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Succession Planner for Critical Roles: Find the Single Points of Failure Before They Resign
An Excel workbook and guide that score your critical roles, track possible successors and flag roles where one person holds knowledge nobody wrote down.
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One resignation or retirement can stop payroll, dispatch or a key customer, and most teams do not know which roles carry that risk. This planner scores your critical roles, names possible successors and flags roles that depend on one person with undocumented knowledge.
What you get
- Critical Roles tab: up to 20 roles scored on impact, difficulty to replace, chance of leaving and sole-holder risk, with Critical, High and Monitor levels.
- Successors tab: up to 100 successor rows with readiness, gap, development action, owner, due date and overdue flag.
- Summary tab: a one-sentence read-out of bench strength and knowledge risk.
- Example tab: a filled sample for a fictional logistics company.
- 5 page PDF guide: scoring rules, readiness levels, a 3-line conversation script, a development menu, a role knowledge sheet and a 45 minute quarterly review.
How it works
- Score your most important roles.
- Name possible successors and rate readiness.
- Write one development step with an owner and a date.
Requirements
Excel, Google Sheets or LibreOffice and a PDF reader. No macros.
What it is not
A planning tool, not legal advice and not a promise of promotion. Choose successors on documented, job-related criteria. Names and companies in the example are fictional.
Digital products: no refunds once downloaded. A corrupted, incomplete or not-as-described file reported within 14 days of purchase is replaced or refunded in full. Refunds return to your original payment method within ten business days.
These are general HR tools, not legal advice. For a situation with legal stakes, talk with an employment attorney.
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