TEMPLATE INFORMATION

Templates have been developed for each step of the planning process to help you develop your human resources plan. You can use these templates in whole or in part to supplement your organization’s existing planning processes. The templates are intended to assist your human resources planning efforts. They are not intended to replace any that your organization may already have in place.

STEP 3 TEMPLATES - IDENTIFY INTERESTED EMPLOYEES AND ASSESS THEM AGAINST CAPABILITIES

Templates:
Employees profiles

SUCCESSION PLANNING & MANAGEMENT

Step 3 Template - Identify interested employees and assess them against capabilities - Employee profile

The following template will help you prepare the profiles of your employees

STEP 3: EMPLOYEES PROFILES	
Name	 Title	Retirement Eligibility Date	Projected Retirement	
 	 	 	 	
Position (Group and Level) 	Years in position	Willing to relocate?
 	Language Profile and Expiration Dates	
 	 	Yes   o	No    o	     /      /         Reading                 Writing                 Oral   ______              	
Key Strengths (knowledge, skills, abilities, experience, etc.)	
 	
Performance Ratings (if applicable) 	Previous year	Current year	Proposed	
Ongoing	 	 	 	
Key Commitments	 	 	 	
Results of Tests and Assessments (if applicable)	Career Aspirations	
 	 	
Learning Needs (knowledge, skills, abilities, experience, etc.)	
 	
Learning Plan (activities and timelines)	
 	
Knowledge Transfer Plan	
 	
Employee’s Signature	 	 	Date___________		
						
Manager’s Signature 	 	 	Date___________		
						
Note: If you develop your own templates, ensure that templates for learning plans make the link between		
performance appraisals and developmental activities for current and future areas and positions.