Successor Details

Successor Name

Current Role

Target Role

Plan Start Date

Skills Gap Assessment

Rate current proficiency (1-5) for each CEO competency.

Q1: Foundation (Months 1-3)

Shadow the CEO. Understand every aspect of the business.

Shadow CEO in all key meetings for 4 weeks

Review all financial reports and understand P&L drivers

Meet every key client individually

Understand all vendor and partner relationships

Complete leadership assessment with executive coach

Create personal development plan based on gaps

Q1 Notes

Q2: Expansion (Months 4-6)

Take ownership of specific functions. Begin making decisions.

Lead one major client relationship independently

Own monthly financial review and reporting

Make hiring decision for at least one role

Present quarterly strategy to leadership team

Handle a difficult conversation or conflict resolution

Attend industry event as company representative

Q2 Notes

Q3: Leadership (Months 7-9)

Lead cross-functional initiatives. Build external profile.

Lead a cross-functional project from start to finish

Manage company budget for one quarter

Develop and present a new business initiative

Build relationships with board/advisory members

Handle a crisis or significant business challenge

Publish thought leadership content externally

Q3 Notes

Q4: Transition (Months 10-12)

Operate as CEO with support. Prepare for full handover.

Run the business day-to-day for 2 weeks while CEO is away

Set annual budget and strategic priorities

Lead all-hands meeting and communicate vision

Negotiate or renegotiate a major contract

Conduct annual performance reviews for direct reports

Create 3-year strategic plan for post-transition

Q4 Notes

Overall Progress

0 of 24 milestones completed (0%)

Leadership Development Plan

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