Succession Planning Software

Succession Planning You Can Actually See

Map critical roles, identify successors, and track readiness—then run “what-if” scenarios to protect business continuity. Built for real-time collaboration across HR, managers, and leaders.

Create a Succession Plan

Visual talent mapping — view roles, successors, and bench strength at a glance
Scenario planning — model promotions, retirements, and unexpected exits
Real-time collaboration — align stakeholders in one shared plan

Creately's Succession Planning Software Workspace

Over 10 Million people and 1000s of teams already use Creately

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Visual Collaboration

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PLAN

Build a Clear Leadership Pipeline

Visual succession maps to map key roles, potential successors, and career paths - so gaps stand out instantly.
Readiness and competency tracking to capture skills, certifications, and development needs in one place.
Scenario planning test “what if” simulations for retirements, promotions, or unexpected departures to plan proactively.
Centralized talent hub to store all employee data, performance metrics, and succession plans in one accessible location for faster decisions.

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COLLABORATE

Align HR, Managers, and Executives

Real-time co-editing for HR, managers, and executives to keep plans aligned, accurate, and updated.
Role-based access controls to securely share sensitive plans with the right stakeholders.
Integrated feedback & comments directly on workspaces and dashboards so managers and employees can capture context and decisions.
Customizable succession templates that let you start with proven workflows to match your team structures and organizational goals.

EXECUTE

Turn Planning Into Action

Illustration of the presentation mode feature on Creately's succession planning software

Dynamic dashboards to visualize readiness, skill gaps, and succession risks at a glance, to prioritize development efforts.
Automated notifications for updates, reviews, and development milestones.
Export & presentation tools to share plans in leadership reviews (PDF, slides).
HR system integrations to sync with HRIS and performance management tools for accurate data.

Ideate, plan, and execute ideas better with Creately

Create a Succession Plan Book a Demo

Succession planning is the strategic process of identifying and developing future leaders within your organization to ensure business continuity. It involves mapping key roles, spotting talent gaps, preparing employees for growth, and creating a roadmap for smooth leadership transitions. A strong plan shows who could step in, how ready they are, and what development is needed—so transitions don’t disrupt the business.

How to Create a Succession Plan

Start with a visual succession map

Use Creately’s drag-and-drop canvas to map out key roles, teams, and potential successors. Visualizing your talent pipeline helps you quickly identify gaps and plan for future leadership needs.

Assess skills and readiness

Track employee skills, experience, and certifications directly on your map. Use built-in competency tracking features to see who’s ready for promotion and where development is needed.

Run scenarios

Plan for retirements, promotions, or unexpected departures by running “what if” scenarios. Creately lets you adjust roles and successors on the fly to test different outcomes.

Review with stakeholders

Invite HR, managers, and executives to co-edit the succession plan in real time. Gather comments, feedback, and insights directly on charts and dashboards for transparent, informed decisions.

Assign development action and track progress

Export visual your succession planning chart, dashboards, or reports for leadership reviews, board meetings, or team updates. Integrate with HR systems to keep your plan accurate, up-to-date, and actionable.

Create a Succession Plan

Free Succession Planning Templates for Growth and Continuity

Executive Leadership Succession Planning Template

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Single Critical Role Succession Plan Template

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Multi-Level Department Succession Map

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Talent Pool Succession Grid Structure

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FAQs About Creately’s Online Succession Planning

Is Creately suitable for organizations of all sizes?

Yes. Whether you’re a small business or a large enterprise, Creately’s flexible and visual platform makes succession planning simple, scalable, and collaborative.

How secure is my succession plan data?

Creately provides role-based access controls, so sensitive succession plans are shared only with the right stakeholders while keeping your data secure.

Can I run “what if” scenarios in my succession plan?

Yes! Creately’s succession plan app allows you to simulate retirements, promotions, or unexpected departures, helping you proactively plan for different outcomes.

Can I customize the succession planning templates?

Yes. Creately’s succession plan software lets you use ready-made templates or fully customize them to match your organization’s structure, roles, and workflow.

Can I visualize multiple succession scenarios at once?

Yes. Creately allows you to create multiple versions of your succession plans so you can compare “what if” scenarios side by side for better decision-making.

How easy is it to update succession plans over time?

Updating plans is simple—drag-and-drop functionality, real-time collaboration, and automated notifications make keeping your succession plans current effortless.

Can I assign development plans to potential successors?

Yes. You can attach training programs, mentoring plans, or skill-building activities directly to employees within the succession map, ensuring actionable next steps.

Streamline Your Workflows by Integrating with the Tools You Love

Creately integrates with the tools your teams use every day and supports your team’s workflow seamlessly.