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AI agent for board members

Succession Readiness Agent

Every critical role has a successor who is ready now or within a year

People and hiringDecisionsManagementExecutives and strategy
See how it worksGet access
Succession Readiness Agent: what goes in, what the agent does and what you get

What it does

Most succession plans are a list of names that rarely changes, and gaps appear when someone resigns. Twice a year, or after a resignation, this agent loads critical roles, named candidates, readiness ratings and development actions. It collects progress from HR and each candidate's manager, plus recent performance results. A candidate who has left or moved is removed and the gap shown. It updates suggested readiness and checks every critical role has a candidate ready now or within a year. If one has none, it drafts options: speed up a development action, prepare an external search, or name an interim leader. It drafts a confidential update. The CEO and board make every decision about people.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Review date or resignation 2 USES A TOOL Load critical roles, candidates and ratings 3 USES A TOOL Collect development progress and performance results 4 DOES Remove candidates who left or moved 5 DOES Update suggested readiness for each candidate 6 CHECKS THE RESULT Does every critical role have a ready candidate? If not: draft development, search or interim options forthe gap. Back to step 5. 7 DOES Draft confidential succession update 8 YOU APPROVE CEO and board approve plan changes 9 RESULT Updated succession plan
Read the steps as a list
  1. Review date or resignation
  2. Load critical roles, candidates and ratings
  3. Collect development progress and performance results
  4. Remove candidates who left or moved
  5. Update suggested readiness for each candidate
  6. Does every critical role have a ready candidate?If not: draft development, search or interim options for the gap. Back to step 5.
  7. Draft confidential succession update
  8. CEO and board approve plan changesThe agent waits here for your OK.
  9. Updated succession plan

How it decides

A role is covered only when at least one candidate is rated ready now or ready within 12 months with development actions on track.

  • Leavers are removed at once
  • Development actions overdue by 3 months lower readiness
  • Interim cover is named for every role without a ready candidate

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Critical roles list
  • Readiness scale
  • Review frequency
  • Who receives the update

What keeps you in control

It always asks you first

  • Changing readiness ratings
  • Starting an external search

Hard limits

  • Never tells candidates their status
  • Keeps all content confidential to the CEO and board

It stops when

  • Done: plan approved
  • Stop: critical role list not agreed; ask the board chair

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOf 7 critical roles, the CFO role lost its only ready-soon candidate, who resigned in May. The coverage check failed. The agent drafted three options: a 6 month stretch project for the financial controller, an external search brief and the controller as interim. It rechecked and found the controller rated ready in 18 months, not 12. The board approved the first and third options.

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