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Specialist areas

Talent, performance and succession

Identify critical roles, build successors and move knowledge before it is lost.

Signs your organisation may need this

  • Critical roles have no named successor.

  • High performers leave without warning.

  • Talent decisions are taken informally.

  • A cohort of managers or specialists is close to retirement.

Problems we address

  • Dependence on a few individuals.

  • Successor pools that are not developed.

  • Knowledge that is not written down or transferred.

  • Performance ratings that differ widely between managers.

Scope of work

  • Critical position analysis.

  • Talent review process.

  • Succession models and pools.

  • Knowledge transfer plans.

  • Performance calibration.

How the work runs

  1. Identify

    Define what makes a role critical and list those roles with their risks.

  2. Assess

    Assess candidate successors against the role requirements using agreed evidence.

  3. Plan

    Agree successor pools, development actions and knowledge transfer for each critical role.

  4. Review

    Install a yearly talent review that leaders chair and revisit.

What you receive

  1. A map of critical roles and their risks.

  2. A succession model with successor pools.

  3. Talent review templates and a yearly calendar.

  4. Knowledge transfer plans.

  5. A calibration guide for performance ratings.

What we need from you

  • Leaders who validate critical roles.

  • A chair for talent reviews.

  • Access to performance and potential data.

How progress is judged

  • Share of critical roles with at least one ready successor.

  • Completion of development actions for named successors.

  • Spread of performance ratings between units.

  • Time needed to fill critical vacancies from inside.

Questions leaders ask

Do successors know they are on the list?

That is a decision for each client. We design both open and confidential models and explain the trade-offs.

Can this cover a whole group of companies?

Yes, with a common model applied by each company and a group-level review. The scale of such work is a matter of design, not of principle.

How do you handle knowledge that people do not want to share?

Through role design and recognition. Documentation alone seldom works.

Bring us the problem as you see it

The first meeting is for understanding the problem and deciding whether we can help. Please keep sensitive employee data out of your first message.