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Succession planning: A step-by-step process

This guide explores how to implement a structured succession planning process, including identifying key roles, assessing talent and developing future leaders. It helps employers build a systematic approach to managing long‑term workforce continuity.

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By Robert S. Teachout

In our series of Leading practice guides on succession planning, we explore the essential function of succession planning and discuss how to introduce it into your organisation.

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  • Getting started with succession planning
  • Step 1: Define key positions
  • Step 2: Identify how to measure success in a role
  • Step 3: Assess the talent pool
  • Step 4: Develop high potentials
  • Step 5: Monitor and adjust

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About the author

Robert Teachout, SHRM-SCP - Legal Editor at Brightmine

Robert S. Teachout, SHRM – SCP
Legal Editor, Brightmine

Robert Teachout has more than 30 years’ experience in legal publishing covering employment laws on the state and federal level. At Brightmine, he covers labour relations, performance appraisals and promotions, succession and workforce planning, HR professional development and employment contracts. He often writes on the intersection of compliance with HR strategy and practice.

Before joining Brightmine, Robert was a senior HR editor at Thompson Information Services, covering FMLA, ADA, EEO issues and federal and state leave laws. Prior to that he was the primary editor of Bloomberg BNA’s State Labour Laws binders and was the principal writer and editor of the State Wage Assignment and Garnishment Handbook. Robert also served as a union unit leader and shop steward in the Washington-Baltimore Newspaper Guild of the Communications Workers of America. Actively involved in the HR profession, Robert is a member of SHRM at both the national and local levels, and gives back to the profession by serving as the communications vice president on the board of his local chapter.

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