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Develop a succession policy

Learn what to include in a policy for leadership transition and succession.

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What is a succession policy? 

A succession policy documents and guides how your organisation ensures a smooth and effective leadership transition. This covers executive and board member roles.

What is succession planning?

Not sure what succession planning is? Read this guide first. 

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What’s in the policy? 

The succession policy provides the framework to help your organisation: 

  • identify and develop potential leaders 
  • manage leadership transitions, including communication, onboarding and offboarding 
  • regularly review the policy 
  • ensure the continuity and success of the organisation. 

Leadership transition and succession policy template

Use this template to help create a succession policy for your organisation. 

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Review your policy regularly 

Make sure you regularly review the policy to ensure it aligns with evolving organisational needs.  

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