Dialog facilitates succession planning. This is the (long-term) process whereby an organisation anticipates the departure of staff in key positions. You do this by preparing other talented colleagues to take over should the need arise. You have the option to create a succession plan based on roles and/or managers within the organisation.
Please note: To start a succession plan, you must have purchased the Talent Module.
When you set up a succession plan, managers are asked to complete it for their team. They can then do the following:
- Succession plan for roles: managers are shown an overview of the roles their staff currently hold, and who holds which role. They can indicate which members of their team they envisage progressing to a particular role, the timeframe within which they expect that person to be ready, and how urgent it is to identify a successor.
- Succession plan for managers: if a manager leads staff who also hold managerial roles, they have the option to specify, for each team, who could be a potential successor as manager for that team, when they expect that person to be ready, and how urgent it is to identify a successor.
As HR, you have an overview of all the input provided by managers. You use this to discuss internally the succession planning for (for example, urgent) key positions.
Set up a request
You set up a succession plan as follows.
- Click on 'Manage'
- Click on the 'Succession Planning' heading
- Click on 'New request'
Planning and content - Enter the name of your succession plan
- Enter the date on which the request may be sent to the managers (they will receive an email about this)
- Indicate whether you wish to add your own text to this email
- Enter the subject line of the email
- Add the text to be included in the email
- Indicate whether you wish to create a succession plan for roles, teams or both.
Receivers - Click on 'Receivers' to select the target group
- Select the teams you wish to involve in the succession planning. You will see the team leader listed next to each team
- Once you have completed all the details, click on 'Save'. On the start date of the request, all participating managers will receive an email asking them to complete the succession plan for their team.