5-minute assessment

Is your succession process strengthening your succession pipeline?

Find out how to put your money where it matters by investing in the right successors for all your critical roles.

Unlock the full potential of your people data to develop and retain the next generation of leaders. Take the 5-minute Succession Strategy Assessment to understand exactly what you need to do to deliver your succession strategy.

Martin Sutherland
Martin Sutherland
Founding Partner, Peopletree Group
"Many companies use only a single assessment or perspective to assess succession readiness. To make better decisions about successors, you need to consider multiple factors."

As a business leader, you need fast, accurate answers to make better people decisions. It takes more than just technology to ensure you're investing time, money and effort in the right successors. Help your teams find every possible successor for your critical roles, accurately predict what they need to prepare them, and track their progress in real-time.

Understanding the Succession Strategy Assessment

A roadmap for better succession in 5 minutes.

How confident are you that your succession plans are helping your successors succeed? Are you struggling with knowing where to start? Our succession roadmap cuts through the noise to remove the pain points in your succession process. It only takes a few minutes.

01
Complete the Succession Assessment
Answer a few questions about your organisation's succession data - accessibility, accuracy, and process maturity.
02
Receive your personalised Succession Scorecard
See your overall score, which measures your current succession maturity, strengths, and areas for improvement.
Follow the personalised pathway
Get actionable steps to make immediate improvements to your next succession planning cycle.
Succession Strategy Assessment
9
Readiness factors evaluated
5 min
Average completion time
Free
No cost, instant results

The 9 Succession Readiness Factors

All 9 data points play a role in determining the readiness of a successor for a target position. The assessment evaluates both the accessibility and accuracy of your data for each factor.

1
Performance
Current performance data - accessibility and accuracy
2
Skills & Knowledge
Technical skills required for the target position
3
Experience
Relevant experience for the target role
4
Cognitive Ability
Assessed cognitive capacity for the role demands
5
Interest
Career interest and motivation for the target position
6
Mobility
Willingness and ability to relocate if required
7
Emotional Intelligence
EQ assessment for leadership effectiveness
8
Agility
Learning agility and adaptability to new challenges
9
Institutional Knowledge
Organisational context and relationship capital

Our platform integrates all 9 data points into a single, accessible data repository - giving you fast, accurate answers to succession questions.

Are you ready to build your succession roadmap?

The assessment takes 5 minutes. You'll receive a personalised scorecard and a downloadable strategy report immediately.

Free - no account required - results delivered instantly

Succession Strategy Report

Your personalised Succession Strategy Report

After completing the assessment, you receive a detailed report that evaluates your succession process effectiveness, identifies data gaps, and provides a clear roadmap for building a sustainable succession ecosystem.

Evaluate the Effectiveness of Your Succession Process
Review your own scores to understand strengths and areas for growth in process and data.
Define a Roadmap for Succession Effectiveness
Design a plan to improve your succession processes and practices.
Build a Sustainable Succession Ecosystem
Identify steps and actions to improve your next succession planning cycle immediately.
Get Your Report
Succession Strategy Report
Peopletree Group 2024
Speed and Accuracy Analysis
9-Factor Data Gap Assessment
Succession Data Quadrant Map
Roadmap to Effectiveness
Sustainable Ecosystem Framework
Immediate Action Plan
Report delivered after assessment completion

Why Speed and Accuracy Matter

Strategic HR needs to answer the question "Who are our future leaders?" quickly and accurately. Both dimensions are critical.

Speed

If HR can't provide a speedy response, business leaders turn to someone else. By being able to provide an answer quickly, HR establishes itself as a reliable business partner.

Slow response = HR loses credibility as a strategic partner

Accuracy

If HR provides the wrong answer, business leaders will fall back on their own opinion-based judgement. By providing accurate answers HR demonstrates its value as a trusted and competent expert.

Inaccurate data = decisions revert to opinion and politics

The assessment measures both dimensions across all 9 data points.

Powered by DataWiz analytics and DataHub data management.

Work with Us

We don't sell products. Our approach is to work with you to build a sustainable succession management solution - combining technology, data management, analytics, HR, and change management expertise.

Interactive Trial Experience
A full-feature, guided process to see our solution with your data. Select a limited number of roles and successors.
Strategic Insights
Detailed bench report and readiness analytics available to you in a presentation-ready format for internal review.
Assess your Strategy
Share the report and discuss your experience with your colleagues to ensure our solution complements your needs and priorities.
Transition to Transformation
Connect with our team to scope and plan a broader project based on your needs and priorities.

How we do things differently

Work with any HRIS to collect and analyse data from multiple sources in one secure data repository
Find data gaps and collect additional data for a complete, unbiased approach to succession
Provide research-based analytics to calculate successor readiness in specific timeframes
Ensure every possible successor is identified for critical roles using objective succession identification
Train HR and managers on successor assessment methodology for robust, constructive conversations
Provide detailed successor development, retention, and transition plans
Deliver real-time visualisation of the succession bench and risk exposure
Integrate with your existing technology stack - no rip-and-replace required

Ready to build a sustainable succession ecosystem?

Start with the free 5-minute assessment, or book a Succession Strategy Session directly with our team.

Take the Free Assessment