together.
- 03
Annually
Re-baseline critical roles as the operating plan changes.