Leadership Foundation

Tools

A collection of tools and other useful links to help you define, plan and implement your succession strategy. Note that we plan to add additional materials to this page shortly, including tools from external consultants such as SHL.

Succession or talent? A purposes exercise based on the focus finder (Microsoft Word document)

Imperial College London

All links point to Microsoft Word documents.
Pegasus programme: Development panel guidelines
Pegasus programme: Nomination guidelines for managers, including the nomination form
Pegasus programme: Observation sheet for selection exercises, with behavioural indicators

Newcastle University

All links point to Microsoft Word documents.
Development centre documentation
Development centre feedback report
Rating scale
Strategic leaders framework: Where you measure against the framework (an explanation of the scale for individuals)
Summary of development plans and activities (a form for recording individuals’ performance during the development centre, and the resulting development plan and proposed activities)
Summary rating matrix for each participant

Nottingham Trent University

Note that these are partially completed sample documents, to serve as examples. All links point to Microsoft Word documents except where noted.
Assessment feedback report (pdf) (summary version)
Assessment feedback report (version for the individual)
Role potential report (for the organisation)
Role audit document for ATL
Pool assessment rating form
Scenarios feedback report for ATL
Assessor's integration matrix

Leadership Foundation research projects (pdfs; require free registration)

Characteristics, roles and selection of vice-chancellors
Glynis Breakwell, University of Bath
Professional managers in higher education: preparing for complex futures
Celia Whitchurch, Kings College London
Composition, challenges and changes in top team structures in UK higher education institutions
Steve Woodfield, University of Surrey and Tom Kennie, Nottingham Trent University

CIPD tools and resources

Succession planning factsheet 2011 (requires free signup)
Talent management factsheet 2011 (requires free signup)
The talent perspective 2010 (requires free signup)
Succession toolkit 2007 (publication available for purchase)
Talent management - design implementation and evaluation 2008 (resource available only to CIPD members)
Talent management – understanding the dimensions 2006 (resource available only to CIPD members)

Further reading

Guthridge, M., A. B. Komm and E. Lawson (2008). Making Talent a Strategic Priority. McKinsey Quarterly, January 2008.
Heuer, J. J. (2003). Succession Planning for Key Administrators at Ivy-Plus Universities. Philadelphia, University of Pennsylvania.
Hirsh, W. (2000). Succession Planning Demystified. Report 372, Institute for Employment Studies.
Munro, A. (2005). Practical Succession Management: How to Future-Proof Your Organisation. Aldershot, Gower.
Munro, A. (2009). Nuts and Bolts: Succession Management Practicalities (pdf). AM Azure Consulting Ltd.
Munro, A. (2011). Are You Planning Succession or Managing Success? A Strategic Perspective (pdf). AM Azure Consulting Ltd.
Munro, A. (2011). Ten Templates for Talent Management: Tools to Make a Difference (pdf). AM Azure Consulting Ltd.