A little while back, Phil suggested a post on "succession planning and development". Within the organization I lead we have a goal this year to formalize this process, so the timing is good to share some thoughts and get your input.
- Keep it simple - especially in the beginning of the process. No need to create a detailed filtering criteria for who should/shouldn't be nominated for development. The more gates at this stage of the process the less likely it is that people will nominate anyone. Focus on executing a simple set of steps, not spending a bunch of time planning and filtering without ever talking to the people who need development
- Make a quick list of people to develop. My company has a great method for doing this. Start by enumerating all the positions reporting to you and then for each one list people you can think of who are "ready now", "1-2 years", and "3-5 years" away from being able to take on those roles
- Put more names in your list. Think about your network outside just the people who are currently in your direct reporting line. Look within the company, outside the company, at customers, and prior employees. Anyone you've worked with who was impressive.
- Now that you have a list, let people know they're in the list! This is something that doesn't happen routinely, but I've found can yield great benefits, both immediate and longer term. Even if you think someone won't be interested in the role you'd be surprised how good they may feel to hear "you're listed in our succession plans as a person we think would be great at doing my role".
- Now that people know they're in the list, start with just two actions for everyone in the list:
- delegate one significant responsibility to them
- set up a formal mentoring relationship for them - Measure the outcomes. Set up some simple metric which focuses on the outcomes, not the process. For example, "number of promotions from within the succession list each year"
- Repeat often. Set regular milestones to review the list, the metric, and the actions for each person in the list
Now over to you - what have you seen work? What didn't go so well? Any references that you've found valuable?
Some references that you may find useful:
- 4 Tips for Efficient Succession Planning
- Manager Tools Podcast - Staff Meeting Delegation and Succession Planning
Manager Tools Podcast - How to be an Effective Mentor