The Key to Succession Planning – Understand and Develop Your Team

11
Jul 2022
558
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 May 5, 2026
Author: Nidhi Gandhi , 2026 Social Media Committee Volunteer Motherhood is often described as the world’s most demanding job, yet it rarely comes with a job description, a performance review, or a manual. It is a profound and often relentless act of stewardship that asks us to be an anchor, a strategist, and a source of support, sometimes all at once. For modern HR executives, this reality carries added complexity. Our professional lives are spent navigating organizational health, talent development, and culture. We shape workplace policies, advocate for employee well‑being, and bring the people perspective to the leadership table. When we step into the dual role of executive and mother, we aren’t simply balancing two lives; we are bringing together two complementary skill sets. As Deni Ruiz, Executive Director of People and Culture at Keyano College, explains: “In my role, I balance strategy with humanity, supporting leaders and employees, navigating change and complexity, and making tough decisions when needed. I am supported by an amazing team of professionals who care deeply for our colleagues, the College, and the community.” Being both an executive and a mother means showing up focused in the boardroom while also being a safe harbor at home. It requires constant recalibration and a willingness to redefine what success looks like at different stages of life. It also reinforces an important truth: empathy is not just a personal quality, it is a leadership asset. When we asked Deni how she transitions from mom mode to executive mode, she shared: “It’s less of a flip of a switch and more of a recalibration. I go from solving activities, snack logistics, and figuring out the root cause of meltdowns, to solving organizational challenges and understanding what motivates and engages people in the workplace. But at the core, both roles are about supporting people and making good, informed decisions, just at different complexity levels. A deep breath, a chai latte, and I’m in an executive mode. What I find a bit more challenging is transitioning back to ‘mom mode’ at the end of a long, busy day.” In this conversation, we look beyond titles to discuss the realities of nurturing a high‑level career while raising the next generation. Whether you are climbing the ladder, building a team, or navigating your own career path, this dialogue offers both reflection and reassurance that your path can evolve, and that is okay. How has motherhood shaped your approach to HR policies? Does it change how you view things like flexible work, benefits, or performance management? Motherhood has deepened my understanding of how policies land in real life. It’s made me more attuned to what employees are balancing outside of work, including growing demands related to child care, elder care, and mental health. That perspective has strengthened my support for flexible and inclusive workplaces, not as perks, but as tools for retention, productivity, and respect. Being a mom hasn’t lowered performance expectations; it has clarified how we enable people to meet them by recognizing the realities that shape today’s workforce and equipping leaders to respond thoughtfully. What is the most rewarding “full circle” moment you’ve had where your professional role and motherhood intersected? There are moments when I’m coaching my kids on family values, goal setting, or how to navigate conflict with their sibling, and other moments when I’m coaching leaders through difficult workplace conversations or career development decisions. I’ve realized I draw on the same patience, clarity, and empathy in both settings. Seeing those conversations handled well, and knowing they positively affect someone’s experience at work, feels like a true intersection of both roles. Just as each child is different, even within the same family, employees experience work differently. Understanding those realities helps build alignment and trust. What advice would you give to a mid ‑ career HR professional who is hesitant to pursue an executive role because they fear it will compromise their family life? It’s a valid concern. Executive roles come with more responsibility and mental load, but they also offer greater autonomy to shape how and when you work. The key is being intentional. Be clear on your non‑negotiables, choose organizations whose values align with yours, and remember that strong leadership includes modeling sustainable ways of working, not constant availability. If you could give a Mother’s Day gift to working moms, aside from a day off, what would it be? I’d give them the freedom to be genuine and true flexibility, the kind that is trusted, consistent, and free from career trade‑offs. When people don’t have to choose between being present at home and being seen as committed at work, that’s where working moms can truly thrive. The idea of perfect work‑life balance is overrated. Priorities shift over time, and only you and your family know what the right combination looks like in any given season. Deni’s journey reminds us that senior leadership and motherhood are not competing forces to be managed, but complementary roles that strengthen one another. The empathy cultivated at home makes us better leaders, just as strategic thinking at work helps us build stronger foundations for our families. As we celebrate Mother’s Day, let this conversation prompt reflection. You do not have to choose between being a successful professional and a present, nurturing parent. You can be both, and you can lead through both.
By Jessica Jaithoo April 21, 2026
Author: Taia Northrup , 2026 Social Media Committee Volunteer Building Safer Workplaces Every April 28th, World Day for Safety and Health at Work serves as an important reminder that workplace safety isn’t just a policy, it is a commitment to people. While procedures, protocols, and compliance requirements are essential, the true foundation of a safe workplace lies in a culture where employees feel valued, heard, and protected. In today’s evolving environment, safety goes beyond hard hats and hazard signs. It includes psychological safety, inclusive practices, and the ability for employees to speak up without fear. As organizations continue to adapt in a tech driven world, the role of Human Resources in shaping and sustaining this culture has never been more critical. Traditionally, workplace safety has been associated with physical risk prevention. While this is still vital, modern organizations are expanding their focus to include mental health, preventing burnout, and overall well-being. Which Leads to the Culture of Psychological Safety A truly safe workplace is one where employees feel comfortable sharing ideas, raising concerns, and admitting mistakes without fear. Psychological safety is essential for innovation, collaboration, and overall organizational success. Safety doesn’t always require large scale initiatives… Often it is small, consistent actions that make the biggest difference, these include: Checking in with employees regularly Offering training and refreshers Celebrating safe practices and milestones Creating opportunities for feedback As we recognize World Day for Safety and Health at Work, it is an opportunity to reflect on how we can continue to build safer, healthier workplaces. By prioritizing both physical and psychological well-being, organizations can create environments where employees thrive. At its core, safety is about people. When we lead with empathy, listen with intention, and act with purpose, we don’t just meet safety standards, we exceed them!
April 21, 2026
Chartered Professionals in Human Resources (CPHRs) bring a unique and deeply relevant skill set to senior governance roles—particularly those focused on equity, inclusion, and systemic change. With expertise in ethical leadership, organizational governance, people systems, and inclusive decision‑making, CPHR professionals are well positioned to contribute at the highest levels of public service. The Government of Canada is currently seeking applications for the role of Chairperson of the Canadian Race Relations Foundation (CRRF) Board of Directors, a Governor in Council appointment that offers an opportunity to shape national conversations on race relations and advance meaningful change across Canada.
MORE NEWS