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:
Key positions analysis

SUCCESSION PLANNING & MANAGEMENT

Step 3 Template - Identify interested employees and assess them against capabilities- Key positions analysis

The following template will help you analyze your key positions.

 
STEP 3: KEY POSITIONS ANALYSIS 	
Business Lines	*Key Positions 	Position Name & Number	OL Profile of Position (e.g. BBB)	*Anticipated Vacancy 
(reason & date)	Skills Needed & Level of Complexity 
(Difficult, Average, Easy)	Position Hard to Fill 	Availability of Replacement 	Degree of Readiness
%	*Degree of Urgency
(Short Term, Medium Term, Long term)	Risk Assessment if Position not Filled
 (High, Medium, Low)	Comments	
						Y	N	Y	N					

 	 		 		 		 		 		 	 		 	 	

 	 	 	 	 	 	 	 	 	 	 	 	 	 	 	 	
Legend:
*Definitions of Key Positions: 
- Strategic: Positions that are of significance in making strategic and operational decisions that affect your organization's success.  
- Critical: Positions that, if left vacant, would prevent critical activities from taking place, and therefore operations would suffer.                                                                       
- Specialized Leadership: Positions that require a specialty or expertise.    
- Essential: Positions that are necessary for the employer to provide essential services, or that have duties related to the provision of essential services.  
- Designated: Positions that, under the Public Service Labour Relations Act, have duties that are necessary in the interests of the safety or security of the public.  
- Excluded: Positions that are excluded due to their managerial or confidential capacity, and therefore the incumbent employees are not members of a bargaining unit.
*Anticipated Vacancy (reason): Retirement, Maternity Leave, Educational Leave, Leave without Pay
*Degree of Urgency: Short Term = one year; Medium Term = two to three years; Long Term = five years