Installable skillMIT

Succession Planning Skill

Identify critical roles and develop succession pipelines with readiness assessment

BY a5c-aiUPDATED Oct 28, 2026
INTENDED FOR✳Claude Code>_Codex◈OpenClaw↗CursorInstall in a listed agent.

instructions.md

---
name: succession-planning-00f584661269
description: Identify critical roles and develop succession pipelines with readiness assessment
allowed-tools:
  - Read
  - Write
  - Glob
  - Grep
  - Bash
metadata:
  specialization: human-resources
  domain: business
  category: Learning and Development
  skill-id: SK-011
  dependencies:
    - Talent assessment data
    - Competency models
graph:
  domains: [domain:human-resources]
  specializations: [specialization:talent-management]
  skillAreas: [skill-area:talent-acquisition-strategy, skill-area:performance-management, skill-area:organizational-design, skill-area:learning-development]
  workflows: [workflow:talent-acquisition-pipeline]
  roles: [role:hr-manager, role:talent-recruiter]
---

# Succession Planning Skill

## Overview

The Succession Planning skill provides capabilities for identifying critical roles, assessing internal talent readiness, and building leadership pipelines. This skill enables strategic talent planning through 9-box matrices, readiness assessments, and development tracking.

## Capabilities

### Critical Role Mapping
- Map critical roles and succession risk levels
- Calculate role criticality scores
- Identify single points of failure
- Assess vacancy impact
- Track succession coverage

### Candidate Assessment
- Assess internal candidate readiness
- Evaluate performance and potential
- Calculate readiness timelines
- Track development progress
- Compare candidates objectively

### 9-Box Matrix
- Generate 9-box talent matrices
- Plot performance vs. potential
- Categorize talent segments
- Track movement over time
- Generate cohort analytics

### Development Planning
- Create individual development plans
- Link gaps to development actions
- Track plan execution
- Connect to learning resources
- Monitor progress milestones

### Readiness Metrics
- Track succession readiness metrics
- Calculate bench strength
- Monitor pipeline health
- Report coverage gaps
- Trend readiness over time

### Reporting
- Build role-based competency requirements
- Generate succession bench reports
- Create executive dashboards
- Support board reporting
- Maintain confidential succession records

## Usage

### Critical Role Assessment
```javascript
const roleAssessment = {
  role: 'VP of Engineering',
  criticality: {
    factors: {
      businessImpact: 5,
      specializedKnowledge: 4,
      externalScarcity: 4,
      developmentTime: 5
    },
    vacancyRisk: {
      incumbent: {
        retirementYears: 3,
        flightRisk: 'medium'
      }
    }
  },
  currentSuccessors: [
    { id: 'EMP-001', readiness: 'ready-now', developmentPriority: 'low' },
    { id: 'EMP-002', readiness: 'ready-1-2-years', developmentPriority: 'high' },
    { id: 'EMP-003', readiness: 'ready-3-plus-years', developmentPriority: 'medium' }
  ],
  targetBench: {
    readyNow: 1,
    ready1to2: 2,
    emergency: 1
  }
};
```

### 9-Box Analysis
```javascript
const nineBoxConfig = {
  population: {
    scope: 'director-plus',
    department: 'all'
  },
  axes: {
    performance: {
      source: 'latest-review-rating',
      thresholds: [2.5, 3.5]
    },
    potential: {
      source: 'manager-potential-rating',
      thresholds: [2.5, 3.5]
    }
  },
  output: {
    matrix: true,
    distribution: true,
    movementAnalysis: true,
    actionRecommendations: true
  }
};
```

## Process Integration

This skill integrates with the following HR processes:

| Process | Integration Points |
|---------|-------------------|
| succession-planning-process.js | Full succession workflow |
| leadership-development-program.js | Development planning |
| performance-review-cycle.js | Performance input |

## Best Practices

1. **Regular Review**: Update succession plans at least annually
2. **Diverse Pipeline**: Ensure diversity in succession candidates
3. **Development Focus**: Succession without development is wishful thinking
4. **Transparency**: Balance confidentiality with candidate development
5. **Board Visibility**: Report on critical role succession to board
6. **Emergency Plans**: Always have emergency successors identified

## Metrics and KPIs

| Metric | Description | Target |
|--------|-------------|--------|
| Bench Strength | Ready-now successors per critical role | >1 |
| Succession Coverage | Critical roles with identified successors | 100% |
| Internal Fill Rate | Leadership roles filled internally | >70% |
| Diversity Pipeline | Diverse candidates in pipeline | Reflects workforce |
| Development Completion | Successor IDP completion rate | >80% |

## Related Skills

- SK-009: Training Needs (development input)
- SK-007: 360 Feedback (readiness data)
- SK-006: Performance Review (performance data)
COMPATIBILITY & REFERENCES

Platform guidance

Imported from the listed AgentSkill.sh category. Complete supplied package files and notices are retained. Required external tools and credentials are not installed. No bundled code was executed during import. Individual agent task behavior has not been tested.