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:
- develop and agree succession planning processes and methodologies that meet the needs of the organisation
- align succession planning and methodologies with relevant HR processes
- implement the succession planning processes and methodologies across all organisational functions
- identify all critical posts for opportunities
- manage the talent pipeline
- engage with senior leaders and managers in succession planning processes and activities
- maintain accuracy and security of succession plan records
- implement succession plan when filling key positions
- evaluate succession planning processes and methodologies
- recommend relevant improvements after review
Knowledge and Understanding
You need to know and understand:
- your organisational strategies, values, goals and objectives
- the sectors in which your organisation operates and the market factors impacting on its performance
- the sources of specialist information and expertise and how to access it
- how human resource levers drive organisational performance
- the reasons for and benefits of succession planning within the organisation
- how to develop succession planning processes and methodologies in line with organisational needs
- the external placements and their value
- the range of HR processes that should be considered in succession planning
- how to integrate succession planning into HR processes
- how to identify critical posts within the organisation
- the talent pool in accordance with succession plan
- how to engage senior leaders and managers in succession planning
- the importance of records’ accuracy and security
- how to implement succession planning when key positions are filled
- how to evaluate succession planning processes and methodologies
- why planning processes and methodologies require to be reviewed on a regular basis
- the principles of agility, continuous improvement and business partnering needs
- the Equality, Diversity and Inclusion (EDI) practices
- 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