AI agent for chief human resources officers
Succession Slate Readiness Agent
Current readiness ratings and actions for every critical role
What it does
Critical roles need ready successors, but succession lists often go stale and look better on paper than in reality. This agent keeps the list of critical roles and named successors. Each quarter it pulls each successor's performance, development plan progress and experience, and rates readiness against the role profile. It asks each successor's manager to confirm progress, then checks the answer against development records. If a stated action is not in the records, it asks the manager for evidence or lowers the rating. Roles with no ready-now or ready-soon successor are flagged with options such as an external pipeline or a stretch assignment. It also flags people named for several roles. The HR leader reviews ratings and decides actions with the executive team. Edge case: one person is named successor for four roles, so the agent flags the overlap as a false sense of cover.
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.
Read the steps as a list
- Quarterly talent review
- Pull successor performance and development data
- Rate readiness against role profiles
- Ask managers to confirm development progress
- Does stated progress match development records?If not: ask the manager for evidence or correct the rating. Back to step 4.
- Flag roles without ready cover and overlapping successors
- HR leader approves ratings and actionsThe agent waits here for your OK.
- Succession report for the executive team
How it decides
It rates readiness by gaps between successor experience and role profile and flags roles without cover.
- Ready now, 1 to 2 years, or not ready, based on profile gaps
- Successors named for more than two roles are flagged
- Roles without ready cover need an action
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Critical role list
- Readiness levels
- Review frequency
- Overlap limit
What keeps you in control
It always asks you first
- Final readiness ratings
- Sharing the report
Hard limits
- Report access limited to named leaders
- Ratings never shared with successors without HR
It stops when
- Done: report approved
- Stop: role profiles missing
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.
- 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
