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)
---
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.
Help users make better hiring decisions. Use when someone is evaluating job candidates, making hiring decisions, conducting reference checks, reviewing work samples or take-homes, calibrating their hiring bar, or deciding between finalists.
Help users navigate career changes and pivots. Use when someone is considering a new role, transitioning into product management, evaluating job offers, taking a sabbatical, or feeling stuck in their current position.
Help users build relationships with mentors and sponsors for career growth. Use when someone is looking for career guidance, wants to find a mentor, needs an advocate at work, is trying to build their professional network, or asking how to get advice from senior leaders.