Your Succession Plan Is Probably a List, Not a Strategy

A name in a box does not become a successor until the organisation has tested, stretched and trusted that person before the vacancy appears.

Author:

Nela Joleska

The board is reviewing succession for the organisation’s most critical roles.

The presentation looks reassuring.

Each position has one or two potential successors. Some are marked “ready now”. Others will supposedly be ready within twelve to twenty-four months. The names are familiar, the boxes are coloured and every important role appears to be covered.

The board moves to the next agenda item.

Nine months later, the chief operating officer announces that she is leaving.

The person marked “ready now” has never managed a full profit and loss account, led a major transformation or presented to the board. A second candidate has strong technical credibility but does not want the role. The third name was added because the executive team needed someone to place in the box.

Within two weeks, an external search begins. The succession plan did not fail. It was never a succession plan. It was a list of names that created temporary confidence without building actual readiness.

A Name Is Not a Successor

Many organisations confuse identifying talent with developing it.

Once an employee is labelled “high potential” or named as a possible successor, leadership feels that progress has been made. The individual may receive a development plan, attend an executive programme or be assigned a mentor.

None of this proves readiness.

A successor must be capable of carrying a larger level of complexity, ambiguity, exposure and consequence. That capability cannot be confirmed through positive performance ratings or a discussion held once a year.

It must be observed.

  • How does the person behave when information is incomplete?
  • Can they make decisions that affect areas beyond their own expertise?
  • Will they challenge senior authority when the evidence requires it?
  • Can they retain trust while making an unpopular decision?
  • Do they understand the whole enterprise, or only the function in which they have succeeded?

These questions are answered through experience, not administration. Until someone has been given meaningful opportunities to operate near the level of the future role, leadership does not know whether that person is ready.

It only knows that people hope they might be.

Performance Is Not the Same as Potential

Strong performance in a current role is important. It is also one of the most common reasons the wrong people are promoted.

An excellent functional leader may succeed because they possess deep expertise, close control and personal involvement in critical decisions. The next role may require something entirely different: enterprise thinking, delegation, political judgement and the ability to lead through people whose work they do not fully understand. The behaviour that created success at one level can become a limitation at the next.

A leader who personally solves every difficult problem may appear indispensable. In a larger role, that same pattern can slow the organisation and weaken the team.

Someone who produces exceptional results through force of personality may struggle when influence must replace authority. A technically brilliant executive may be unable to create followership beyond their professional domain. This does not make them less talented. It means talent is contextual.

The relevant question is not simply, “Is this person excellent?”

It is, “What evidence suggests that this person can succeed under the conditions of the future role?”

Without that distinction, succession becomes a reward for past performance rather than preparation for future responsibility.

“Ready in Two Years” Is Meaningless Without a Two-Year Plan

Succession presentations frequently describe candidates as ready within a specific period. But time does not develop leaders. Experience does.

If someone is expected to be ready in two years, the organisation should be able to explain what must happen during those two years.

  • Which capability gaps need to close?
  • Which assignments will test them?
  • What broader exposure will they receive?
  • Who will observe their performance and provide difficult feedback?
  • What decisions will they be allowed to make before the title arrives?

If the answer is limited to coaching, training and continued strong performance in the same role, readiness is unlikely to change significantly.

Executive development cannot remain theoretical.

A future chief executive may need to lead a business unit through a difficult year. A potential chief operating officer may need to manage a cross-functional transformation. A future board member may need exposure to investors, regulators or international markets.

These assignments carry risk. That is why organisations often postpone them.

They want future leaders to become experienced without allowing them to do anything that could expose the limits of their experience. This creates a comfortable development process and an unprepared succession pipeline.

Incumbents Can Create the Talent Gap They Later Complain About

A senior executive tells the CEO that nobody on the team is ready to replace them.

This may be an accurate assessment. It may also be evidence of a leadership failure. Some executives remain central to every important relationship, decision and piece of institutional knowledge. They delegate tasks but retain authority. Their team members are capable, yet rarely visible beyond the function.

When succession is discussed, the executive concludes that no one has sufficient breadth.

Of course they do not. They were never given it.

An executive who cannot identify a credible successor after years in a role should be asked more than who is available. They should be asked what they have done to create availability. Developing a successor requires giving away meaningful responsibility before it is comfortable. It means allowing another person to build relationships, make visible decisions and occasionally perform differently from the incumbent.

For some leaders, this feels threatening.

Their identity and influence are connected to being indispensable. They may support succession in principle while resisting every action that would make another person genuinely ready. The result is predictable: the leader remains essential, the team remains dependent and the organisation carries avoidable risk.

Potential Successors Must Be Asked What They Want

Another weakness in succession planning is the assumption that the identified person actually wants the role.

Executives discuss an employee’s future privately, place the name in a succession document and build plans around a career ambition that has never been confirmed. The employee may value their current expertise, reject the personal cost of the senior role or want a different future entirely.

The first serious conversation happens only when the vacancy appears.

By then, it is too late.

Succession planning requires honest career dialogue. That does not mean promising someone a position. No individual should be led to believe that a future appointment is guaranteed. It means understanding aspiration, mobility, personal constraints and the kind of responsibility the individual is genuinely prepared to carry.

A reluctant successor is not a succession solution. Neither is someone who accepts because the role appears to be the only respected route to advancement.

Organisations need multiple ways for talented people to grow. Otherwise, leadership roles are filled partly by those most attracted to status, rather than those best prepared for responsibility.

The Future Role May Not Resemble the Current One

Succession plans often begin with the existing role description. That can be a serious strategic mistake. The person who successfully led the function for the past decade may not represent what the organisation will need next.

A future chief financial officer may require stronger technological judgement. A future people leader may need to redesign the relationship between human and artificial intelligence. A future CEO may need to lead across markets, business models and cultures that do not yet contribute significantly to current revenue.

Succession should not reproduce yesterday’s leadership team. It should prepare the organisation for tomorrow’s challenges.

This requires the board and executive team to define the future demands of critical roles before assessing candidates. Otherwise, they will naturally favour people who resemble successful incumbents.

Familiarity can easily be mistaken for readiness. The candidate who speaks like the current leader, shares a similar career path and is already known to the board may feel like the safest choice. But continuity of appearance is not continuity of capability.

Sometimes the less obvious candidate is better suited to the future because they see the organisation differently.

Succession Is Not an HR Process

Human Resources may coordinate the process, gather assessments and support development.

It cannot own succession on behalf of senior leadership.

The CEO must be responsible for the strength of the enterprise pipeline. Each executive must be accountable for developing credible successors within their area. The board must test whether the organisation has genuine options for its most consequential roles.

That means asking questions more demanding than, “Do we have a name?”

The board should want to know:

  • What evidence supports this person’s readiness?
  • Which experiences are still missing?
  • When was the candidate last tested outside their functional comfort zone?
  • How do colleagues, direct reports and key stakeholders experience their leadership?
  • What could cause this person to fail at the next level?
  • What are we doing now to discover that before the appointment?
  • Do we have more than one credible option?
  • What happens if the vacancy occurs tomorrow?

Emergency succession and long-term development should also be separated.

The person capable of stabilising the organisation immediately after an unexpected departure may not be the best permanent successor. Confusing these needs can produce a rushed appointment that solves a short-term problem while creating a long-term one.

External Recruitment Is Not the Problem

There are times when the right successor should come from outside.

The organisation may need capabilities it has never developed, a different perspective or a deliberate break from the past. An external appointment can be the strongest strategic choice. The concern begins when external recruitment becomes the automatic response to every significant vacancy. If the organisation repeatedly looks outside because internal candidates lack breadth, visibility or readiness, leadership should examine the system that produced that outcome.

A company cannot claim that people are its greatest asset while consistently deciding that none of them can lead its future.

The cost is larger than recruitment fees.

Employees notice when senior positions are repeatedly filled externally. High-potential leaders begin to question whether development promises are real. Some stop investing emotionally. Others leave to obtain elsewhere the opportunity they were told to wait for.

The organisation then points to their departure as further evidence that internal talent is unreliable.

Build Readiness Before You Need It

A credible succession system does not begin when someone resigns. It builds options while the organisation still has time.

That means identifying future-critical roles, defining the capabilities they will require and assessing candidates with more honesty than optimism. It means giving people assignments that expose both their potential and their limitations.

It also means creating real sponsorship.

A mentor offers advice. A sponsor places someone in situations where their capability can become visible.

Future leaders need both.

They need feedback that does not protect their confidence at the expense of their growth. They need access to decisions beyond their current role. They need the chance to make mistakes while the organisation can still support and correct them.

Most importantly, they need to be trusted with consequential work before the vacancy appears. Bench strength is not measured by the number of names in a document. It is measured by the number of people who could assume greater responsibility without forcing the organisation to bet its future on untested hope.

If your successor exists only in a spreadsheet, you do not have succession.

You have a name.

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