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Succession management - Tools

A collection of tools and other useful links to help you define, plan and implement your succession strategy.

Succession or talent? A purposes exercise based on the focus finder
09/08/2012
Succession or talent? A purposes exercise based on the focus finder View Document

Imperial College London

Imperial College London - Pegasus programme: Development panel guidelines
09/08/2012
Imperial College London - Pegasus programme: Development panel guidelines View Document
Imperial College London - Pegasus programme: Nomination guidelines for managers, including the nomination form
09/08/2012
Imperial College London - Pegasus programme: Nomination guidelines for managers, including the nomination form View Document
Imperial College London - Pegasus programme: Observation sheet for selection exercises
09/08/2012
Imperial College London - Pegasus programme: Observation sheet for selection exercises View Document

Newcastle University

Newcastle University: Succession management - Development Centre documentation
09/08/2012
Newcastle University: Succession management - Development Centre documentation View Document
Newcastle University: Succession management - Development centre feedback report
09/08/2012
Newcastle University: Succession management - Development centre feedback report View Document
Newcastle University: Succession management - Rating scale
09/08/2012
Newcastle University: Succession management - Rating scale View Document
Newcastle University: Succession management - Strategic leaders framework: Where you measure against the framework
09/08/2012
Newcastle University: Succession management - Strategic leaders framework: Where you measure against the framework View Document
Newcastle University: Succession management - Summary of development plans and activities
09/08/2012
Newcastle University: Succession management - Summary of development plans and activities View Document

Nottingham Trent University

Note that these are partially completed sample documents, to serve as examples.

Nottingham Trent University - Succession management - Assessment feedback report
09/08/2012
Nottingham Trent University - Succession management - Assessment feedback report View Document
Nottingham Trent University - Succession management - Assessment feedback report for individuals
09/08/2012
Nottingham Trent University - Succession management - Assessment feedback report for individuals View Document
Nottingham Trent University - Succession management - Role potential report
09/08/2012
Nottingham Trent University - Succession management - Role potential report View Document
Nottingham Trent University - Succession management - Role audit document for ATL
09/08/2012
Nottingham Trent University - Succession management - Role audit document for ATL View Document
Nottingham Trent University - Succession management - Pool assessment rating form
09/08/2012
Nottingham Trent University - Succession management - Pool assessment rating form View Document
Nottingham Trent University - Succession management - Scenarios feedback report for ATL
09/08/2012
Nottingham Trent University - Succession management - Scenarios feedback report for ATL View Document
Nottingham Trent University - Succession management - Assessor's integration matrix
09/08/2012
Nottingham Trent University - Succession management - Assessor's integration matrix View Document

Leadership Foundation research projects (pdfs; require free registration)

Characteristics, roles and selection of vice-chancellors
Glynis Breakwell, University of Bath
Professional managers in higher education: preparing for complex futures
Celia Whitchurch, Kings College London
Composition, challenges and changes in top team structures in UK higher education institutions
Steve Woodfield, University of Surrey and Tom Kennie, Nottingham Trent University

CIPD tools and resources

Succession planning factsheet 2011 (requires free signup)
Talent management factsheet 2011 (requires free signup)
The talent perspective 2010 (requires free signup)
Succession toolkit 2007 (publication available for purchase)
Talent management - design implementation and evaluation 2008 (resource available only to CIPD members)
Talent management – understanding the dimensions 2006 (resource available only to CIPD members)

Further reading

Guthridge, M., A. B. Komm and E. Lawson (2008). Making Talent a Strategic Priority. McKinsey Quarterly, January 2008.
Heuer, J. J. (2003). Succession Planning for Key Administrators at Ivy-Plus Universities. Philadelphia, University of Pennsylvania.
Munro, A. (2005). Practical Succession Management: How to Future-Proof Your Organisation. Aldershot, Gower.