Example Succession Plan or Organisational Replacement Chart Template

Office Hot Spot Areas Auckland Auckland Wellington Job Title Number of employees Current Vacancies Yes 1 0 1 No Future Vacancies When Sept 2010 0 Sept 2010 Reason Retirement 0 Has indicated would like CEO role Possibility may apply for MD role Succession to HRM Resignation Recruitment Needed? Potential successor identified?

Notes

CEO CFO Managing Director HR Manager HR Team Marketing Managers Marketing Team Sales Managers Sales Team Engineering Project Managers Engineering Team Leaders Engineering Team Finance Manager Finance Team

1 1 1

0 0 0

Unknown yet Unknown yet Unknown yet Unknown yet No

Auckland Auckland Wellington

1 6 2

0 0 1

1 1 1

0 0 0

Sept 2010 Sept 2010 2 Sept 09

headhunt. JB, GB and AJB all been identified for promotion to MD role

Internal recruitment preferred. No currently Board to decide in Jan 2010. No Yes possible Prefer internal promotion. However, if not successful successors may have to go for external identified.

Internal assessment on HR team required before recruitment decision to be made VF VF is identified from identified Marketing Team
for MM role

Wellington Wellington Wellington Auckland

10 1 10 1

2 1 0 1

1x 1/8/09 2x 1x 3/9/09 Resignation Unknown at present pending CEO decision to replace 0 ? Pending CEO decision ASAP due to planned expansion of the department Still recruiting for 1 engineers for planned expansion LI, KT and LM identified for promotion in Aug 09 Unknown at present Pending outcome of Disciplinary Possible vacancy pending outcome next month- JJ could move to FM role.

Yes No Unknown yet

No

External Recruitment underway

1? 1

DB identified from Prefer internal Sales Team for SM recruitment role HK from MT has indicated she would like to move to Sales Team if DB was moved to SM role

Auckland Auckland Christchurch Christchurch

1 22 1 20

1 3 0 0

0 3 ? ?

0 0 ? 0

Yes No candidates External external indentified as recruitment recruitment specialised field underway required 1x external 3- LI, KT & LM Engineers promoted to E/TL recruitment roles starting in Aug 09 3 x internal Yes external recruitment to be started in Jul 09 to cover staff promotion and movement in Aug 09 JJ identified by Finance Manager last year as No internal potential successor promotion preferred External No candidates due External Recruitment to specialised field recruitment required for required FT vacancy