What is the first step in succession planning?

The first step in succession planning is to describe the behaviors, skills, and leadership qualities needed for the role. This foundational step ensures that the organization has a clear understanding of what is required for effective performance in key positions. By identifying the specific competencies and characteristics necessary for success, organizations can better assess potential candidates for those roles.

This detailed description serves several purposes: it creates a benchmark for evaluating current employees' readiness for advancement, guides training and development efforts, and helps in defining the strategic direction of talent acquisition. Establishing these criteria early in the succession planning process is crucial for aligning the development of internal candidates with organizational goals, ultimately contributing to enhanced leadership and operational continuity.

Once this step is in place, other components, such as developing a formal written succession plan or outlining organizational needs, can be effectively tailored to ensure that they address the identified behaviors, skills, and leadership qualities.