Succession Planning Checklist
This checklist standardizes succession planning checklist to improve governance, operational consistency, and risk control across corporate environments.
- Industry: Corporate & Office Operations
- Frequency: Annual
- Estimated Time: 30-45 minutes
- Role: Facilities Manager
- Total Items: 43
- Compliance: General corporate best practices
Planning & Preparation
Confirm scope, resources, and prerequisites.
- Procedure followed as documented?
- Any issues identified?
- Corrective action assigned?
- Notes
- Evidence / Attachment
Execution & Controls
Verify steps are completed per policy.
- Procedure followed as documented?
- Any issues identified?
- Corrective action assigned?
- Notes
- Evidence / Attachment
Safety & Security
Verify safety, security, and data protection controls.
- Procedure followed as documented?
- Any issues identified?
- Corrective action assigned?
- Notes
- Evidence / Attachment
Quality & Accuracy
Verify accuracy, completeness, and approvals.
- Procedure followed as documented?
- Any issues identified?
- Corrective action assigned?
- Notes
- Evidence / Attachment
Documentation & Records
Verify records are complete and retained.
- Procedure followed as documented?
- Any issues identified?
- Corrective action assigned?
- Notes
- Evidence / Attachment
Issues & Corrective Actions
Document issues and assign actions.
- Procedure followed as documented?
- Any issues identified?
- Corrective action assigned?
- Notes
- Evidence / Attachment
Management Review
Confirm oversight and approvals.
- Procedure followed as documented?
- Any issues identified?
- Corrective action assigned?
- Notes
- Evidence / Attachment
Continuous Improvement
Identify improvements and lessons learned.
- Procedure followed as documented?
- Any issues identified?
- Corrective action assigned?
- Notes
- Evidence / Attachment
Sign-Off
Confirm completion and accountability.
- Review completed?
- Overall risk level
- Manager Signature
Related Corporate Operations Checklists
- Employee Engagement Checklist
- Disciplinary Actions Checklist
- Policy Acknowledgement Checklist
- HR Records Management Checklist
- Enterprise Risk Register Checklist
- Internal Controls Checklist
- Policy Management Checklist
- Board Meeting Governance Checklist
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Why Use This Succession Planning Checklist?
This succession planning checklist helps corporate & office operations teams maintain compliance and operational excellence. Designed for facilities manager professionals, this checklist covers 43 critical inspection points across 9 sections. Recommended frequency: annual.
Ensures compliance with General corporate best practices. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Succession Planning Checklist cover?
This checklist covers 43 inspection items across 9 sections: Planning & Preparation, Execution & Controls, Safety & Security, Quality & Accuracy, Documentation & Records, Issues & Corrective Actions, Management Review, Continuous Improvement, Sign-Off. It is designed for corporate & office operations operations and compliance.
How often should this checklist be completed?
This checklist should be completed annual. Each completion takes approximately 30-45 minutes.
Who should use this Succession Planning Checklist?
This checklist is designed for Facilities Manager professionals in the corporate & office operations industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.