When Should You Create a Succession Plan?
When Should You Create a Succession Plan? Succession Plan Before the role becomes a crisis, but not before it becomes critical. Big-picture framing A succession plan should be created when a role becomes important enough that losing the person in it would create real disruption. The goal is not to plan for every job or quietly crown one “chosen successor.” It is to protect continuity, develop talent, and reduce overdependence on any single person. A strong succession plan works like a spare tire: you hope you do not need it today, but you are grateful it is there when the road changes. The Best Time to Create a Succession Plan The best time to create a succession plan is before someone leaves, retires, burns out, gets promoted, or becomes impossible to replace . But that does not mean every role needs a formal plan. The smarter question is: Which roles would create the most risk if they were suddenly empty? That distinction matters. Succession planning is not about building a giant bi...