Manage succession planning

URN: INSHR015
Business Sectors (Suites): Human Resources
Developed by: Instructus
Approved on: 2025

Overview

This standard is about managing succession planning for an organisation. Succession planning is required for managing people opportunities and risks within the organisation. It includes developing and agreeing a succession planning and methodologies that are integrated with HR processes and implementing and evaluating the processes and methodologies.

This standard is for HR professionals who are involved in the management of succession planning.


Performance criteria

You must be able to:

  1. develop and agree succession planning processes and methodologies that meet the needs of the organisation
  2. align succession planning and methodologies with relevant HR processes
  3. implement the succession planning processes and methodologies across all organisational functions
  4. identify all critical posts for opportunities
  5. manage the talent pipeline
  6. engage with senior leaders and managers in succession planning processes and activities
  7. maintain accuracy and security of succession plan records
  8. implement succession plan when filling key positions
  9. evaluate succession planning processes and methodologies
  10. recommend relevant improvements after review

Knowledge and Understanding

You need to know and understand:

  1. your organisational strategies, values, goals and objectives
  2. the sectors in which your organisation operates and the market factors impacting on its performance
  3. the sources of specialist information and expertise and how to access it
  4. how human resource levers drive organisational performance
  5. the reasons for and benefits of succession planning within the organisation
  6. how to develop succession planning processes and methodologies in line with organisational needs
  7. the external placements and their value
  8. the range of HR processes that should be considered in succession planning
  9. how to integrate succession planning into HR processes
  10. how to identify critical posts within the organisation
  11. the talent pool in accordance with succession plan
  12. how to engage senior leaders and managers in succession planning
  13. the importance of records’ accuracy and security
  14. how to implement succession planning when key positions are filled
  15. how to evaluate succession planning processes and methodologies
  16. why planning processes and methodologies require to be reviewed on a regular basis
  17. the principles of agility, continuous improvement and business partnering needs
  18. the Equality, Diversity and Inclusion (EDI) practices
  19. the relevant data protection regulation

Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

2030

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

CFAHR4

Relevant Occupations

Personnel, Training and Industrial Relations Managers , Personnel and industrial relations officers

SOC Code

4136

Keywords

Human resources; HR; HR strategy; succession planning