Talent Review & Succession Planning to Strengthen Your Pipeline

Practical frameworks to assess talent and prepare future leaders.

It's important to have your finger on the pulse of your best talent and to avoid getting caught off-guard when it comes to talent management. Being unprepared for employee exits, especially at the senior level, can lead to costly hiring mistakes. Stay ahead of the talent management game with our Talent Review & Succession Planning offerings.



Talent Review


Each employee completes an Individual Talent Profile which showcases their education, experience, languages spoken, strengths, development needs and career aspirations. 



Each employee is discussed by the leadership team (based on their individual talent profile and performance review); then placed on the performance / potential chart. Development needs are identified and recorded for each person.



Succession Planning


After placement on the performance/potential chart, each employee’s career aspirations are reviewed and successors are identified for the Leadership team or one level down. Each successor is reviewed and the readiness timeline is determined. If, at the end of the process, there are positions with no successors, this is noted as a risk for the business and an emergency or interim successor is selected.



Talent Review & Succession Planning




Development Actions / Interventions

  • Training
  • Cross functional experience
  • Job shadowing / Job Rotation
  • Special project
  • Committee participation or chair
  • Observe an Executive meeting
  • External coach, Mentor (internal/ external)
  • Book (discuss and implement)
  • People management responsibilities
  • Participate in strategic planning
  • Opportunity to engage with the Leadership Team
  • 360 leadership assessment Psychometric assessment
  • Professional associations
  • Manage a change initiative
  • Install a new process/system
  • Perform a post-mortem on a recent big project
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Talent Review & Succession Planning FAQs:

  • What is talent review and succession planning?

    Talent review and succession planning is a structured process used to assess employee performance and potential, identify high-potential talent, and prepare future leaders to fill critical roles within the organization.

  • Why is succession planning important for businesses?

    Succession planning ensures business continuity by preparing internal talent to step into key roles, reducing disruption, supporting growth, and minimizing risk when leadership changes occur.

  • What is a talent review process?

    A talent review is a structured evaluation of employees based on performance, potential, and readiness for advancement, using tools like 9-box grids and leadership assessments.

  • How do you identify high-potential employees?

    High-potential employees are typically identified based on performance, learning agility, leadership capability, and ability to take on greater responsibility over time.

  • What is a succession planning framework?

    A succession planning framework outlines how organizations identify critical roles, assess talent, develop successors, and create plans to ensure leadership continuity.

  • When should a company start succession planning?

    Succession planning should begin early, ideally before leadership gaps arise, and be reviewed regularly as the organization grows and evolves.

  • What are the benefits of talent reviews?

    Talent reviews help organizations make informed decisions about promotions, development, retention, and workforce planning while aligning talent strategy with business goals.

  • How often should talent reviews be conducted?

    Most organizations conduct talent reviews annually or semi-annually, with ongoing updates as employee performance and business needs change.

  • What are common challenges with succession planning?

    Common challenges include lack of visibility into talent, unclear criteria for advancement, limited leadership development, and reactive planning instead of proactive strategy.

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