The term “succession” contains the word
“success.” In that sense, succession planning may be explained as a
strategy for the organization to succeed. To some degree, succession
planning has been occurring in organizations for many years. People have
been groomed to take over positions through mentoring and even
job-shadowing processes, but most organizations have failed to put in
place a formalized structure for recognizing this tradition.
Succession planning is a process for ensuring
that the vitality of an organization continues by developing potential
successors for the positions identified as critical to operations. (The
overall process of succession planning is outlined in Figure 9.3.) With the fluidity of positions and people in
organizations, however, it is important to understand that such
planning must be reviewed and revised frequently. A critical step in the
succession planning model is to forecast demand and skills gaps for key
positions (Blouin et al. 2006). What is critical today is no indication
of what will be critical in the future, as evidenced by the rapid
changes in technology and other medical advances.
In many organizations, the succession
planning process is done only for the top executive position. That line
of thinking comes with the philosophy that only “high potential”
individuals will benefit from the leadership development that is offered
to support the succession planning program (Pintar, Capuano, and Rosser
2007). This mind-set is dysfunctional. Imagine an
organization facing a huge wave of employees who are near retirement.
No one is in line to fill the positions that these future retirees will
leave vacant, because the organization’s succession planning is designed
exclusively for the top executives. That scenario will cripple the
organization. Moreover, it is important to recognize the value of
exposing every employee, not just the “high potentials,” to the training
and workshops targeted to support the development of those who were
identified as successors. It is good practice to keep a list of
candidates who are eligible to fill a critical position that someone
will vacate or already left either through retirement or other means of
attrition. Doing so ensures workplace sustainability and signifies the
presence of effective leadership. The candidate list may include the
names of potential successors; information related to their professional
preparation, including the number of years it would take for them to be
position-ready; and the competencies necessary for the position. This
list can be as simple or as sophisticated as the organization requires.
Succession planning is a vehicle for social
responsibility. It can be used by an organization to give an opportunity
to or advance underrepresented or protected groups (Workforce Management
2005). Healthcare still lags behind other industries in terms of
growing leaders within the organization—a practice that was almost
nonexistent in healthcare in the past. According to a study by the
American College of Healthcare Executives, the “overall promotion rate
for managerial positions hovers around 64 percent,” while only 21
percent of the more than 722 healthcare institutions surveyed routinely
practiced succession planning (Wilson 2005a). Health First, located in
Brevard County, Florida, addressed its succession planning needs in
2007. The organization initiated a formal mentoring process, pairing up
senior executives with junior managers and directors from across the
organization. To make the mentoring relationships more comfortable for
participants, each person comes from different business units, avoiding
the conflict that can arise with direct-report relationships and
allowing participants to freely express themselves (DeMarco 2007).
Similarly, Martin Memorial Health Systems in Stuart, Florida, made a
commitment to grow its leadership from within the organization. Martin
Memorial instituted a leadership development program that uses career
mapping (Wilson 2005b).
In the future, the bench strength of an organization will continue to play an important part in organizational vitality