by
Phil Geldart
| Sep 21, 2011
Discussions around succession planning are generally considered safe. After all, we’re talking about potential here; about people, only some of whom may… one day… possibly… be considered for a more senior job. A big deal, yes. But not really that big a deal. After all, who knows what the future will hold?

This kind of approach is, in my opinion, dead wrong.
It is a big deal. A VERY big deal. These people are, in fact, the future leaders upon whom the company will rely.
Succession Planning is essentially a process for ensuring key jobs, usually senior ones, have potential replacements “on the bench”. If we back up a step to look at who gets put on the bench as future talent, often one individual is earmarked as a potential successor for several jobs. This is natural with high performers. The decisions are usually discussed at the senior level, confirmed, and then passed to HR or OD to develop these candidates so the best and most suitable will be ready when positions open up.
The approach sounds pretty straightforward; but here’s a problem which often surfaces. When the time comes to move Person A off the bench (usually after a significant training investment) the leader responsible for deciding who to move into the vacant position “doesn’t want Person A”. They’re “not good enough”, or “not strong enough”, or “not the right chemistry”, or “should never have been in the Succession Plan in the first place”.
This leads to my “Succession Planning Imperative”:
“Every leader must agree to every candidate who makes the list for the Succession Plan, and be willing and ready to have them within their department (after the necessary training) to fill any vacancy for which it has been agreed that they are a suitable candidate.”
It cannot be an option for a senior leader to reject someone at some point in the future. If they believe that’s going to be their response, they must refuse to include them in the Succession Plan in the first place.
And it’s not alright to agree they go in the Plan, but “just not be earmarked for anything in my area”. People are often moved, promoted, or absorbed by other departments, and this may happen with any individual, including the one they didn’t really support.
Each senior leader must agree to, and be willing to accept in their group, any candidate they support as someone to be included in the Succession Plan. This direction must be firmly in place, or your Succession Plan will be seriously flawed.
Want to learn more? For details on succession planning, along with development tools and examples of best practices, download our guide to Getting the Most Out of Succession Planning.