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Succession

Frontline succession planning without the guesswork

A method for naming, assessing and developing successors for the roles you cannot leave open — and reviewing cover on a cadence that holds.

7 min read · updated 2026-09-07

In this guide

  • Step 1 — Identify genuinely critical roles
  • Step 2 — Assess readiness, don't declare it
  • Step 3 — Read cover as a portfolio
  • Step 4 — Run a review cadence that holds

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.

Ready now

Meets the standard; could step up this quarter with support.

Ready 6–12 months

One or two evidenced gaps with an active development move.

Ready 12–24 months

Strong trajectory, needs breadth or scale exposure.

Not a successor

Valued contributor; development plan without a succession claim.

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

  1. 01

    Quarterly

    Update readiness, flight risk and open development moves.

  2. 02

    Half-yearly

    Calibrate ratings across sites and functions together.

  3. 03

    Annually

    Re-baseline critical roles as the operating plan changes.

Questions we get asked

Frequently asked questions

How many successors should each critical role have?

Two assessed successors at different readiness horizons is a workable target for most critical roles; one ready-now successor is the minimum acceptable cover.

Should we tell people they are on a succession plan?

Share the development conversation, not a promise. Most organisations name the capability gaps and the next move without guaranteeing a specific role.

Can hiring assessments be reused for succession?

No. Screening instruments predict entry-level fit. Succession needs leadership readiness evidence gathered against your leadership standard.

Next step

Apply this to your operation

Book a 30-minute scoping call and we'll map the evidence you need first.