Succession Planning Compliance Audit Form
Please complete the following audit form to assess succession planning compliance.
Auditor's Full Name
*
First Name
Last Name
Department
*
Please Select
Human Resources
Finance
Operations
Sales
IT
Marketing
Legal
Other
Date of Audit
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Is there a documented succession plan in place?
*
Yes
No
In Progress
Are key positions identified with potential successors?
*
Yes
No
In Progress
Are development plans in place for successors?
*
Yes
No
In Progress
Are succession plans reviewed regularly?
*
Yes
No
In Progress
Comments or Recommendations
*
Submit
Should be Empty: