Documents

High Potential Identification Diagnostic Tool
A tool to accurately identify cooperative employees capable of rising to, and succeeding in, a senior leadership role.
Sample Succession Management Spreadsheet
A sample spreadsheet, see PDF "Succession Management Presentation," for additional information on how to use the spreadsheet.
Succession Management Presentation
Information for using the Excel worksheet "Succession Management Presentation."
Successor Identification Tool
A tool to assist your management team in defining leadership potential and levels of employee performance at your co-op.
10 Succession Planning Mistakes
A list of 10 common mistakes that can undermine a succession planning initiative.

Succession Planning 101