Succession Setup>>Readiness Setup>>Readiness Form
The Readiness Form
The final stage of succession planning involves a structured evaluation to determine the most suitable successor for a critical role. The Readiness Form, tailored by staff type, consolidates key criteria to assess candidates systematically. Using a predefined 3-point rating scale, evaluators score candidates on criteria such as Leadership Potential, Interpersonal Skills, and Acting Experience, with clear options to select from for each.
The Readiness Indicator Scoring Guide shown below provides a structured reference for evaluators using the readiness form, outlining what constitutes a high, moderate, or low score for each indicator.
Points are assigned for each option selected, and the aggregated score determines the candidate’s readiness. The result is an overall score that places the candidate into one of the readiness categories, allowing for a fair, structured and objective selection. This process ensures that the company Leadership strategic perspective, HR’s and the manager’s direct insights are incorporated into the final rating, making the decision more balanced and informed.
Set Up the Readiness Form
Company: Select your company.
Staff Type: Select the staff type that the indicator is based on.
Readiness Indicator: Select the readiness indicators (for the linked assessor type) for which the guidelines are to be defined.
Readiness Rating Scale: Enter detailed descriptions as a Readiness Indicator Scoring Guide to be used as a structured reference for evaluators using the readiness form, outlining what constitutes a high, moderate, or low score for each indicator.
Click Submit to save all records or click the disk icon at the end of a row to save an individual record.
Repeat for additional staff types as needed. If a single form applies to the entire company, staff type selection is not required.
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