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Succession planning and management guide

Archived information

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Appendix A: sample template for an employee profile

Name: Position (group and level) and title
Retirement eligibility date Projected retirement:
Years in Position Willing to relocate?
  • Yes
  • No
Language profile and expiration dates
  • Reading
  • Writing
  • Oral
Key strengths (knowledge, skills, abilities, experience, etc.)
Performance ratings (if applicable)

Ongoing key commitments

Ongoing key

Ongoing key

Results of Tests and Assessments (if applicable)

Note: This template is intended to assist your succession planning efforts. It is not intended to replace any that your department may already have in place.

  • Career aspirations
  • Learning needs (knowledge, skills, abilities, experience, etc.)
  • Learning plan (activities and timeline)
  • Knowledge transfer plan

Employee's Signature:


Manager's Signature:

Date modified: