HomeNeutral EvaluationUse casesStrategy & board decisions
TN/USE/04
Edition 2027 · effective 1 January 2027
Strategy & board decisions · Leadership succession readiness
Succession is decided by people who know the candidates too well.
An independent view on readiness of candidates and of the organisation, so the decision is seen to be fair inside and outside the family or the board.
§ 01The evaluation question
What the evaluator is asked.
“Are the candidates and the organisation ready for this succession, and on what evidence?”
(The question)
Commissioned by. Board, family council, nominations committee
When. Twelve to twenty-four months before transition
Usual protocol. B · Single-commissioner decision review
§ 02What is examined
The evidence, and the output.
The evidence
Material reviewed, and what was not available, is always stated.
- Role requirements now and in five years
- Evidence of each candidate’s record
- Gaps and development needs
- Organisational readiness
A readiness evaluation with gaps and timeline
A reasoned view. The decision stays with you.
- It will not: choosing the successor
- It will not: psychometric profiling without consent
§ 03Depth and time
Usually: Evaluation Panel.
Two or three evaluators from different disciplines. Typical time: Four to six weeks.
§ 04Your version
Every case is different. Frame yours.
§ 05Related