key roles succession planning tool
Build an IT Succession Plan
Blueprint: CIO
Key roles hold an organization’s most valued knowledge and skills. In the worst cast scenario, a key employee’s departure results in loss of valuable knowledge, core business relationships, and profits. Most organizations are unprepared for the loss of employees who hold key roles. Planning and...
Future-proof your IT leadership team.
Use this tool to document key roles, incumbents, potential successors, and associated readiness and risk points.After completion of the tool, you will have:A place to document business priorities, goals, and challengesAn inventory of all key roles, including the required skills and knowledge for each oneA repository of key role incumbent details,.
Key Roles Succession Planning Tool
Tool: CIO
Use this tool to document key roles, incumbents, potential successors, and associated readiness and risk points.
Role Profile Template
Templates And Policies: CIO
Use this tool to outline the minimum requirements for your critical roles.
Role Transition Plan Template
Templates And Policies: CIO
Many role transitions are characterized by low productivity and lost opportunities. As one employee exits a role and the successor takes over, a clear checklist-based plan will help ensure a smooth and rapid transition.
Critical Role Identifier
Tool: CIO
Use this tool to evaluate and classify roles to facilitate workforce planning decisions.
IT Organizational Transformation Research Center
Research Center
Revolutionize how people are organized and work together to deliver on your enterprise’s vision.
Design the Target IT Structure & Workforce Design Your IT Organization for the Future Build a Data-Driven Workforce Plan: A Critical CIO Exercise Design and Sustain a Purposeful IT Culture Implement a New IT Organizational Structure Tools to Enable the Design of the IT Organization IT Competency Library IT Skills Inventory and Needs Assessment.
Build a Data-Driven Workforce Plan: A Critical CIO Exercise
Blueprint: Team Leadership & Management
IT continues to struggle to hire the right talent. As inflation drives operating and labor costs up, IT leaders must become more strategic with workforce planning. However, the typical approach of backfilling vacant roles is not sufficient at the current rate of business change and...
Take the guesswork out of your IT workforce equation.
A workbook that extends your team-level assessment to individuals, enabling targeted development planning. This is a supplementary workbook for workforce planning, which helps you bridge your overall workforce plan with your employees’ individual development plans. It guides you through recording role-related competencies, as well as individual.
Individual Competency Assessment Workbook
Tool: Team Leadership & Management
A workbook that extends your team-level assessment to individuals, enabling targeted development planning.
The Complete Manual for Layoffs
Blueprint: CIO
When the economy is negatively influenced by factors beyond any organization's control, the impact can be felt almost immediately on the bottom line. This decline in revenue as a result of a weakening economy will force organizations to reconsider every dollar they spend.
Ensure executive leadership and managers have the direction on best-practice tactics to effectively manage layoffs.
Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role. Keep institutional knowledge in the organization by planning... Use the Knowledge Transfer Job Aid to:Identify critical knowledge held by at-risk key role incumbent(s)Select appropriate methods for transferring.
Knowledge Transfer Job Aid
Templates And Policies: McLean & Company
Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.
IT Leadership Career Planning Research Center
Research Center
Moving up in leadership means changing your mindset around success: from what you accomplish personally to what you enable others to achieve.
Peer Feedback – Management Mentoring Project Feedback Surveys Template Book a Call Back to Top Related Info-Tech Research First 100 Days as CIO The First 100 Days as CDO The First 100 Days as CISO Build a Better Manager: Basic Management Skills Build a Better Manager: Personal Leadership Build a Better Manager: Manage Your People Implement an IT.
The Small Enterprise Guide to People and Resource Management
Blueprint: CIO
Small enterprises face a challenge recruiting key talent in an environment where every person matters that much more. Taking a proactive approach to workforce planning, as well as to knowledge transfer and employee development, will ensure you have a handle on the key aspects of people management.
Quickly start getting the right people, with the right skills, at the right time.
Use the Workforce Planning Workbook for Small Enterprises to successfully complete all of the activities required to define and estimate your workforce needs for the future. Use the Workforce Planning Workbook for Small Enterprises to successfully complete all of the activities required to define and estimate your workforce needs for the future..
Workforce Planning Workbook for Small Enterprises
Tool: CIO
Use the Workforce Planning Workbook for Small Enterprises to successfully complete all of the activities required to define and estimate your workforce needs for the future.
Audit the Project Portfolio
Blueprint: Project & Portfolio Management
The Project Portfolio Audit based on Info-Tech’s Audit Standard examines the accountability of project sponsors and approvers for costs and benefits. The foundation principle for project and portfolio audit involves Fiduciary Duty: The obligation of management to act responsibly, in the best...
View the portfolio through the lens of your stakeholders.
Based on the results of the audit, this tool should be used as a project plan for next steps. Use this tool to determine the next steps and assign tasks to the appropraite people.
PPM Audit Timeline Template
Templates And Policies: Project & Portfolio Management
Based on the results of the audit, this tool should be used as a project plan for next steps.
Authority Matrix
Tool: Infrastructure & Operations
The tool is very basic but can be easily adapted to suit each manager's needs. It uses the RACI matrix (responsible, accountable, consulted, or informed) to describe the participation of relevant roles for tasks and responsibilities.
The tool is ... It uses the RACI matrix (responsible, accountable, consulted, or informed) to describe the participation of relevant roles for tasks and responsibilities. The Authority Matrix can be used by managers to provide basic guidelines around decision-making boundaries. Sought out for input on the task.Informed. Notified of task.
HR Systems Strategy RACI Chart
Tool: Applications
The RACI Chart assists you in organizing roles for carrying out project steps and makes sure there are definite roles that different individuals in the organization must play. Complete this tool to assign project steps to individuals of best-fit.
The RACI Chart assists you in organizing roles for carrying out project steps and makes sure there are definite roles that different individuals in the organization must play. Complete this tool to assign project steps to individuals of best-fit. The HR Systems Strategy RACI Chart assists you in organizing roles for carrying out project steps and.
Team Selection Tool
Templates And Policies: Small Enterprise Resources
The goal of this tool is to identify members that will make up a work group or project team. This is done by identifying skills that need to be on the team as well as those individuals that are available to bring those skills forward. By documenting specific roles and responsibilities, you can...
The goal of this tool is to identify members that will make up a work group or project team. This is done by identifying skills that need to be on th... By documenting specific roles and responsibilities, you can ensure adequate skills coverage and clarify the expectations of individual team members. Building a successful team – whether for.
Begin Your Projects With the End in Mind
Blueprint: Project & Portfolio Management
This research will help you organize project intake, initiation, and planning to enable a smooth closing process; provide support and insight into how to tie project closure back to the project charter; and write a closable project charter that is sufficiently protected from scope creep.
Plant the seeds of successful adoption and benefits realization before you move on.
Use this tool to take a closure-focused approach to managing a project. Includes a project charter, roles and responsibilities, task management, timeline management, statue updates, scope changes, closure checklist, and adoption planning.. Use this tool to take a closure-focused approach to managing a project. Includes a project charter, roles and.
Keystone Project Management Workbook
Tool: Project & Portfolio Management
Use this tool to take a closure-focused approach to managing a project. Includes a project charter, roles and responsibilities, task management, timeline management, statue updates, scope changes, closure checklist, and adoption planning.
Streamline Your Workforce During a Pandemic
Blueprint: CIO
COVID-19 is showing the true impacts that our volatile, uncertain, complex, and ambiguous (VUCA) world can have. The world has been forced to respond, with a pandemic triggering record-breaking market volatility, causing organizations to face very hard decisions. Not knowing what a new day will...
Times of crisis put leadership to the test. The window for initial action is small – be planful rather than giving in to knee-jerk reactions.
... tool to evaluate employee segments like roles or departments and determine which are most important to the organization's short and/orEvaluate employee segments (e.g. roles, departments) and determine which ones are most important to the organization's short- and/or long-term viability.Use the Short-Term Survival Segment Evaluation Tool.
Short-Term Survival Segment Evaluation Tool
Tool: Infrastructure & Operations
Use this tool to evaluate employee segments like roles or departments and determine which are most important to the organization's short and/or long-term viability.
Develop a Comprehensive IAM Improvement Strategy
Blueprint: Security
Define a clear IAM strategy that aligns with your organization’s security objectives and regulatory requirements; outlines the goals, roadmap, and desired outcomes of the IAM program; and considers user populations, existing systems, and scalability needs.
A successful identity and access management program is built on solid foundational processes.
Use this tool to document the roles and responsibilities associated with managing identities and access in your organization. Use this tool to document the roles and responsibilities associated with managing identities and access in your organization.
IAM RACI
Tool: Security
Use this tool to document the roles and responsibilities associated with managing identities and access in your organization.
Identify and Build the Data & Analytics Skills Your Organization Needs
Blueprint: Data & Business Intelligence
The demand for data expertise has grown. It is critical for organizations to identify the skill and talent makeup of their data and analytics workforce. By recognizing skills gaps early, data leaders can plan to train current data workers or attract talent, reducing the risk of a shortage of...
Blending soft skills with deep technical expertise is essential for building successful data & analytics teams.
Use this tool to help you identify the current and required level of competency for data & analytics skills, analyze gaps, and create an actionable plan. Use this tool to help your team analyze and identify skill gaps in your organization's data & analytics workforce. Use this tool to: Document the essential data & analytics roles, soft.
Data & Analytics Skills Assessment and Planning Tool
Tool: Data & Business Intelligence
Use this tool to help you identify the current and required level of competency for data & analytics skills, analyze gaps, and create an actionable plan.
Infor Talent Management
SoftwareReviews: Software Product
Infor Talent Management is a set of applications that supports strategic people initiatives, helping organizations to get the most from their talent. Build diverse teams and personalize career path strategies for your people by leveraging large quantities of behavioral and performance data.
Infor Talent Management is a set of applications that supports strategic people initiatives, helping organizations to get the most from their talent. Build diverse teams and personalize career path strategies for your people by leveraging large quantities of behavioral and performance data.
Establish Your Digital Transformation Governance
Blueprint: CIO
A digital transformation office is a critical component of successful transformations. An effective transformation office forces a disciplined and consistent execution approach, drives impact and minimizes value leakage, serves as a coordination mechanism across the organization, and builds...
Leverage the infrastructural rigor of a digital transformation office to manage your transformation and maximize value creation.
A simple template that guides a leader through the identification of the key roles to staff the digital transformation office. Use this template to help you identify the right people for the key roles within a transformation:Roles in the DTO: those who drive the transformationRoles in transformation workstreams: those who lead day-to-day.
Assignment of Digital Transformation Office Key Roles Template
Templates And Policies: CIO
A simple template that guides a leader through the identification of the key roles to staff the digital transformation office.