Performance

Succession Planning Without the Spreadsheet of Doom

November 13, 2025 · 8 min read

Most succession plans live in a single quarterly spreadsheet that nobody updates. The teams that actually have ready successors operate continuously. Here's how.

The spreadsheet problem

Quarterly succession reviews look thorough on slide 47 of the board pack. They produce no actual successors. The information is stale by the time anyone needs it.

The continuous model

Every manager rates each report on a 9-box twice a year (15 minutes per report). The data feeds a live succession view per critical role. Talent reviews happen against current data, not screenshots of a dashboard from March.

Pairing succession with development

Each high-potential gets one explicit stretch project per year. The project is in the succession record, not a separate development plan. Stretch + visibility is what creates successors — not training budgets.

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