Succession Planning 101: Planning for the Unplanning through Documentation and Evaluation

This presentation covers key concepts in succession planning, how to get started with a team documentation project, and a discussion of what different versions of what succession planning may look like in action. The presenter shares examples of evaluation and planning documents, as well as speaks to how these documents can be both created and implemented during the COVID crisis. Lastly, the presenter shares metrics to help viewers determine what to include in succession planning documentation, which positions should have documentation, and when you know you've documented enough. Learn about the variations of succession planning, types of documentation, purposes of documentation, and how to begin a succession planning project at your own institution.