Build an IT Succession Plan

Future-proof your IT leadership team.

The Situation

Pending retirements in key roles create workforce risks and potentially impact business continuity.
Fifty-six percent of organizations have not engaged in succession planning, so they haven’t identified at-risk key roles or successors for those roles.

Build an IT Succession Plan visualization

Info-Tech's Key Roles Succession Planning Tool will help you assess key role incumbent risk factors as well as identify potential successors and their readiness. Pay particular attention to those employees in key roles that are nearing retirement, and flag them as high risk.
Plan for the transfer of critical knowledge held by key role incumbents. Managers and HR leaders see significant tacit knowledge gaps in younger workers; prioritize tacit knowledge in your transfer plan and leverage multiple transfer methods.
Explore alternative work arrangements to ensure sufficient time to prepare successors. A key role incumbent must be available to complete knowledge transfer.
Define formal transition plans for all employees in at-risk key roles and their successors by leveraging your workforce and succession planning outputs, knowledge transfer strategy, and selected alternative work arrangements.

Blueprint Contents

Build an IT Succession Plan Storyboard
Critical Role Identifier
Key Roles Succession Planning Tool
Role Profile Template
Individual Talent Profile Template
Role Transition Plan Template

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

9.7/10

Overall Impact

$28,081

Average $ Saved

Average Days Saved

Member Testimonials
Client	Great Lakes Water Authority
Experience	Guided Implementation
Impact	10/10
$ Saved	$68,999
Days Saved	20
Testimonial	It has been a pleasure to work with Nick. The tools are very good and Nick was able to help us customize the templates to conform with our needs. ... It has been a pleasure to work with Nick. The tools are very good and Nick was able to help us customize the templates to conform with our needs. The main problem we have is getting internal resources to focus on this effort because it is a longer term priority. If we had to develop a methodology from scratch, we would have given up by now.

Member Testimonials
Client	Kyocera SGS Precision Tools
Experience	Guided Implementation
Impact	10/10
$ Saved	$1,379
Days Saved	2
Testimonial

Member Testimonials
Client	Joliet Public School District 86
Experience	Guided Implementation
Impact	10/10
$ Saved	N/A
Days Saved	N/A
Testimonial	This was a very valuable exercise that helped me to think through various aspects of my position and how to transition my responsibilities to my su... This was a very valuable exercise that helped me to think through various aspects of my position and how to transition my responsibilities to my successor.

Member Testimonials
Client	Erie 1 Board of Co-op Education Services
Experience	Guided Implementation
Impact	9/10
$ Saved	$13,799
Days Saved	5
Testimonial

Member Testimonials
Client	City of San Francisco, CA - San Francisco Public Utilities Commission
Experience	Guided Implementation
Impact	10/10
$ Saved	$115K
Days Saved	50
Testimonial	Nick is great. He has helped my team understand the importance of succession planning Nick is great. He has helped my team understand the importance of succession planning

Member Testimonials
Client	Chickasaw Nation Industries
Experience	Guided Implementation
Impact	10/10
$ Saved	$13,600
Days Saved	10
Testimonial	Amanda's experience and manner in which she engages is fantastic. Extremely professional and has many tools in her quiver to suggest depending upo... Amanda's experience and manner in which she engages is fantastic. Extremely professional and has many tools in her quiver to suggest depending upon our needs. We may need to better articulate to the team the overall process as I've heard that there may be unclear understanding about how all of the InfoTech interactions and tools are culminating.

Member Testimonials
Client	Bob Barker Company, Inc.
Experience	Guided Implementation
Impact	10/10
$ Saved	$13,600
Days Saved	5
Testimonial	The best part of my experience was that Nick provided excellent guidance and next steps for my succession plan. There were no worst parts of my exp... The best part of my experience was that Nick provided excellent guidance and next steps for my succession plan. There were no worst parts of my experience.

Member Testimonials
Client	The Corporation of the City of Kingston
Experience	Guided Implementation
Impact	10/10
$ Saved	$10,000
Days Saved	5
Testimonial

Member Testimonials
Client	Fernco Inc
Experience	Guided Implementation
Impact	9/10
$ Saved	$34,250
Days Saved	20
Testimonial	Worst: Learning how low on the maturity scale are our internal formal succession and development planning processes are as comparted to Info Tech ... Worst: Learning how low on the maturity scale are our internal formal succession and development planning processes are as comparted to Info Tech Blueprints. Best: The Info Tech Blueprints give insight on ways to adopt a more formalized succession and development planning process given the available HR resource constraints.

Member Testimonials
Client	Walla Walla University
Experience	Guided Implementation
Impact	9/10
$ Saved	$2,740
Days Saved	2
Testimonial

Member Testimonials
Client	Minnkota Power
Experience	Guided Implementation
Impact	10/10
$ Saved	$6,850
Days Saved	3
Testimonial

Member Testimonials
Client	State of New Mexico - New Mexico Department of Public Safety
Experience	Guided Implementation
Impact	10/10
$ Saved	$1.3M
Days Saved	2
Testimonial	My departure out of my agency is going to be a difficult transition for the acting bureau chief and the person selected for my position. The time w... My departure out of my agency is going to be a difficult transition for the acting bureau chief and the person selected for my position. The time with Nick ensured that there was a succession plan in place that allowed some transferrable knowledge and viable information. This could have potentially saved my agency a lot of additional man hours for others to have to build up that knowledge base.

Member Testimonials
Client	Chief Industries, Inc.
Experience	Guided Implementation
Impact	8/10
$ Saved	N/A
Days Saved	N/A
Testimonial

Member Testimonials
Client	Derivco
Experience	Guided Implementation
Impact	10/10
$ Saved	$31,499
Days Saved	50
Testimonial

Member Testimonials
Client	Vancouver Police Department
Experience	Guided Implementation
Impact	9/10
$ Saved	$10,000
Days Saved	10
Testimonial

Member Testimonials
Client	Seaboard Overseas and Trading Group
Experience	Guided Implementation
Impact	8/10
$ Saved	$12,399
Days Saved	4
Testimonial	Good overall guidance on approaching the topic. Presenter was very knowledgeable. Good overall guidance on approaching the topic. Presenter was very knowledgeable.

Member Testimonials
Client	City Of Bakersfield
Experience	Guided Implementation
Impact	10/10
$ Saved	$31,960
Days Saved	10
Testimonial

Member Testimonials
Client	Experience	Impact	$ Saved	Days Saved	Testimonial
Great Lakes Water Authority	Guided Implementation	10/10	$68,999	20	It has been a pleasure to work with Nick. The tools are very good and Nick was able to help us customize the templates to conform with our needs. ... It has been a pleasure to work with Nick. The tools are very good and Nick was able to help us customize the templates to conform with our needs. The main problem we have is getting internal resources to focus on this effort because it is a longer term priority. If we had to develop a methodology from scratch, we would have given up by now.
Kyocera SGS Precision Tools	Guided Implementation	10/10	$1,379	2
Joliet Public School District 86	Guided Implementation	10/10	N/A	N/A	This was a very valuable exercise that helped me to think through various aspects of my position and how to transition my responsibilities to my su... This was a very valuable exercise that helped me to think through various aspects of my position and how to transition my responsibilities to my successor.
Erie 1 Board of Co-op Education Services	Guided Implementation	9/10	$13,799	5
City of San Francisco, CA - San Francisco Public Utilities Commission	Guided Implementation	10/10	$115K	50	Nick is great. He has helped my team understand the importance of succession planning Nick is great. He has helped my team understand the importance of succession planning
Chickasaw Nation Industries	Guided Implementation	10/10	$13,600	10	Amanda's experience and manner in which she engages is fantastic. Extremely professional and has many tools in her quiver to suggest depending upo... Amanda's experience and manner in which she engages is fantastic. Extremely professional and has many tools in her quiver to suggest depending upon our needs. We may need to better articulate to the team the overall process as I've heard that there may be unclear understanding about how all of the InfoTech interactions and tools are culminating.
Bob Barker Company, Inc.	Guided Implementation	10/10	$13,600	5	The best part of my experience was that Nick provided excellent guidance and next steps for my succession plan. There were no worst parts of my exp... The best part of my experience was that Nick provided excellent guidance and next steps for my succession plan. There were no worst parts of my experience.
The Corporation of the City of Kingston	Guided Implementation	10/10	$10,000	5
Fernco Inc	Guided Implementation	9/10	$34,250	20	Worst: Learning how low on the maturity scale are our internal formal succession and development planning processes are as comparted to Info Tech ... Worst: Learning how low on the maturity scale are our internal formal succession and development planning processes are as comparted to Info Tech Blueprints. Best: The Info Tech Blueprints give insight on ways to adopt a more formalized succession and development planning process given the available HR resource constraints.
Walla Walla University	Guided Implementation	9/10	$2,740	2
Minnkota Power	Guided Implementation	10/10	$6,850	3
State of New Mexico - New Mexico Department of Public Safety	Guided Implementation	10/10	$1.3M	2	My departure out of my agency is going to be a difficult transition for the acting bureau chief and the person selected for my position. The time w... My departure out of my agency is going to be a difficult transition for the acting bureau chief and the person selected for my position. The time with Nick ensured that there was a succession plan in place that allowed some transferrable knowledge and viable information. This could have potentially saved my agency a lot of additional man hours for others to have to build up that knowledge base.
Chief Industries, Inc.	Guided Implementation	8/10	N/A	N/A
Derivco	Guided Implementation	10/10	$31,499	50
Vancouver Police Department	Guided Implementation	9/10	$10,000	10
Seaboard Overseas and Trading Group	Guided Implementation	8/10	$12,399	4	Good overall guidance on approaching the topic. Presenter was very knowledgeable. Good overall guidance on approaching the topic. Presenter was very knowledgeable.
City Of Bakersfield	Guided Implementation	10/10	$31,960	10

ITRG Provides Proven Results for IT Leaders

30,000+

ITRG members spanning the Global 2000

$400M+

Cut from IT costs with our pricing intelligence and advisory support

+8%

Increase in stakeholder satisfaction where IT leaders used Info-Tech services

9.5/10

Member-related value across +50,000 analyst calls, workshops and projects

About Info-Tech Research Group

Info-Tech Research Group is the world's fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

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