
Objective Criteria for
Leadership Roles
The first step in a succession planning strategy is to establish a success profile that defines the critical skills, experiences, and traits required for a leadership role. We offer two solutions for developing customized success profiles:
- Using stakeholder interviews, existing data, and our expertise, we build a success profile tailored to the specific needs of your organization’s roles
- Our Success Profile Tool, a technology-enabled option, can be customized to your organization and the target role

Succession Planning
Assessment
Using our role-based assessment (RBA), we help identify candidates who match the success profile. Combining one-on-one interviews, personality tests, and feedback from peers and managers, an RBA gauges the leadership capabilities and relevant experiences of the individual to determine fit with the target role profile.
By identifying gaps between the candidate and the leadership role, we can support your organization in creating an accelerated development plan to increase successor readiness.

Prepare Successors with Scalable Development Solutions
Working together with candidates and their managers, we create actionable and measurable succession plans that target behaviors necessary for each role. Development solutions are aligned to the organization’s budget and succession timeline to accelerate readiness as needed.
From high-touch to low-touch options, we offer scalable approaches for all levels of the talent pipeline. We can tailor our approach based on your needs and resources, blending technology-enabled and traditional solutions such as:
- Six- or 12-month executive coaching
- Hybrid coaching
- Vayability virtual coaching