The Key to Succession Planning – Understand and Develop Your Team

11
Jul 2022
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A black and white drawing of a group of people and a light bulb.

Author:  John Russell - Industrial/Organizational Psychologist with Psychometrics Canada

In a 2019 survey of Canadian organizations, the Conference Board of Canada found that workforce planning and succession management are two of the most-important HR priorities. 1 And with the amount of change we’ve experienced in the past few years, I’d argue that has not changed.

Workforce management involves forecasting current and future workforce needs, identifying and addressing skills gaps, and aligning human capital with the overall strategic goals of the organization. In a talent-based economy, the organizations that are able to strategically address their required job roles and their current and future people-needs, the more likely they are to thrive.

An important part of effective workforce management is succession planning, which includes determining an organization’s critical roles, and identifying and developing the needed talent to ensure that the organization has the capacity to thrive into the future. Two critical pieces of a successful succession planning process are: identifying high potentials, and developing their talents. 2

Identifying High Potentials

In psychology, we usually say that the best predictor of future behaviour is past behaviour. However, when looking to measure future leadership potential, we need more data than just current performance metrics, and from a variety of sources. This is because the current activities of employees are often quite different than what leadership requires. Performance appraisals can play a part; however, the trend is moving away from formal annual reviews to more frequent, informal conversations with managers about performance, progress, and expectations.

Psychometric instruments such as personality assessments, cognitive ability tests, and situational judgment tasks are powerful tools that can provide fair and objective information related to current skills and abilities, future potential, and can also help to identify performance gaps that need to be addressed.

We find that many organizations tend to identify high potentials only when a leadership role is needed to be filled, but this can lead to rushed, less effective decision making. Research shows that larger organizations often hire new leaders externally instead of looking at internal resources, assuming outside success can translate to further successes; however, it was found that CEOs generate 70% better performance in their first roles. 2

Developing High Potentials’ Talents

Just as important as identifying people with the potential to move into leadership positions, opportunities for developing talent are needed in order to allow leadership skills to be mastered. Since leadership development is a complex process, the focus on cultivating broad leadership competencies is generally preferable to just focusing on specific job preparation. Byron Hanson’s Leadership Development Interface offers a whole-system framework for understanding the interconnected nature of leadership growth. Self-reflection, practice, learning, and feedback must be aligned and supported so that leaders and organizations can be engaged and planful in developing future leaders. 2

A great place to start is by providing coaching and feedback on the psychometric assessment data gathered in the identification phase. We increase our self-awareness by recognizing and reflecting on our behaviours and skills and the impact they have on our work and our relationships at work.

Along these lines is providing coaching and mentorship opportunities with admired leaders. Having senior leaders take an interest in high potential talent can allow them to build self-confidence, be counselled in problem solving and getting things done, and offered guidance around understanding leadership derailers.

360 feedback evaluations are another measurement instrument that provide employees with performance feedback from multiple perspectives, with the goal of increasing employees’ self-awareness by identifying potential strengths and blind spots they may have.

Job rotations and stretch assignments can allow employees to try new things, develop additional skills and gain broad organizational experience. Research shows that these practices tend to make employees more satisfied, motivated, involved, and committed. 1

Finally, formal training and development initiatives that offer experiential exercises, such as role-playing, case studies, and active learning techniques can be more effective than traditional, passive educational programs. This is due to actually being able to practice new skills and behaviours, while also receiving real-time feedback throughout the process.

In essence, the foundation of a successful succession management system is understanding and developing your people, which will help your organization be prepared for the future.



About the Author

John Russell is an Industrial/Organizational Psychologist with Psychometrics Canada. He provides selection and development subject matter expertise to organizations looking to improve employee effectiveness and build diverse, high-functioning workforces. He also provides coaching and developmental feedback to various organizational leaders with the aim to increase their self-awareness and leadership impact. Whether it is coordinating large-scale selection initiatives with multi-national organizations, or ensuring client organizations make the most informed decisions, John enjoys applying psychology to business practices.

jrussell@psychometrics.com

www.linkedin.com/in/johntherussell

www.psychometrics.com



References

1 Belcourt, M., & Podolsky, M. (2019). Strategic human resources planning (7th ed.). Nelson Education Ltd.

2 Psychometrics Canada 2020 Succession Planning Playbook



The views and opinions expressed in this blog post belong solely to the original author(s) and do not necessarily represent the views and opinions of CPHR Alberta.


The views and opinions expressed in this blog post belong solely to the original author(s) and do not necessarily represent the views and opinions of CPHR Alberta.



By Jessica Jaithoo August 21, 2026
Each year on August 26th, Women’s Equality Day offers an opportunity to reflect on progress toward gender equity while recognizing the work that remains. While legislative milestones have helped create a more equitable foundation, the lived experiences of women in today’s workplaces tell a more nuanced story. To explore this further, we invited a group of women leaders to share their perspectives on equality in practice, the barriers that persist, and the actions needed to drive meaningful change. Their responses highlight both the progress made and the opportunities ahead. Contributors: Chelsea Harper, Director of Human Resources, Stoppler Hughes Christine Dagenais, Founder and CEO, Bright Wire Leadership Development Connie De Ciancio, Chief Commercial Officer, Strathcona Resources Michelle Dulmadge, Executive Vice President Human Resources, Surerus Murphy Rosy Makkar-Sethi, Portfolio Head of HR, Volaris Group Sabrina Brock, Vice President Human Resources, TriSummit Utilities Inc. To guide the discussion, we asked each contributor to reflect on three questions: What does women’s equality truly mean to you in today’s professional or leadership context, beyond formal policies or stated commitments? From your experience, what structural or cultural barrier continues to limit women’s advancement, and where do you see the greatest opportunity for progress? What is one action by leaders or organizations that can meaningfully advance women’s equality, and why does it matter now? Across responses, women’s equality was described not just as a policy outcome, but as a lived experience of fairness, recognition, and opportunity. As Chelsea shared: “It requires acknowledging that women have historically been conditioned differently in the workplace and society. The goal is to build workplaces where women are valued, compensated, and developed equitably enough that gender eventually becomes irrelevant to the conversation.” Connie emphasized fairness in assessment: “It is when people are genuinely assessed on their capability, judgment, performance, and leadership potential, not on assumptions or labels. It is not about lowering the bar or advancing someone because of gender; it is about making sure the best person has a fair opportunity to step forward and be recognized.” Sabrina reflected: “It is the experience of truly feeling valued for who you are as a professional and as a leader, where gender is not a topic of conversation. It also means being surrounded by more women in senior leadership roles due to equal access to stretch roles, equivalent tolerance for risk-taking, and performance judged by the same standards.” Despite progress for women in the workplace, certain barriers remain and are often invisible to those who have not experienced it. Chelsea reinforces the deeper context behind these challenges: “A true commitment to women’s equality requires acknowledging that history and understanding how deeply it still impacts confidence, negotiation, leadership presence, and career progression today.” Rosy names it directly: “A persistent barrier I continue to see is the reliance on subjective notions of leadership potential, often shaped by familiarity and unconscious bias. In my experience, this disproportionately impacts women, and even more so women of colour, whose strengths and leadership styles may not align with the traditional model. I have seen how this can limit access to opportunity despite clear capability and performance.” Subjectivity, when left unchecked, defaults to familiarity. Familiarity tends to favour the dominant group even when it is not intentional. This habit will continue to be consequential in the workplace. Sabrina offers a common example of how this bias shows up in practice: “If the behaviour is assertiveness, men may be seen as strong, confident, decisive leaders; however, when a woman behaves that way, they may be seen as aggressive, difficult, or abrasive.” The good news: Michelle calls for organizational accountability. “When equity is treated as a business discipline, not just a values statement, it becomes measurable and sustainable.” Christine adds the human dimension: “Real progress happens when women stop waiting for permission and start taking their seat at the table and when men in leadership actively sponsor and advocate for women, not simply as a diversity initiative, but because it strengthens teams and organizations.” Together, they point to the same truth: meaningful advancement requires both systemic intention and individual confidence. These examples are not seeking for exception, but consistency. Women want to be seen clearly, assessed fairly, and given the same opportunities to rise, or stumble, that their peers receive without having to ask. Building on this, one theme emerged clearly in how contributors see progress taking shape: the importance of sponsorship. Respondents highlighted the impact of leaders actively advocating for capable colleagues - particularly those who may not yet recognize their own potential or have had opportunities to demonstrate it. Rosy emphasizes the role of leadership influence, noting that “When leaders use their influence to advocate for women in succession discussions, critical assignments, and promotion decisions, opportunities for women increase significantly”. Similarly, Michelle reflects on the tangible impact of sponsorship in practice: “In my career, the moments that accelerated growth were when a leader put my name forward for something I had not yet been given the chance to prove at scale. Those decisions build confidence, capability, and visibility in ways that formal development programs cannot”. The urgency of this approach is reinforced by Connie, who notes, “This matters now because organizations need the strongest possible leaders, and they cannot afford to overlook capable people who may simply need a push to step up.” Christine expands on this broader organizational impact, stating “The leaders who understand this do not see equality as a favour or a quota. They recognize, as research continues to show, that advancing women’s equality is a strategic advantage. And importantly, they understand that creating greater equality is not a zero-sum game. When women rise, organizations, teams, and communities benefit alongside them.” Collectively, these perspectives highlight key actions: sponsorship, creating meaningful opportunities for growth, and encouraging individuals to recognize and step into their potential. Advancing women’s equality requires intention, advocacy, and action - turning insight into impact by championing talent and ensuring no potential goes overlooked.
By Jessica Jaithoo August 19, 2026
Author: Kanwaljit Chaudhry We often begin developing leaders after we have given them something to lead. Someone is promoted into their first supervisory role. They join a leadership development program, receive coaching, attend workshops, or are paired with a mentor. All of these can be valuable. But by then, leadership development has already been happening. Long before the title arrives, people are learning how to exercise judgment, influence others, navigate disagreement, take responsibility and make decisions when the answer is not obvious. The question for HR is: Do we have to wait for the title to help those capabilities grow? Create opportunities, not just programs Some of the most valuable leadership development happens through work itself. A stretch assignment. Leading a small project. Presenting an idea to senior colleagues. Coordinating people who do not report to you. Navigating competing priorities. Being trusted to make a decision rather than simply carrying one out. None requires a management title. HR can help organizations look at development as not only as courses people attend, but as experiences people need. That may mean encouraging managers to distribute meaningful opportunities rather than repeatedly turning to the person who is already proven. It may mean designing project work so different employees have opportunities to lead. It may mean making mentoring, coaching or job-shadowing available before someone enters a formal leadership pipeline. The objective is not to make everyone a manager. It is to give more people opportunities to build capabilities that will serve them whether or not formal leadership is their eventual destination. Make room to learn from experience Experience alone does not necessarily create development. Two people can go through similar experiences and take very different things from them. What often makes the difference is the opportunity to reflect: What worked? What didn't? What did I notice about myself? What would I do differently next time? HR can help make those conversations part of development rather than leaving them to chance. A manager checking in after a difficult project can ask more than, “Did we deliver?” A mentor can help someone examine why a conversation went differently than expected. A performance discussion can explore not only what someone accomplished, but how they influenced others, exercised judgment or responded when things became uncertain. These are relatively small interventions. But they help turn experience into learning. Notice leadership before it becomes obvious There is another role for HR: helping organizations broaden what they notice. Potential does not always announce itself loudly. The person who volunteers to coordinate a complicated piece of work may be demonstrating leadership capacity. So might the employee who brings people together when a team is stuck, asks the question no one else is asking, helps a colleague succeed without needing credit, or remains thoughtful when everyone else is rushing toward an answer. If we look for leadership potential only among those who already resemble our current leaders, we may keep finding the same kinds of people.  Creating broader opportunities allows capability to become visible before we decide who has it. Pay attention to what the organization teaches Organizations are also developing future leaders when they are not deliberately trying to. Employees notice who gets promoted. They notice what behaviour gets rewarded, whose ideas receive attention and what happens when someone makes a mistake. They notice whether managers share information or protect it, whether difficult conversations are avoided or handled respectfully, and whether asking for help is treated as good judgment or weakness. These observations become lessons about what leadership looks like here. HR influences many of the systems through which those lessons are reinforced e.g., performance management, recognition, development, succession planning and promotion among them. That makes an important question worth asking: What are our people learning about leadership from the way our organization actually works? The answer may tell us as much about our leadership pipeline as any competency framework. Before the title Leadership development does not have to begin with a leadership program. It can begin when someone is trusted with something slightly beyond what they have done before and supported while they figure it out. It can happen when a manager shares the reasoning behind a difficult decision rather than only communicating the outcome. It can happen when someone gets to lead a project before they have people reporting to them. And it can happen when an employee has someone who helps them make sense of an experience rather than simply move on to the next task. HR cannot manufacture leaders. But HR can help create workplaces where people have opportunities to practise judgment, responsibility, influence and reflection long before a title makes those things part of their job description. Perhaps the question is not only “Who are our future leaders?” It is also: “What are we doing today that gives future leadership capacity a chance to emerge?”
By Marina Perkovic July 22, 2026
At the CPHR Alberta Conference, we asked HR leaders one question: What leadership capability matters most for the future of your organization? Leaders picked up a star and placed it beside their answer. By the end of the conference, HR leaders cast 131 votes across 16 capabilities. Three stood out, with two tied for first place. Here is what they told us. What the Data Showed The capabilities on the board came from Bright Wire's PLUS Leadership Framework, a proprietary model built to define what effective leadership looks like across every level of an organization and is organized across four dimensions: Courageous Coach-Like Disciplined for Results and Relational The results below reflect the capabilities HR professionals believe matter most. 
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