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Learn About the Succession Planning Insights Widgets
Learn About the Succession Planning Insights Widgets

Utilize your Succession Planning data to improve organizational strategy.

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Written by Rin
Updated over a week ago

For customers of our Succession Planning module.


By selecting from individual widgets, you can configure your insights to display data most relevant to your current objectives.

Currently Available for Succession Planning Insights

Status of Positions Requiring a Plan

This widget displays how many total positions in your organization require a succession plan and then summarizes the status of these plans (Complete, Missing, or At Risk). This summary helps you quickly identify plans to revisit or positions that still require planning. Only positions that require a succession plan are included in this calculation. To learn more, refer to: Defining Which Positions Require a Succession Plan.

What risks do my plans have?

This widget displays a breakdown of specific risks affecting your succession plans. This breakdown helps you identify your risks so you can improve the overall health of your plans. All succession plans with at least one candidate are included in this calculation.

Pipeline Utilization

This widget summarizes how often a position was filled with a candidate from a succession plan. This data can help you monitor the success of your planning efforts to fill positions. This calculation includes all succession plans where the position was filled in the given time period.

How many plans have a candidate ready now?

This widget shows the percentage of succession plans with at least one internal candidate who’s ready to fill the position within the next six months. This calculation helps to identify your organization's immediate readiness to fill positions internally, highlighting a need to prepare candidates. You may also use this data to plan proactively for external recruitment efforts. All succession plans with at least one candidate are included in this calculation.

Workforce in Candidate Pool

This widget calculates the percentage of your total workforce that are candidates on at least one succession plan. This calculation communicates how many current individuals in your organization are being considered for future mobility, helping to identify potential training and hiring needs. All people in your organization are included in this calculation.

Bench Strength

This widget measures the ability to fill positions with an internal candidate who is ready within the next 6 months. Bench strength helps identify the strength of your plans to prioritize planning efforts. The overall bench strength for the organization or a specific grouping (i.e. job family, location) is calculated by averaging the bench strength of each individual succession plan within that grouping. The candidate with the highest level of readiness on a plan determines the bench strength for each individual plan. For example, if there are 3 candidates for the position of CFO and 1 of those candidates has a high readiness, then the bench strength for the CFO position is considered high. All succession plans with at least one candidate are included when calculating bench strength.

If you have a question or have a suggestion for a new widget, please contact our customer success team.

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