Succession planning so you're ready when key people leave
If a key person left tomorrow, would your business cope? Our succession planning identifies critical roles, prepares the people who could step up and protects the knowledge you can't afford to lose.
At a glance
- Critical roles identified
- Successors assessed
- Development plans
- Knowledge transfer
What is succession planning?
Succession planning is the process of identifying critical roles in a business and preparing people to fill them when the current person leaves, retires or moves on. It includes assessing potential successors, building development plans, sharing knowledge and planning emergency cover.
Services
What we plan with you
Practical steps, sized to your business.
Critical role review
Which roles would hurt most if left empty.
Talent assessment
Who could step up, and when.
Development plans
Training and experience for future leaders.
Knowledge transfer
Processes and know-how written down and shared.
Emergency cover
Short-term cover plans for sudden departures.
Owner succession
People planning for owners stepping back.
What's included
What comes with this service.
The essentials of the service, plus the standards that come with everything we do. No hidden extras.
Book a free HR check-up →- Critical roles identified
- Successors assessed
- Development plans
- Knowledge transfer
- Free HR check-up: a quick look at where the gaps and risks are
- Itemised proposal: deliverables and responsibilities agreed in writing
- Plain-English documents: written for your business, not copied templates
- Confidential handling: sensitive staff matters kept private and secure
- No lock-in contracts: you stay because the support is worth it
Is it right for you?
When it matters most
- A few people hold critical knowledge
- Senior staff are nearing retirement
- You're planning to step back from the business
- You lost a key person and struggled
Compare
Planned succession vs scrambling
A plan keeps the business steady.
| Compare | Planned | Unplanned |
|---|---|---|
| Continuity | Smooth | Disrupted |
| Knowledge | Kept | Lost |
| Hiring | Internal options ready | Rushed external search |
| Staff morale | Clear career paths | Uncertainty |
How to work with us
Work with us your way.
A one-off HR project, ongoing support or an HR specialist in your team. Pick what fits. No lock-in contracts.
One project, clear scope
A set piece of work, scoped and approved before we start.
- Itemised proposal
- Clear deliverables
- Documents handed over to you
An HR partner on call
Ongoing HR support from people who know your business and your team.
- Advice when issues come up
- Policies kept current
- One familiar team
A specialist on your team
Our HR consultants join your team for extra capacity or a busy period.
- Experienced HR people
- Your systems and process
- Scale up or down anytime
How we work
Our process, step by step
Identify
Key roles and people identified.
Assess
We look at where you are now and what's missing.
Plan
Priorities and deliverables agreed in writing.
Develop
Development plans put into action.
Measure
Results tracked so you can see what's working.
Built around you
Every HR plan is built on your needs.
No one-size packages. After a free HR check-up and a short call, you get a clear, itemised proposal based on what your business actually needs.
Request your proposal →How many people you employ, and how fast you're growing.
From Critical role review to Talent assessment, only the pieces you actually need.
The awards or enterprise agreements that cover your staff.
Your contracts, policies, systems and records as they are today.
What your managers handle now, and where they need backup.
Systems and references
Systems we work in
Surveys and feedback
Learning
Industries
Industries we support.
Award coverage, site inductions and skilled hiring.
Rostering rules, credentials and a supported workforce.
Casual staff, penalty rates and fast onboarding.
Hiring, reviews and keeping top people.
Shift work, safety duties and clear policies.
HR basics set up properly from the first hire.
Why Kedra Digi
Why Australian businesses choose Kedra Digi.
Hiring, compliance, payroll and employee relations handled by the same people, so nothing falls between the cracks.
Before any work starts you get an itemised proposal with deliverables and responsibilities.
Employee files, policies and documents stay with you. There's no lock-in.
Plain-English answers, and a referral to an employment lawyer when a matter needs one.
Kedra Digi is an Australian-owned HR, digital marketing, design and development company.
Our promise
We'll tell you honestly what your business needs, and what it doesn't need yet.
You'll own every record, policy and document we create, so you're never dependent on us.
We treat your people and their information with care and confidentiality.
Is succession planning only for senior roles?
Should we tell staff they're potential successors?
Can it help when selling a business?
Does it include knowledge transfer?
How often should the plan be reviewed?
Can you help develop successors?
Free discovery call
Ready for what happens when key people move on?
Tell us what's going on in your business. We'll reply within one business day with honest advice.
Prefer email? [email protected]