Free Download — DOCX
Succession Heatmap User Guide
The Succession Heatmap is most effective when completed as a structured group session. This guide walks you through each step, who to involve, and how to turn the outputs into a practical action plan.
Download the Guide (DOCX)What this guide covers
- How to run a 60-minute succession planning session in five structured steps
- Who to involve — HR lead, engineering lead, and recruitment partner
- How to interpret priority ratings and identify your highest-risk roles
- How to map successors honestly without turning the session into a performance review
- How to capture actionable next steps with owners and deadlines
Who it is for
- HR leads facilitating workforce planning sessions who want a proven structure to follow
- Engineering and operations managers who want to run the session themselves without HR support
- Anyone using the Critical Role Succession Heatmap for the first time
Download the Guide (DOCX)
You will also need the heatmap itself. Download the Succession Heatmap (XLSX)