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Succession Management Matrix
                                                                     Potential
Performance




                                     High                                  Medium                                    Low

                       Star Performer                         Strong Performer                        Solid Performer
              High




                          •   Completes all important            •    Completes all important            •   Completes all important
                              items                                   items                                  items
                          •   Acts at capability level at        •    May act at capability level        •   Fully understands position
                              least one higher than current           one higher than current role
                                                                                                         •   Is seen as knowledgeable in
                              role
                                                                 •    Exhibits many leadership and           his/her area of expertise
                          •   Acknowledged as a skilled               organizational competencies
                                                                                                         •   Has reached potential
                              leader and role model                   beyond current responsibility
                                                                                                         •   Poor leadership qualities
                          •   Has company influence              •    Some leadership issues
                              beyond current role.                                                       •   ACTION: Continue
                                                                 •    ACTION: Look for leadership
                                                                                                             developing skills
                          •   ACTION: Give preparatory                opportunities
                              “stretch” assignments
              mMediu




                       Strong Performer                       Solid Performer                         Questionable Performer
                          •   Completes important items          •    Completes important items          •   Completes important items
                              most of the time                        most of the time                       most of the time
                          •   Acknowledged as a leader           •    Shows signs of being a leader      •   Very proficient in position
                              Exemplifies leadership and
                                                                 •    At times, exhibits many            •   Is not seen as a leader in his/
                              organizational competencies
                                                                      competencies beyond                    her area of expertise
                          •   Acts at a level of capability           current role responsibility
                                                                                                         •   ACTION: Improve
                              one higher than current role
                                                                 •    May be new in position                 performance, consider a
                          •   ACTION: Improve current                                                        lateral move
                                                                 •    ACTION: Leave in current
                              performance, then develop
                                                                      job, improve and develop
              Low




                       Solid Performer                        Questionable Performer                  Low Performer
                          •   Isn’t getting most of the          •    Isn’t getting most of the          •   Isn’t getting most of the
                              important items done                    important items done                   important items done
                          •   Has been acknowledged as a         •    Capable of making higher           •   Difficulty performing
                              team player and role model              contribution                           satisfactorily in his/her
                                                                                                             current position
                          •   May be in wrong job or             •    May be in wrong job or
                              having non-work distraction             having non-work distraction        •   ACTION: Consider
                                                                                                             reassignment, demotion, or
                          •   ACTION: Address                    •    ACTION: Improve
                                                                                                             exit option
                              performance issues                      performance
This table was adapted from work done at Pan Canadian Petroleum and is a helpful
     management tool. Understand each cell in the matrix to identify leadership potential.


     Plot your current staff into one of the sections, and help them improve their ranking.


                                                Potential

                                 High                 Medium                            Low

                       Star Performer      Strong Performer                Solid Performer
              High




                       1.                  1.                              1.
                       2.                  2.                              2.
                       3.                  3.                              3.
              Medium




                       Strong Performer    Solid Performer                 Questionable Performer
Performance




                       1.                  1.                              1.
                       2.                  2.                              2.
                       3.                  3.                              3.
              Low




                       Solid Performer     Questionable Performer          Low Performer
                       1.                  1.                              1.
                       2.                  2.                              2.
                       3.                  3.                              3.

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Succession Management Matrix

  • 1. Succession Management Matrix Potential Performance High Medium Low Star Performer Strong Performer Solid Performer High • Completes all important • Completes all important • Completes all important items items items • Acts at capability level at • May act at capability level • Fully understands position least one higher than current one higher than current role • Is seen as knowledgeable in role • Exhibits many leadership and his/her area of expertise • Acknowledged as a skilled organizational competencies • Has reached potential leader and role model beyond current responsibility • Poor leadership qualities • Has company influence • Some leadership issues beyond current role. • ACTION: Continue • ACTION: Look for leadership developing skills • ACTION: Give preparatory opportunities “stretch” assignments mMediu Strong Performer Solid Performer Questionable Performer • Completes important items • Completes important items • Completes important items most of the time most of the time most of the time • Acknowledged as a leader • Shows signs of being a leader • Very proficient in position Exemplifies leadership and • At times, exhibits many • Is not seen as a leader in his/ organizational competencies competencies beyond her area of expertise • Acts at a level of capability current role responsibility • ACTION: Improve one higher than current role • May be new in position performance, consider a • ACTION: Improve current lateral move • ACTION: Leave in current performance, then develop job, improve and develop Low Solid Performer Questionable Performer Low Performer • Isn’t getting most of the • Isn’t getting most of the • Isn’t getting most of the important items done important items done important items done • Has been acknowledged as a • Capable of making higher • Difficulty performing team player and role model contribution satisfactorily in his/her current position • May be in wrong job or • May be in wrong job or having non-work distraction having non-work distraction • ACTION: Consider reassignment, demotion, or • ACTION: Address • ACTION: Improve exit option performance issues performance
  • 2. This table was adapted from work done at Pan Canadian Petroleum and is a helpful management tool. Understand each cell in the matrix to identify leadership potential. Plot your current staff into one of the sections, and help them improve their ranking. Potential High Medium Low Star Performer Strong Performer Solid Performer High 1. 1. 1. 2. 2. 2. 3. 3. 3. Medium Strong Performer Solid Performer Questionable Performer Performance 1. 1. 1. 2. 2. 2. 3. 3. 3. Low Solid Performer Questionable Performer Low Performer 1. 1. 1. 2. 2. 2. 3. 3. 3.