Succession Planning Process

Succession Planning is a process by which an organization ensures that employees are recruited and developed to fill each key role within the company.

Succession planning is not just about promotion paths to the top. It's about getting the right person in place for every job. If a firm plans to double in size in three years, they will need more talented managers and must plan accordingly.

This process of succession planning enables your organization to:

1. Assess if you have the right skills mix to achieve company goals – and determine what gaps exist that must be closed.
2. Identify talented employees and provide education to develop them for future higher level and broader responsibilities
3. Identify which employees are at risk of leaving.
4. Retain superior employees
5. Build “bench strength."
6. Determine where people belong on the bus.
7. Determine if they should be on your bus - or someone else’s.

If you want to effectively do succession planning in your organization, you must first identify your organization’s long term goals. In the process you will also need to understand the developmental needs and goals of your employees. Then you need to make sure that your key employees understand the roles, responsibilities, and career paths of the positions that they are being developed to fill. There needs to be a match.
Also be mindful of the job employment trends in your industry and area so that you have a good appreciation for the roles that you may have a particularly difficult time filling externally.

To help everyone get a clear picture on the workforce a diagnostic organizational chart must be developed. Any organizational charting software tool that helps you visualize the organization and its personnel ‘hot spots’ will greatly help in a successful planning process. OrgChart Pro is an organizational charting software that automates the organization mapping and visualization process.

Here is a Basic Succession Planning Organization Chart

One of the deliverables from the succession planning process is a diagnostic organization chart. Using OrgChart Pro and the succession planning process, here (below) is a basic chart showing positions that are filled, currently vacant, expected to be vacant, ready-now for promotion, and contractor. Additional fields may be added for length of time on the job, expected departure date, skill sets, etc. But this basic chart becomes an important visual to communicate the urgency for sound planning and taking action to protect your company’s greatest asset.

Your goal is to hire superior people that have the passion, character, capability and track record for the job. Good people that fit are tough to find, which makes the succession planning and hiring so critical.

OrgChart Pro provides the perfect visual ‘heat map’ to facilitate an effective succession planning process. Visit www.orgchartpro.com for details and a free trial.

Organizational Charting Software and Excel

Need to create an organizational chart for your company? While Excel and PowerPoint can be used they’re really made to do the job – hence it’s a slow and tedious process. OrgChart Pro is specifically designed for the complex job of drawing, formatting, and publishing organizational charts in a fraction of the time. Plus, the entire process of creating org charts can be automated. OrgChart Pro can easily import excel data to create the chart and then keep it up-to-date. OrgChart Pro makes chart formatting, data changes and personnel calculations quick and easy.

You can draw charts using drag and drop, or create your chart with a simple import from Excel.

Try OrgChart Pro for free and see how this org chart software solution can work for you. Details at www.orgchartpro.com

Organizational Charting Software for Oracle

OrgChart Professional will connect directly to Oracle HR EBS, or any Oracle database allowing you to make organization charts for your company the easy way.

OrgChart Pro easily imports from Oracle to instantly create professional organizational charts. Especially if you are looking for a way to automate the org chart creation process from beginning to end - OrgChart Pro can be scheduled to run on a daily basis to pick up changes that are made to the Oracle database and then update the charts and publish output to PowerPoint or a Flash web site.

OrgChart Pro is a cost-effective, robust organizational charting software, supporting the functions of charting, succession planning, re-organization, budget analysis, and much more. Details are at www.orgchartpro.com.

Software Features:

• Create charts in minutes
• One-click synchronization
• Chart complex relationships
• Arrange large charts for legibility
• Publish your charts
• Attach/store documents
• Protect confidential info
• Find anyone quickly
• Produce directories
• Perform scenario analyses
• Navigate easily
• Print/display options

Succession Planning Process

Succession planning is a process by which an organization ensures that employees are recruited and developed to fill each key role within the company.

Succession planning is not just about promotion paths to the top. It's about getting the right person in place for every job. If a firm plans to double in size in three years, they will need more talented managers and must plan accordingly.

This process of succession planning enables your organization to:

1. Assess if you have the right skills mix to achieve company goals – and determine what gaps exist that must be closed.
2. Identify talented employees and provide education to develop them for future higher level and broader responsibilities
3. Identify which employees are at risk of leaving.
4. Retain superior employees
5. Build “bench strength."
6. Determine where people belong on the bus.
7. Determine if they should be on your bus - or someone else’s.

If you want to effectively do succession planning in your organization, you must first identify your organization’s long term goals. In the process you will also need to understand the developmental needs and goals of your employees. Then you need to make sure that your key employees understand the roles, responsibilities, and career paths of the positions that they are being developed to fill. There needs to be a match. Also be mindful of the job employment trends in your industry and area so that you have a good appreciation for the roles that you may have a particularly difficult time filling externally.

To help everyone get a clear picture on the workforce a diagnostic organizational chart must be developed. Any organizational charting software tool that helps you visualize the organization and its personnel ‘hot spots’ will greatly help in a successful planning process. OrgChart Pro is organizational charting software that automates the organization mapping and visualization process.

Here is a Basic Succession Planning Organization Chart

One of the deliverables from the succession planning process is a diagnostic organization chart. Using OrgChart Pro and the succession planning process, here (below) is a basic chart showing positions that are filled, currently vacant, expected to be vacant, ready-now for promotion, and contractor. Additional fields may be added for length of time on the job, expected departure date, skill sets, etc. But this basic chart becomes an important visual to communicate the urgency for sound planning and taking action to protect your company’s greatest asset.

Your goal is to hire superior people that have the passion, character, capability and track record for the job. Good people that fit are tough to find, which makes the succession planning and hiring so critical.

OrgChart Pro provides the perfect visual ‘heat map’ to facilitate an effective succession planning process. Visit www.orgchartpro.com for details and a free trial.

Organizational Charting Software for Excel

Need to create an organizational chart for your company? While Excel and PowerPoint can be used they’re really made to do the job – hence it’s a slow and tedious process. OrgChart Pro is specifically designed for the complex job of drawing, formatting, and publishing organizational charts in a fraction of the time. Plus, the entire process of creating org charts can be automated. OrgChart Pro can easily import excel data to create the chart and then keep it up-to-date. OrgChart Pro makes chart formatting, data changes and personnel calculations quick and easy.

You can draw charts using drag and drop, or create your chart with a simple import from Excel.

Try OrgChart Pro for free and see how this org chart software solution can work for you. Details at www.orgchartpro.com

Organizational Charting Software Visio

If you are still wrestling with Visio to make organizational charts you need to examine OrgChart Pro, the software expressly made for creating and publishing organizational charts.

Compared with Visio, organizational charts created with Org Chart Pro are done more quickly and have many more options for formatting, arrangements, and data intelligence. With OrgChart Pro you can easily see that charts match the organization’s data – so you don’t need to wonder if you have forgotten to add a person to the chart, or if you have put them in the wrong place. That’s because the view of the chart and the view of the organizational are continuously in view and synchronized.

Larger charts are automatically paginated into interactive sub-charts, allowing you to drill up or drill down throughout the organization. And if you need to, all people can be shown on one page so you can print on a large plotter output. OrgChart Professional will output to PowerPoint, and interactive Flash web site, and even Visio.

Hierarchical calculations are particularly easy to do in OrgChart Pro, which makes it an ideal tool for succession planning and company re-organizations. And with the audit and compare tools you can see exactly what has changed (financial impacts, reporting relationships, headcount, etc.) between different org chart scenarios.

Visio has been designed as an all-purpose diagramming package, whereas OrgChart Professional is solely dedicated to organizational charting and publishing.

Details are at http://www.orgchartpro.com.