You know you should have a succession plan. What you need is a concrete list of exactly what to do — in order — so you can actually make progress instead of leaving it on the “someday” pile.
This checklist gives you the exact steps to take to prepare your business for a leadership transition, whether that’s planned retirement, a sale, an emergency, or just protecting against the unexpected.
What’s inside:
- Key roles to assess for succession gaps
- Internal candidate identification and readiness rating
- Knowledge documentation checklist: what to capture and how
- Leadership development milestones for successor candidates
- Legal and operational preparation steps
- Communication planning for stakeholders and employees
Built for business owners, founders, and executive leaders who want to make succession planning real — not just a good intention.
Instant PDF download. Check it off. Get it done.
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