PlatformDevelop & performSuccession PlanningNext moduleOffboarding
Succession Planning · Critical roles · Readiness · Risk

Bench strength you can show the board, and defend.

Critical roles, named successors, readiness, and risk, tied to performance and development data. Not a slide deck that ages the day after the offsite.

3×
Faster internal fills when succession is visible
40%
Fewer "surprise" departures in critical roles (pilot)
1 view
From role risk to named successor to development gap
Before · After

Succession, before and after.

How succession is planned, todayBefore

  • A 9-box in PowerPoint nobody updates
  • Successors named politically, not assessed honestly
  • CEO asks "who's next for CFO?", you open three files
  • Diversity is an afterthought in the final slide
  • Development budget disconnected from bench gaps
Confidence in bench for top 20 rolesLow / anecdotal

How succession is planned hereAfter

  • Critical roles defined with impact and tenure risk
  • Readiness scores from performance + development, same record
  • Scenario planning: if she leaves in Q2, what breaks?
  • Diversity and geography cuts without a separate spreadsheet
  • Development budgets align to actual bench gaps
Confidence in bench for top 20 rolesHigh / evidenced
How succession works on Careersome

Five steps from org chart to funded plan.

Roles that stop the business if empty.

01 / 05

Impact, scarcity, and knowledge concentration, not every manager title is equal.

Critical roles, successors, and readiness, one view.

Identify roles that would hurt if they emptied tomorrow, assess readiness, and fund development, using performance and development data on the same record.

Critical role inventory

Flag roles by business impact and vacancy risk, not only org-chart level.

Named successors

Attach candidates with readiness notes, so "who's next" isn't only in a slide deck.

Readiness scoring

Combine performance, skills, and development progress, fewer political nominations.

Diversity and geography cuts

See bench coverage across dimensions, before the board asks.

Scenario planning

Model what breaks if a leader leaves in Q2, who steps up, what gaps open.

Development tied to gaps

Fund learning where bench gaps actually are, not generic training budgets.

Where succession is seen

Board packs, exec sessions, and private workflows.

Sensitive data stays permissioned, exports for the board without emailing spreadsheets.

PDF / BoardPack exports
DevelopmentIDP & readiness
PerformanceRatings feed
CompensationRetention risk pay
Careersome appMatrix & scenarios
StoriesTalent risk read
AnalyticsDiversity & cost
EmailExec summaries
APIBI handoff
AlertsBench drift
SlackPrivate nudges
ZapierCustom
Questions

Before you book a demo, what boards ask.

How sensitive is this data?

Role-based access, audit logs, and optional air-gapped exports, your InfoSec review is welcome.

Do we have to name successors publicly?

No, HR and exec views differ from line manager views. Employees see development paths, not necessarily "you're the heir."

Can we import last year's plan?

Yes, bulk import roles and names, then tighten readiness scoring in-product.

How does this help DEI?

Pipeline diversity and time-in-role cuts surface before promotion season, not after the fact.

What if we only have 50 employees?

Succession still matters, critical roles exist in every scale. Pricing scales with headcount.

Stress-test your top ten roles, in a private session.

Bring titles only, we'll show readiness views and scenarios without employee names on first call if you prefer.