Succession Planning Audit Form
Please complete this form to help us assess the effectiveness of succession planning in your organization.
Organization Name
*
Date of Audit
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Auditor Name
*
First Name
Last Name
Does your organization have a documented succession plan?
*
Yes
No
In Progress
How often is the succession plan reviewed?
*
Please Select
Annually
Every 2 years
Every 3 years
Never
Are key positions identified in the succession plan?
*
Yes
No
Is there a formal process for identifying potential successors?
*
Yes
No
Rate the effectiveness of your succession planning process.
*
1
2
3
4
5
What challenges have you encountered in succession planning?
*
Additional comments or recommendations
*
Submit
Should be Empty: