A manager's ultimate guide to effective succession planning - Work Life by Atlassian

Overview
Succession planning is a strategic process that helps managers identify critical roles within their team and create a pipeline of talent ready to step into those positions when they become vacant. This guide walks technical leaders through the steps needed to build an effective succession plan, from role analysis to development and knowledge transfer.

Key Takeaways

• Define key roles and the skills required for each.
• Assess current talent and identify potential successors.
• Create individualized development plans to close skill gaps.
• Establish regular check-ins and update the plan as the team evolves.
• Communicate the plan transparently to build trust and engagement.

Who Would Benefit

• Engineering managers looking to future-proof their teams.
• Technical leads preparing for growth or role changes.
• Senior leaders responsible for talent strategy.
• HR partners supporting engineering departments.

Frameworks and Methodologies

• Role competency matrix
• Individual development plan (IDP)
• Knowledge transfer checklist