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Management Succession Checklist

*Name:
*Email:

   * These fields are optional, unless follow-up is requested. 
 
Would you like an Investaflex Representative to follow-up and discuss your answers with you?

Yes
No
1.  We have an explicit "Management Succession Plan".
Yes
No
Unsure
2.  Future successor(s) of the company are mentored and guided in preparation.
Yes
No
Unsure
Yes
No
Unsure
3.  Future successor(s) of the company have been identified and told of their future position.
Yes
No
Unsure
4.  I am willing to invest time / money into mentoring this individual(s).
Yes
No
Unsure
5.  There is a clear process of delegation in our company.
Yes
No
Unsure
6.  I believe it will be easy to hand over my business onto my replacement.
Yes
No
Unsure
7.  I have liased with my company's senior employees to help ensure my management succession plan is successful.
Yes
No
Unsure
8.  If I am not around, there is a specific person who is able to run the business.
Yes
No
Unsure
9.  I consider myself a good coach and leader to my team.
Yes
No
Unsure
10.  I think my leadership skills could be improved upon.

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Tel: 604.331.2520  |   Toll Free: 1.888.496.3539   |   info@investaflex.com

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