In this article, we explain how to interpret the results of your succession planning. Once you and other managers have started identifying successors, this data is collected in a dashboard. Below, you can read how the various columns and statuses are determined.
Understanding the Dashboard
In the succession planning overview, you will see several columns that display the progress and status of the planning:
- Urgency: This column displays all urgency levels indicated by you (for your own team) or by managers in the teams reporting to you. This provides immediate insight into where the need for succession is highest.
- Status: This column reflects the current phase of the plan. The status is based on the average of the urgencies entered by various managers. This average is rounded up: more critical or important statuses carry more weight in the calculation.
- Activity (Act.): This is a counter that tracks how actively a plan is being worked on. Clicking here opens a sidebar showing all historical activity.
Managing and Adjusting Statuses
As a manager, you can edit the status of your team's plan. You can do this by opening the request via the email notification or through the banner within Dialog itself.
Important to note:
Only the statuses you enter in the sidebar contribute to the average shown in the dashboard.
Administrators have the ability to manually override the general status. If an administrator does this, the automatic average is discarded, and the manual status becomes leading. When an administrator adjusts the status, it may be necessary to refresh the page to see the changes immediately.
Do you have any further questions about interpreting the results after reading this article? Please contact your Customer Success Manager or our Support department.