Ensure future success with this succession planning template

Identify who’s next in line for the throne—and who needs a little more time in the field—with a succession plan template from FigJam.

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Succession planning template

Bring all your stakeholders on board with a shareable succession chart.

Make succession your obsession

Succession planning templates allow you to solidify your internal structures, outline every job description, and identify the up-and-coming succession candidates of your org.

Prepare to fill empty seats: Have an effective succession plan with replacements ready to go as soon as a spot becomes vacant.

Identify your ideal applicants: Effective succession planning should describe your perfect candidate and then locate them within your company.

Discover your shining stars: Find those employees that are almost ready for the next step, then develop a plan to help them reach their full potential.

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Prepare with the proper people

Succession is a super-sized decision. Don’t go it alone—invite all the involved parties to the discussion on who the potential employee (or employees) is with FigJam. Use Poll and Simple Vote widgets to make democratic decisions, encourage feedback with Lil’ Notes and cursor chats, and effortlessly link to other diagrams and docs that add context to your conversation.

Plan for succession like it’s your profession

Plan ahead for your leadership transition and never waste a moment when a crucial role opens up for a successor to take the spot. Give your future leaders the tools they need to succeed with more templates from our community.


Every business succession plan chart is a little different, but they all follow roughly the same four steps:

1. List your positions – Create a list of all the essential or senior roles within your organization—positions that the company couldn’t survive without. This step is also an opportune time to define (or re-define) each role.

2. Create your categories – Succession plan templates usually include buckets like “Ready today,” “Ready in 1–3 years,” “Ready in 3+ years,” and so on.

3. Fill in the blanks – For every position, try to include a few high potential employees in each category. For example, you might have two employees who could step into the Product Manager Role tomorrow, three who could do it in a year, and four more who could make it in a few years.

4. Write out a plan – Once you know the internal talent that could take over what position, it’s time to develop a plan to help them succeed.

Ideally, every employee succession planning template should have:

- A table with positions on one axis and timelines on the other

- A list of all the must-fill positions in the company

- The names of every employee who could fill the role

- A plan for how each employee can be ready to jump in if needed

When you start with a template succession plan from FigJam, you can rest easy knowing all the essentials are already covered—all you have to do is fill it in.

Open a ready-made succession plan template from FigJam and start by filling in the table with the most important information. Create a list of positions you might need to fill in separate columns, and generate a list of potential candidates across several rows. To add that wow factor, consider color-coding your table by category—green for “Ready today,” blue for “Ready in a year,” and so on.

Of course, the beauty of a template is that you can tweak it whenever you need. Save your current template as is, then add columns as your company expands and rows anytime new talent joins your ranks.

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