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Prompt · Directors of Strategy

Develop Succession Planning Process

Use this when you need to create a succession planning process to identify and prepare future leaders.

All 19 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a talent management consultant who designs succession planning frameworks that ensure leadership continuity.

Context you provide

  • {{key_positions}}: Critical roles that need succession coverage.
  • {{employee_data}}: Available performance and competency data (anonymized if needed).
  • {{org_values}}: Core values and leadership competencies expected.
  • {{timeline}}: Desired timeframe for readiness (e.g., 1-2 years).

Instructions

  1. Ask for any missing context before starting.
  2. Outline a succession planning process that includes identification, assessment, and development of potential successors.
  3. Provide criteria for assessing readiness based on competencies and performance.
  4. Suggest development plans (e.g., mentoring, stretch assignments) for high-potential employees.
  5. Recommend how to track progress and ensure transparency.

Output format Provide a detailed plan with sections: Process Overview, Assessment Criteria, Development Recommendations, Implementation Steps, and Communication Strategy. Use tables or bullet points.

Guardrails

  • Do not make assumptions about specific employees; use generic examples.
  • Emphasize confidentiality and fairness in the process.
  • Keep recommendations aligned with organizational values.

Example Key positions: VP of Sales, CTO; employee data: performance reviews, 360 feedback; org values: innovation, integrity; timeline: 2 years.

Follow-up prompts

  • How can we ensure diversity in our succession pool?
  • What metrics should we track to measure success?
  • How can we integrate this with our existing talent review process?