Succession Planning Questionnaire

Succession Planning Worksheet: Getting A Plan in Place

This form is designed to assist you in beginning the process of succession planning.

Email(Required)

Supervisor Email(Required)

1. Why does your business exist?

2. Why will you want to exit?

3. When do you want to exit?

4. What do you want your business to be when you exit?

5. What do you need to do to make your business look like that?

6. Individual growth plans:

Person	Style	Strengths	Opportunities	Future Role	Actions

There are no Individuals.

7. Successor style and strength profile:

8. Give SPOT Feedback to team members (one positive and one negative weekly per person). Tools to structure talent development: