Which of your positions would hurt most to lose tomorrow — and who is actually ready to take them?
Most organizations cannot answer either question with a number. This workbook makes you answer both, in about an afternoon.
Download it free — ₱08 sheets · Excel · no payment, no card, no call
Succession plans usually fail quietly.
Not because nobody wrote one, but because the one that exists names a successor for the roles everyone already worries about, and says nothing about the specialist three levels down whose departure would stop a process cold.
The fix is not a longer document. It is scoring every position on the same criteria, so criticality is something you can defend rather than something you assert — and then scoring the people against the same scale, so “ready” means the same thing in every conversation about it.
That is all this workbook does. It is the instrument, not the advice.
A look inside
Three of the eight sheets, shown filled in. The file itself arrives blank apart from one example row.
| Approved Position | Filled | Total Vacancy | Perf. Trend | Revenue | Risk | Special. | Total Score | Critical Position Level | |
|---|---|---|---|---|---|---|---|---|---|
| 2 | Executive Director | 1 | 1 | VS | 5 | 5 | 4 | 14 | Highly Critical |
| 3 | Chief Information Officer | 1 | 1 | S | 4 | 5 | 5 | 14 | Highly Critical |
| 4 | Internal Auditor V | 1 | 0 | VS | 3 | 5 | 4 | 12 | Critical |
| 5 | Planning Officer IV | 2 | 0 | S | 3 | 3 | 3 | 9 | Moderately Critical |
| Potential Successor | Qual. Std. | Comp. | Perf. | Learning | Commit. | Loyalty | Likability | Overall Match | Readiness Status | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2 | A. Dela Cruz | 4 | 4 | 4 | 4 | 4 | 4 | 100% | Ready Now | |
| 3 | B. Santos | 4 | 3 | 4 | 4 | 3 | 4 | 89% | Ready Soon | |
| 4 | C. Reyes | 3 | 2 | 3 | 2 | 3 | 3 | 64% | Ready Later |
| Position | Ready Now | Ready Soon | Ready Later | Depth | Strength | Bench Risk | |
|---|---|---|---|---|---|---|---|
| 2 | Executive Director | 1 | 1 | 1 | 3 | 1 | Covered |
| 3 | Chief Information Officer | 0 | 0 | 0 | 0 | 0 | Critical role, no bench |
| 4 | Internal Auditor V | 0 | 2 | 1 | 3 | 0 | No one ready now |
| 5 | Planning Officer IV | 0 | 0 | 1 | 1 | 0 | No one ready now |
Shaded cells are what you type. Everything else is a formula — the bands, percentages, and counts above all compute themselves.
Everything in the file
Succession planning
Scores every position on revenue contribution, risk exposure, and specialization, then bands it from Noncritical to Highly Critical.
Successor assessment matrix
Rates candidates 1–4 on seven criteria and computes an overall match percentage and readiness status.
Succession bench
Counts depth and strength per position, and flags any critical role with nobody behind it.
Competency position profile
Required level against assessed rating, so the gap names the development agenda.
Config
Every scoring threshold in one place. Lower the bands once you can see how your own scores distribute.
Definitions & how to use
Thirty-seven defined terms and a fill-in order, so it survives being handed to someone else.
Three passes, and you have a plan
1
Score your positions
Rate each role on revenue contribution, risk exposure, and specialization. The workbook bands it from Noncritical to Highly Critical for you.
2
Assess your people
Rate candidates against seven criteria. Overall match and readiness status compute themselves.
3
Read the bench
Depth and strength count automatically, and any critical role with nobody behind it is flagged.
Send me the workbook
Yours to keep, no strings. Tell us where to send it and the download starts immediately.
After the workbook
Then close the gaps it finds.
The workbook will tell you where the bench is thin. Closing that gap ranges from learning the method yourself to having the whole thing built for you — four options, and the workbook stays free either way.
Learn the method
₱500
Succession Planning Essentials
A two-hour live online session that takes you from a blank workbook to a scored, defensible succession plan.
per seat · one live 2-hour session
- Two hours live online, worked through the criticality scoring and readiness assessment step by step
- A full position taken end to end, from plantilla row to readiness band
- Questions answered live — bring the positions you are stuck on
- The recording afterwards, so a clash on the day costs you nothing
You want to understand the method properly before committing budget to it.
Build it yourself
₱10,000
Succession System — self-build
The complete system, configured to your salary-grade structure, for your own team to roll out.
one-time, includes setup guide
- Full scoring model, competency dictionary, and development-plan templates
- Workbook pre-configured for your plantilla structure and grade bands
- Implementation guide plus a briefing script for your executive team
- Email support while you roll it out
You have someone internal who will own this, and would rather build the capability than rent it.
Have it built for you
₱30,000
Succession System — built for you
We score your actual positions, build the system around them, and hand it over working.
one-time, configured to your plantilla
- Criticality scored across every position, not just the ones you already worry about
- The system configured against your real plantilla and salary grades
- Board-ready succession plan with the scoring rationale documented
- Handover session so your team can maintain it without us
You want this working now, without spending your team's time building it.
Bring us in
By inquiry
Consultancy engagement
Facilitated end to end by our principal consultants, through the transition rather than up to it.
scoped per organization
- Facilitated criticality and bench assessment across the whole organization
- Successor development plans written against real competency gaps
- Optional competency-based HRIS, so the plan stays live instead of ageing in a spreadsheet
- Ongoing advisory through the transition itself
The transition is close, the plantilla is large, or a promotion decision needs to withstand being challenged.
Not ready for either? The workbook is genuinely free and stands on its own — or browse the other starter toolkits.