10. To understand risk, you
must first understand how
likely it is that the risk will
manifest
11. ACTIVITY ONE
As a management team,
brainstorm what factors
correlate to likelihood
12. Career Fit.
Is the person in a role
that is suited for
them
Personal Happiness.
Is the person happy
in their role?
Personal Happiness.
Is the person happy
at home?
Compensation
Is the person satisfied
with their comp? Success
Is the person having
success? Are they
feeling recognized?
Brainstorm ideas: Likelihood
14. To understand risk, you
must also understand how
great the impact will be if
the risk manifests
15. ACTIVITY TWO
As a management team,
brainstorm what factors
correlate to impact
16. Relationships
Does this person have
a unique, needed
network?
Subject Matter
Does this person have
unique, needed skills
Customer Impact.
Does the person have
a key role with a key
customer?
Contagion
Will this person
leading cause others
to leave?
Success
Is the person having
success? Are they
feeling recognized?
Brainstorm ideas: Impact
17. STEP THREE
RATE OUR TEAM MEMBERS
AGAINST LIKELIHOOD AND
IMPACT TO DERMINE WHO
ARE KEY PEOPLE
18. ACTIVITY 3: Rate your team
members: 1-3 are low risk, 4-6 are
medium risk, and 7-9 are high risk
19. ACTIVITY FOUR
Next, use the Key Person
grid to plot the results
visually. This will help you
see who is a key person and
needs a succession plan
23. Multiple successors
to choose from
Readiness of
successor
Successors have
Development Plan Successors have
Mentorship
Brainstorm ideas: Plan
Quality
30. ACTIVITY EIGHT
As a management team,
figure out how to turn all
Key-Person plans to green
31. SHARE THIS DECK
& FOLLOW ME(please-oh-please-oh-please-oh-please)
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Please note that all content & opinions
expressed in this deck are my own and
don’t necessarily represent the position of
my current, or any previous, employers