This template provides a structured framework for planning CEO succession, from defining future leadership requirements to identifying and developing internal and external candidates. It is designed for boards, HR leaders, and executive teams responsible for ensuring leadership continuity.
Included in this resource:
- Overview of the organization’s mission, strategic vision, financial goals, market landscape, and future challenges
- Framework for defining the criteria, competencies, leadership expertise, career path, and personal characteristics required for the next CEO
- CEO candidate persona template to establish an ideal leadership profile
- Templates for assessing and comparing internal succession candidates
- Templates for assessing and comparing external succession candidates
- Planning sections for internal candidate development, external recruitment strategy, recruitment timelines, consultant selection criteria, and budget allocation
