Succession Planning Guidebook

With an aging workforce and industry in transition, organizations will face retirements and potential sudden departures of key staff in critical positions, which put operations and planning at risk—costing time and financial resources. As a result, succession planning is a critical component of any organization’s resilience strategy by understanding critical competencies in each role to ensure continuity when staff move on, either planned or unexpectedly.

The Succession Planning Guidebook is a practical reference for employers looking to steward organizational knowledge through retirements and role changes. The guidebook provides best practices, process descriptions for key competencies and roles and worksheets for putting it all into action. It demonstrates how advanced preparation allows for smooth transitions in the case of unexpected vacancies, as well as making the case that succession planning can aid in an organization’s ability to support diversity, equity and inclusion in the workplace.

Succession Planning Guidebook

Succession Planning Guidebook

Guidebook launch event panel discussion

Acknowledgements

The Province of Alberta is working in partnership with the Government of Canada to provide employment support programs and services.