Updated 24 Sept 2026Print this page

The Successor identification and assessment template is a vital tool in the succession planning process. It provides a structured approach to evaluating potential successors for key positions within the organisation. By systematically assessing employees' skills, competencies, and readiness, this template helps employers to ensure that there is a robust pipeline of future leaders prepared to step into critical roles when needed. 

This sample template is designed to be used after identifying key positions and defining the competencies required for those roles. It builds on the initial talent assessments and provides a comprehensive evaluation of each potential successor. By using this template, employers can make informed decisions about succession planning and create targeted development plans to address any gaps in skills or experience. Members can also access Australian Industry Group’s  succession planning resources.

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