Working Through a Succession Planning Scenario

  1. Choose Planning ® Succession planning.
  2. The Succession Planning screen appears.

  3. To change the object type, proceed as follows:
    1. Choose Edit ® Change object type.
    2. The Select Object Type dialog box appears.

    3. Position the cursor on the object type you want and choose Transfer.

    This takes you back to the Succession Planning screen.

  4. Enter the object name or the object ID in the corresponding field.
  5. If necessary, change the key date for planning.
  6. Select the planning criteria you want to include.
  7. The criterion Include dislikes is really only useful if used in conjunction with another planning criterion.

    You can use the planning criterion Additional career independently of the criterion Include career.

  8. If applicable, enter a career of your choice in the Additional career field.
  9. Choose Enter.
  10. Choose Planning ® Execute.
  11. The Succession Planning screen appears. In the top section of the screen, the system displays standard information on the object you selected. In the succession plan, the system displays objects that match each of the selection criteria specified.

    Since the various planning criteria are independent of each other, the same objects might appear several times in the succession plan (under different selection criteria).

  12. To display the ranking list for the objects, choose Goto ® Ranking list.
  13. The Succession Planning screen appears. This ranking list is sorted by suitability range or suitability percentage. The planning criteria that the objects meet are displayed in the right-hand section of the screen.

    Each object is displayed only once in the ranking list.

    1. To toggle between the suitability ranges and the suitability percentage, choose Settings ® Suitability % on/off.
  14. You can save the succession plan and ranking list to file, or print them.


You have created a succession plan for the object selected. You can use this succession plan as a basis for further evaluations. See Evaluating a Succession Plan and Using Detailed Selection For the Succession Plan.

See also:

Succession Planning for a Position, and Designating a Person for the Position: Example

Finding Suitable Persons for a Job, and Creating a Potential Example

Evaluating Designations for a Position Example

Simulating Succession Planning