Succession Planning Software

Get the best succession planning software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

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TalentGuard Screenshot
TalentGuard
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TalentGuard provides the expertise, insights and AI-driven software every organization needs to uncover and nurture the talent inside their organization. By providing a clear actionable view of your company’s skills, roles, and pathways, your people will…
Client OS
Web
Deployment
Cloud Hosted
PeopleFluent Screenshot
PeopleFluent offers succession planning features to identify and grow your top talent. Guide your teams into the future with succession planning tools to identify high-potential talent and build your bench strength. Make data-driven decisions that…
Client OS
Web
Deployment
Cloud Hosted
ChartHop Screenshot
With ChartHop, you can map out your people’s skills so you have more clarity into what knowledge and expertise is needed for each role. This will streamline your succession planning process from start to finish by visualizing your entire business…
Client OS
Web
Deployment
Cloud Hosted
SAP SuccessFactors Screenshot
SAP SuccessFactors
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SAP SuccessFactors Succession & Development helps identify, develop, and retain your high-performing talent. Engage employees with meaningful career development opportunities, close talent gaps, and nurture leaders—all while providing visibility and…
Client OS
Web
Deployment
Cloud Hosted
eloomi Screenshot
eloomi
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Use eloomi to access the flexibility to define, design and deliver your ideal performance culture. Create your ideal process to aid in succession and talent management planning. Design a guided evaluation process that supports both the manager and…
Client OS
Web
Deployment
Cloud Hosted
Lattice Screenshot
Lattice
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Lattice can assist in identifying and developing future leaders to assume business-critical roles should an employee holding the position leave the company. These contingency plans fill roles quickly and maintain the company’s forward momentum toward…
Price Range
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Starting Price
$9/employee/month
Client OS
Web
Deployment
Cloud Hosted
UltiPro Screenshot
UltiPro
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Create executable succession plans at all levels in order to prepare your organization for a successful future. Gain insight into your current talent and future pipeline with UKG Pro™ Succession (formerly UltiPro® Succession Management), and create…
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Sage HRMS Screenshot
Sage HRMS
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Sage HRMS helps identify the essential qualities of your current management personnel, evaluates your workfore for potential leaders, devises a development strategyu, and puts your plans into motion. Better talent management enables your organization…
Price Range
   $     $     $     $     $   
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Starting Price
$1,600 (perpetual license)
Client OS
Mac, Windows
Deployment
On-Premises
PageUp Screenshot
PageUp provides succession planning by mapping critical roles, reviewing talent bench strength and calibrating via the 9-box tool, and identifying leaders of tomorrow. By understanding people’s abilities, you’ll be able ot create career opportunities…
Client OS
Deployment
On-Premises
Avature Succession Planning Screenshot
Avature Succession Planning empowers you to identify and develop talent today so you can be better prepared for the uncertainties of tomorrow. With Avature Succession Planning, you can overcome the constant flux of global workforce challenges by assessing…
Client OS
Web
Deployment
Cloud Hosted
SilkRoad Performance Screenshot
SilkRoad Performance is a performance management software that allows for early and frequent conversations about goals, expectations and feedback are critical for setting employees up for success. Avoid quick quits and disengagement within your tenured…
Client OS
Web
Deployment
Cloud Hosted
Epicor HCM Screenshot
Epicor HCM
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Talent management tools found in Epicor HCM include Recruitment and Onboarding Tools, Performance Management, Training and Development, and Succession Planning. These advanced tools ensure that you are getting the most out of your workforce, starting…
Price Range
   $     $     $     $     $   
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Client OS
Web, Windows
Deployment
Cloud Hosted
Anaplan Screenshot
Anaplan
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Anaplan helps align your people plans to operational goals to support business results. This is handled via Headcount and Cost Planning, Workforce Capacity Planning, Succession Planning, Compensation and Equity Planning, Workforce Optimization, and…
Client OS
Web
Deployment
Cloud Hosted
Arcoro Screenshot
Arcoro
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When you use the Arcoro Succession Planning module with the Performance Management module, you can identify the core competencies of standout employees. Put them on track to succeed and progress up the ladder of your organization. With reporting…
Price Range
   $     $     $     $     $   
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Starting Price
$4,000/year
Client OS
Web
Deployment
Cloud Hosted
Glint Screenshot
Glint is a people success platform. utilizing talent management, employee engagement, and more, this software allows businesses to make themselves stronger by hiring and maintaining better employees. The Glint People Success Platform provides visibility…
Client OS
Web, iOS, Android
Deployment
Cloud Hosted

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Succession Planning Software Buyer’s Guide

A changeover in management can cause the entire company to dramatically transform. It doesn’t matter if a CEO is stepping down or a long-lasting manager is leaving. Having the right successors in place can assuage fears of unnecessary changes to the corporate structure.

A succession plan is made before an employee announces their plans to retire, resign, or otherwise leave your company. You’ll want a contingency plan in place well before any unexpected resignations or terminations.

What is Succession Planning Software?

Succession planning software identifies and develops new and potential leaders that are fit for leadership roles once the roles become vacant. This is a part of the greater process and strategy for employee and personnel replacement planning or for promotions into positions best suited for them. By creating employee profiles and tracking employee skillsets, aspirations, and experiences, managers can use visual dashboards and personalized development plans to better aid in filling vacant roles.

Succession planning is a part of the overall talent management process–one that helps hiring managers by determining who should be promoted based on competency and how to develop long-term succession plans. This functionality may also be included in larger human resource software packages.

The best succession planning software will craft and execute strategic and long-term succession plans to help employees take the next step in their career based on competencies and skills. The solution will track and analyze employees to discover high-performing individuals who can succeed as company leaders, while keeping track of employee talents and skills and ensure training and development can be encouraged for replacements.

PeopleFluent Dashboard Succession Planning Software
The dashboard of PeopleFluent lets you view goals and performance of your employees.

What Are The Features of Succession Planning Software?

  • Succession Plan Creation: Establish skills, experience, qualifications, personality, and more that is desired out of a potential successor to a newly opened position.
  • Dashboards: Make strategic workforce planning decisions with robust business intelligence and reporting. Analyze gaps and view nuanced data to reveal future leaders.
  • Talent Profile Grid Templates: Cross reference leadership potential with employee performance to determine high/medium/low growth potential against performance that is unacceptable, suitable, or exceeds expectations.
  • Identification of Leadership Talent: Identify high potential managers through talent development input, committees, survey tools, assessed managerial bench strength, diversity requirements, and more.
  • Employee Comparisons: Find, track, and compare employees that may represent a potential successor for a newly opened role.
  • Employee Scores: Assign scores to employees based on their skillset to identify high performers and high-risk employees.
ChartHop Performance Tracking Succession Planning Software
Set scores for employees in ChartHop.

What Are The Benefits of Succession Planning Software?

Succession planning software helps organizations prepare for turnover by identifying and developing employees to fill key roles. Without this tool, your business may be unprepared for future vacancies and turnover–leaving you in a peculiar situation when looking for the right replacement.

Increase Employee Engagement and Reduce Employee Turnover

An organization’s investment in human capital management can help improve employee morale and overall engagement with the company. This is accomplished by helping employees meet their own personal growth goals and achievements that they’ve set for themselves.

A business should not expect to retain employees if they never never have a need for a role an employee is interested in. The most common outcome in that scenario is that the employee will leave to find that role elsewhere. By staying in-tune with your staff’s wants and needs, you can act more as a strategic advisor and provide personal guidance on what skills may be needed out of them for them to take that next step.

Succession planning software can offer educational courses and certifications that your employees can take. These are great ways to both develop employee skills and experience while keeping invested in their futures. Once you’ve identified competency gaps, you can begin grooming employees for their eventual succession. This can be handled in the form of coaching, mentoring, job shadowing, or an increase in responsibilities–all while being completely tracked within your succession planning software.

eloomi Learning Programs Succession Planning Software
eloomi allows you to create learning programs with modules for employees to complete.

Increase The Pool Of Capable Individuals For Management Positions

Corporate succession planning helps create the leaders your business needs, and ultimately increases the availability of individuals who are capable and prepared to assume these newly opened roles in your company. If a senior executive retires or someone in a more senior management position resigns, your business needs to find the best candidate as quickly as possible without an interruption to your operations.

While talent management software can help find a replacement based on who may be the most qualified, a succession planning process created via a succession planning software handles more thought-out processes of building qualified candidates.

  • Ongoing employee performance reviews can be stored within their file with performance scores that assign them a numerical rating.
  • If an employee completes an online training sessions or receives a new qualification from an outside source, their talent matrix profile can be updated to reflect that.
  • Employees can be assigned flight risk scores that can help inform future decisions regarding their future in the company and if they should be prioritized for new roles in the company.
Lattice Performance Review
Lattice allows you to conduct performance reviews complete with goal tracking and feedback.

Visually Compare Employee Work Performance and Potential

Succession planning can have you choosing employees for a position as much as choosing a position for an employee. Doing both allows you to keep your talent in your own pipeline, vs. these skilled employees leaving for greener pastures due to being passed over for increased responsibility.

Talent may reside in an employee who has a vast set of skills (and therefore, qualified for a number of positions). Other times, certain positions can prove to be stepping stones for employees who are looking for or seem fit for more experienced future roles. Any in case, these employees need to be identified as ones comfortable with change, interested in learning new skills, and able to adapt for different environments and leaders.

While succession planning priority will differ from organization to organization, many may consider an order similar to this:

  1. Positions central to strategic goals that have a direct effect on the company’s bottom line
  2. Positions that are unique to your company or highly specialized
  3. Positions of influence (decision-makers)
  4. Positions with ongoing training (specialists)
  5. Positions where main experience is gained in the field
SAP SuccessFactors People Analytics Succession Planning Software
View people analytics in SAP SuccessFactors.
The 9-Box Grid

In the world of human resources, the 9-box grid can help visually display and compare employee work performance and potential. This view acts as a performance map, that lets HR managers identify leaders quickly and effectively.

  • The X-Axis usually compares performance, determined through performance reviews
  • The Y-Axis usually compares potential, determined through a set of pre-established criteria

By plotting employees onto the grid, you can group candidates into predefined talent grids. These boxes can range from “Underperformer” to “Future Leader”. While simple in practice, HR leaders can use this simple method to pinpoint internal leaders, reevaluate talent placement,ignite dialogue and identify performance issues and talent gaps.

The Five-Step Process of Succession Planning

Succession planning software will identify, develop, and help retain capable and skilled employees in line with current and future business objectives. Software will provide the necessary tools to complete the processes, but management will still be expected to move through each step of the way when it comes to the succession planning process.

  1. Identify Key Areas and Positions: Identify positions that, if left vacant, would be detrimental to current and future business goals.
  2. Identify Capabilities Required: Decide what criteria (skills, abilities, and competencies) is important for the new position and lay forth development efforts employees can participate with in order to acquire the necessary skillset. Succession planning systems can help create job role profiles and help match appropriate candidates, or help communicate ways employees can attain the necessary skills.
  3. Determine Candidates of Interest: Compare career plans with employees and identify strengths and weaknesses for those deemed ready to advance and/or those who may be able to have skills developed within a reasonable timeframe.
  4. Create Succession Plan and Training Schedules: Create clear defined strategies for improving employees via training and development. Define what experiences re needed for leadership positions, and link employee’s educational plans to their existing knowledge, skills, and abilities. Provide coaching for employees on how they can hit various criteria to become better suited for a management position.
  5. Evaluate Succession Plan Effectiveness: Ensure that you have plans in place for all key positions and monitor how well new employees may be performing and if certain groups are being represented fairly.