--- title: "How HR Leaders Build Trustworthy Succession Plans" url: "https://chrodaily.com/qa/how-hr-leaders-build-trustworthy-succession-plans/" author: "CHRO Daily" published: "2026-10-12" updated: "2026-10-12" --- # How HR Leaders Build Trustworthy Succession Plans ## How HR Leaders Build Trustworthy Succession Plans Strong succession plans do more than name a replacement—they build trust, judgment, and shared ownership across the organization. This article shares practical ways to develop future leaders through rotations, mentorship, cross-training, and real decision-making. Insights from HR experts show how to set clear readiness standards and build a deeper leadership bench. ### Spread Expertise With Rotations We had a production lead who basically kept the robotics line running by himself. If he left or burned out, we were in real trouble, and I knew it. So instead of quietly grooming ONE successor (which just tells everyone else they're not in the running), I built a rotation. Three people got exposure to different pieces of his job over about four months, not as a competition, just as "here's how this works, you should know it too." The thing that actually kept trust high was I never framed it as replacing him. I told him directly we were spreading the knowledge because losing any one person shouldn't stop the line, and that's true whether it's him, me, or anyone else. He appreciated being asked to help design it instead of finding out he was being backfilled. By the time he did take two weeks off unexpectedly for a family thing, the team barely noticed. That's the real test, not a title change, just whether the work keeps moving when someone's out. We've used the same rotation approach for a couple other critical roles since, and honestly it's cut down on the low-level anxiety that used to show up whenever someone mentioned taking PTO. *— [Rick Elmore](https://www.linkedin.com/in/rick-elmore), CEO, Simply Noted* --- ### Practice Core Decisions For succession, I focus on decision patterns rather than job titles. I ask a leader to identify a few recurring decisions they make and explain what information they rely on, what trade-offs matter, and what would cause them to escalate the issue. Then different team members can practice working through comparable scenarios and receive feedback on their reasoning. No one needs to be labeled "the successor" for that development to be useful. This approach keeps the process grounded in how the role actually thinks, not just what the job description says. It also lowers competition because several people can build the same capability at once. When a transition eventually becomes necessary, the organization has more than one person with relevant judgment and context. *— [Brian Chasin, MBA](https://www.linkedin.com/in/brian-chasin-73070b53), CFO & co-founder, SOBA New Jersey* --- ### Set Clear Readiness Standards I use a readiness rubric before discussing names. The criteria are observable: judgment, communication, follow-through, ability to learn from feedback, and whatever role-specific skills actually matter. Several people can then receive development opportunities against the same criteria. That keeps the process from becoming a popularity contest or a vague discussion about who "feels like" the next leader. Feedback stays individual and focused on development rather than comparison. The value of the rubric is that it separates growth from promotion. Someone can be told exactly what they are building without being promised a title. That makes succession planning more transparent, gives people useful direction, and reduces the anxiety that comes from employees trying to read hidden signals about who has already been chosen. *— [Sean Smith, B.S.](https://www.linkedin.com/in/sean-smith-3b1a44113), Founder & CEO, Alpas Wellness* --- ### Normalize Backup Coverage I don't treat at-risk leaders as a secret HR project, those things leak and make everyone anxious. Instead, I build leadership development into how we operate, openly and for everyone. Once or twice a year, I sit with my leadership team and discuss who could step into which role if someone left suddenly, got sick, or needed real time off? Doing this as a group makes it routine, not a fire drill. I also ask people what they want instead of assuming. Being great at a job doesn't mean someone wants the one above it. Some of my strongest people have no interest in moving into leadership, and that's fine, I'd rather know early than plan around the wrong person. I'm honest about my reasons. If a leader is running on empty, I tell them plainly that building backup coverage is how I make sure they can take a real vacation without their phone blowing up. When people see it's there to protect them, not replace them, the anxiety fades. I know it's working, when a team leader starts training their own backup without me even asking or when they're not worried about asking and taking a break. That's when I know the trust is real and the plan holds. *— [Aja Chavez](https://www.linkedin.com/in/aja-chavez-1379664), National Executive Director, Mission Prep Healthcare* --- ### Prove Judgment in Small Roles As the CEO and Founder of LAXcar, I do not look at the issue of succession planning as a "who replaces this person?" I look at the problem of succession planning as a "who else needs to know how this function is done?" Having just one person in a company conducting 20,000 trips a year and understanding how something works poses risks for a company and also adds stress to that person. When it comes to identifying the second owner, we do not take into account only the seniority of the person. I am looking for a person who can prove his judgment in pressure situations, communicate effectively, and take responsibility without any further supervision from other people. We start small - he may be following the main account, handling the transportation manifest during the show, or working shifts with supervision from the first owner. Much more information will be provided by those actions than just the title. *— [Arsen Misakyan](https://www.linkedin.com/in/arsen-misakyan), CEO and Founder, LAXcar* --- ### Create Broad Bench Strength Succession planning shouldn't start when someone leaves. By then, you're already behind. When a resignation lands on your desk or a key leader burns out, your options are narrow. I've found it's far better to build leadership capacity before you need it, especially when you can already see a critical leader stretched thin. One practice that has worked well for me is what I call distributed readiness. It starts with knowing your people. In regular one-on-ones, leaders should learn what their employees are interested in, where they want to grow and what strengths they bring. Tools like CliftonStrengths add another lens to those conversations. Then we put that knowledge to work through cross-training and job enrichment. Instead of quietly picking one heir apparent, we look at what's concentrated in a critical role. That includes the key relationships and decisions, along with the institutional knowledge that usually lives in one person's head. Then we give several emerging leaders a chance to build that capacity. There's a side benefit when the senior leader is close to burnout. Sharing that work lightens their load right away. One person might lead a cross-functional initiative. Another might represent the organization in a high-stakes meeting. Someone else might shadow a critical process or own a strategic decision the senior leader would normally make. Those experiences prepare successors, and they also show you who your people are. You notice who gets energized by the work and who shows a strength you hadn't seen. Sometimes a person discovers an interest they never considered. You also learn where someone still needs development. How you talk about it matters. I tell leaders, "This is not about deciding who gets someone else's chair. It's about making sure the organization is never dependent on one chair." That one sentence keeps trust high. People can stretch without feeling like they're auditioning against colleagues. The senior leader doesn't feel like they're being replaced, either. And the organization builds a deeper bench. In my work as a superintendent and as an executive coach, the strongest succession plans I've seen work this way. They develop talent long before anyone needs to fill a seat. So the better question to ask is who you're developing right now, and how many of them could step in tomorrow if they had to. *— [Gearl Loden](https://www.linkedin.com/in/gearl-loden-lodenleadership), Leadership Consultant/Speaker, Loden Leadership + Consulting* --- ### Invite Reverse Mentorship We use reverse mentoring sessions where a potential successor interviews the current leader about parts of the role that are easy to overlook. The discussion covers hidden stakeholders, recurring tensions, difficult decisions, and lessons from past mistakes. This allows the leader to share context without feeling the need to defend their position. Instead, we create space for knowledge to move naturally from one leader to the next. This practice helps us spot potential successors because genuine curiosity is difficult to fake. Strong candidates ask thoughtful questions, connect details across situations, and recognize what they still need to learn. It also builds trust because the current leader has a role in shaping the next generation. We turn succession into an act of stewardship rather than treating it as a risk to manage. *— [Sahil Kakkar](https://www.linkedin.com/in/sahilkakkar), CEO / Founder, RankWatch* --- ### Embed Shared Ownership In a small business, succession planning is less about naming a successor and more about making sure no one person is the only one who knows how something works. At The Monterey Company, the risk is not usually a formal leadership title. It is one person holding all the knowledge about a customer, a process, or a part of the order flow. If that person leaves or burns out, the business feels it right away. The practice that helps most is building shared ownership into the normal work. Processes get written down, people learn the parts of the business next to their own, and handoffs happen before anyone is under pressure. When cross-training is just how the team operates, nobody reads it as a sign that someone is being replaced, and it takes a lot of the anxiety and competition out of it. I started here as a sales rep before becoming owner, so I have seen how much it matters when people understand the business beyond their own job. The goal is not to find one heir. It is to build a team where more people can step up when it counts. *— [Eric Turney](https://www.linkedin.com/in/eric-turney), President / Sales and Marketing Director, The Monterey Company* --- ### Capture Institutional Know-How I document the role before I discuss who might fill it. In a firm that administers companies and trusts across several jurisdictions, the real risk when a senior person leaves isn't the vacancy. It's the knowledge that only ever lived in their head: which registry wants which certified document, which filings fall due when, which counterparties expect a call before an email. Writing that down is a neutral task framed as continuity, and nobody reads it as a race for a job. Successors are then prepared through exposure, not announcement. Junior people take on pieces of the senior person's work with that person reviewing it, the same way anyone new to an unfamiliar jurisdiction has their work checked. Because review is already routine, it doesn't signal that anyone is being lined up. What keeps trust high is talking to the at-risk leader first, openly. Telling someone you're planning for their absence is awkward. Discovering it secondhand is far worse, and it tends to hasten the departure you were worried about. A succession plan that only exists in HR's files isn't a plan. It's a list of names. *— [Andrew Izrailo](https://www.linkedin.com/in/andrew-izrailo), Senior Corporate and Fiduciary Manager, Astra Trust* --- ### Delegate Full Authority I give my best people ownership of functions before anyone's talking about exits or burnout. Every quarter I pick one decision I've been making personally and hand it to someone on my team with full authority and a clear budget. If they run a vendor negotiation or a hiring sprint and it goes well, the rest of the team sees them operating at that level organically. Nobody feels threatened because there's no announcement, no title change, no whisper campaign about who's being "groomed". The communication piece that's worked best for me is framing it around growth, not replacement. I'll tell my team something like, "I need to free myself up for X, so I'm asking you to own Y completely". That's honest, and it removes the subtext. The person stepping up feels trusted, and everyone else sees a leader distributing responsibility rather than hedging against someone's departure. When I've scaled teams across multiple companies, the organizations where succession felt invisible were the ones where I'd already been sharing real authority for months. By the time someone did leave or step back, the transition barely registered with clients or the broader team because the successor had already been doing the work in plain sight. *— [Val Narodetsky](https://linkedin.com/in/valnaro), CEO, Odesa* --- ### Establish Open Sponsor Networks I champion a formal mentorship and sponsorship program that pairs emerging leaders with current leaders for visible stretch assignments, defined development plans, and regular check-ins. Mentors focus on skill development while sponsors advocate for opportunities and visibility, which reduces secrecy and lowers competition. We communicate the program openly as a broad development pathway rather than a single successor pipeline so people understand the intent and see opportunities for many. That clear structure and ongoing feedback helps identify and prepare successors while keeping trust high. *— [Dora Bloom](https://www.linkedin.com/in/dorabloom), Chief Revenue Officer, iotum* --- ### Link Growth to Future Scope The practice that works for us is treating development conversations and succession conversations as the same thing. The moment you create a separate succession track, people notice. Either they feel passed over or they feel pressured, and both reactions poison the trust you are trying to protect. What I do instead is have regular conversations about how people want to grow, then design stretch assignments that naturally prepare them for bigger scope. If a senior leader is responsible for product strategy today, I might ask someone on their team to lead the next quarterly planning cycle. Not as a test. As genuine development. The distinction matters because people can tell when they are being audited versus when they are being invested in. The hardest part is being honest with the leader who might leave. When someone I depend on starts showing signs of burnout, I do not pretend everything is fine. I ask what is draining them. Sometimes the answer is fixable. Sometimes it is not, and the honest conversation itself is what creates the transition plan. What I keep coming back to is that succession is not about replacing people. It is about building a team where knowledge and capability are distributed enough that one departure does not create a crisis. *— [Kenneth Shen](https://linkedin.com/in/shenkenneth), CEO, Founder, Pigment* --- ### Chart Responsibility Handoffs When a critical leader is close to burnout or considering an exit, the worst thing a founder can do is treat succession like a secret emergency plan. In startups, secrecy creates anxiety. Clarity creates trust. My approach is to frame succession as business continuity, not replacement. I tell founders to have the honest conversation early: 'This role is too important to sit with one person forever. We're going to build depth around it so the company is stronger and no one burns out carrying it alone.' One practice I've used and recommend is a responsibility-transfer map. You identify the key decisions, relationships, workflows, and judgment calls that currently live with one leader, then gradually assign pieces of that responsibility to emerging team members. The current leader becomes a mentor, not a threatened incumbent. The potential successor gets room to grow without being positioned as a rival. The communication matters as much as the plan. I'd say to the team: 'We are not creating a competition. We are building resilience. The goal is to make sure no single person becomes a bottleneck, and everyone with leadership potential has a clear path to earn more trust.' That language lowers the temperature. It makes succession about shared ownership, not politics. In my experience building ventures, leading teams, and advising founders, the strongest companies do not wait until someone is exhausted or halfway out the door. They document responsibility, mentor future leaders, and make growth visible before the crisis hits. — Steven Mitts, Founder & CEO, Steven Mitts Services *— [Steven Mitts](https://www.linkedin.com/in/steven-mitts-6318a675), CEO, Founder* --- ### Make Mutual Support Routine On a small team, I'd be careful about announcing a formal succession plan. It can make people feel like they're auditioning. What works better is making shared knowledge part of how the team runs, so no single person is the only one who can handle something. We already do this through coverage. When one of our tech support people leaves early every first Friday, others step into his work. Nobody sees that as competition. It's how we support each other, and it means more people understand more of the job. When it comes to who could step up, I look for the same qualities I hire for: self-motivation and genuine care for clients. Someone who digs deeper instead of sending a "good enough" answer, and who takes initiative without being chased for deliverables, usually shows readiness long before any conversation about a bigger role. Trust stays high when growth is framed as support rather than replacement. If people see learning each other's work as a way to make the team stronger, preparing someone to step up feels like teamwork rather than competition. *— [Lisa Bennett](https://www.linkedin.com/in/lisa-bennett-102b8412), Director, Sales & Marketing, DoJiggy* --- ### Cycle Essential Route Duties The practice I'd pick is a coverage rotation that the whole team is in, announced as coverage. On a cleaning crew, the lead who carries the entire route in their head is usually the one wearing down. Getting that route out of their head is the first job. I ask the lead to hand off one task at a time, like the final walkthrough or the supply check. A different teammate runs it each week with the lead standing beside them. Everyone rotates through, so no one is auditioning in front of the others. That rotation is also how I spot successors. Some people ask good questions. Some quietly fix a gap before anyone mentions it. It shows up in the work, and I don't need to announce a ranking or pull anyone aside. The lead hears the plan first, in plain words: this gets you a real day off, and you still decide how the work gets done. Then the team hears the same sentence, that anyone can get sick or tired and the crew should keep running. Anxiety on a team usually starts when people suspect a conversation happened without them. Giving the lead and the team the identical explanation removes that suspicion. A written task list matters more than people expect. Every person in the rotation gets held to the same standard, and the lead can see the work is in good hands. *— [Carolyn Vasquez](https://www.linkedin.com/in/carolyn-vasquez-42a51a44), Founder, Ready Rental Cleaning* --- ### Deepen Client Relationship Access In partnership-led organizations, a leader's departure becomes dangerous when external trust lives in one inbox or one memory. Succession planning should therefore begin with relationship architecture. Account context, promises, sensitivities, and decision cadence need to be visible to a small coverage group, not stored as personal capital. I prefer a quarterly trust transfer, where the current leader introduces two internal counterparts during ordinary working conversations, before any transition is discussed. The aim is not to announce a replacement. It is to prove that the relationship has depth. Observing who earns confidence across difficult conversations identifies successors more accurately than performance reviews alone, while clients and colleagues experience continuity instead of disruption. *— [Dawood Bukhari](https://www.linkedin.com/in/dawoodbukhari), CEO, Digital Web Solutions* --- ### Clarify Individual Advancement Paths I separate succession planning from the idea of choosing a winner. My starting point is a role map: which responsibilities require judgment, which require relationships, and which are recurring work that someone else could learn. Then I use private readiness conversations with more than one person. I explain what responsibility they are being asked to develop, what good performance looks like, and that the opportunity is development—not a promise of promotion. That distinction protects trust. People can grow without feeling that every assignment is an audition, and the team gains broader coverage instead of simply replacing one dependency with another. I also keep individual feedback private while being transparent about the overall process and why responsibilities are being shared. *— [Jennifer Hogshead, BA](https://www.linkedin.com/in/jennifer-hogshead), Director of Finance and Human Resources, New Waters Recovery* --- ### Cross-Train Every Vital Assignment Every team has that one person who holds it all together, and that's exactly the risk. In our online dispute work, I've watched a case slow right down because only one person knew where it stood. So I don't wait for a burnout or a resignation to figure out who covers them. The thing that makes people anxious is how it's usually handled. The minute you say you're looking for someone's replacement, the whole team tenses up. So I keep it quiet and normal: on every important job, two people know it well, and I do that for everyone. You can't build a successor with a document. Say a senior person handles a big client and knows all the history nobody wrote down. I bring a second person into those calls for a few months, while the senior one is still there to explain how they think. And I'm straight with them about it, so it feels like handing over something they built. *— [Rajneesh Jaswal](https://www.linkedin.com/in/rajneeshjaswal), Co-founder, Cadre ODR* --- ### Govern for Organizational Depth I've led two CEO searches as a board member at a credit union, and I've come to believe succession works best as normal governance, discussed well before anyone is at risk of leaving. When the conversation only starts in a crisis, it can feel personal and make people uncomfortable about what's coming next. The practice I trust is building depth through development rather than naming heirs. Give capable people real responsibility early, in stretch roles where it's safe to make mistakes. Share ownership of key relationships and decisions so no single person holds all of it. People grow, the leader gets relief, and the organization has more options without naming a replacement. Trust stays high when the process is visibly fair. I once advocated for equal pay for a female CEO candidate because it was simply the right way to value the role. People notice when decisions follow principles, and that makes it easier to have honest conversations about the future. For a leader showing signs of burnout, succession planning can also be part of the support. When the team sees responsibility being shared, it gives the leader more room to step back when needed while keeping important work moving. *— [Scott Shirley](https://www.linkedin.com/in/scottshirley), Founder & CEO, Pledge It* --- ### Shadow Choices and Log Rationales Succession planning breaks most teams because it's treated as a promotion race instead of a knowledge transfer. The moment people sense someone's being groomed, political behavior spikes and the leader you're trying to protect gets more anxious, not less. At Pageloot we had a situation where our core technical lead was stretched across three time zones, covering Bali mornings and Tallinn afternoons, and starting to show real signs of fatigue. We didn't announce anything. Instead we started running what we called "decision shadowing" -- whoever was naturally curious about a domain got invited to sit on decisions in that area, not to inherit them, just to understand the reasoning. The framing matters more than the process. We never said "we're preparing a backup." We said "we want more people to understand why we make the calls we make." That reframe killed the anxiety before it started. The one practice that actually built succession depth: every key decision got a short written rationale, maybe three sentences, stored where the team could see it. Over six months that document set became a working manual nobody had to be assigned to write. When the lead eventually stepped back from one area, two people could cover it without a transition period. The trust stayed high because nothing was announced. Readiness emerged from the process itself. *— [Siim Kostabi](https://www.linkedin.com/in/siim-kostabi), CEO, Pageloot* --- ### Validate Insight Through Teach-Back I use a teach-back approach for succession. After someone observes an important decision or planning process, I ask them to explain how they would approach a similar situation and why. That reveals much more than simply asking whether they understand the role. I can hear how they frame the problem, what information they consider important, and where their reasoning still needs development. It also creates a natural coaching conversation without putting them publicly against another candidate. I prefer doing this with several people over time. The goal is not to crown a successor early; it is to build stronger judgment across the team. When a transition eventually happens, readiness is based on repeated evidence rather than a single high-pressure selection moment. *— [Michael Schaub, MHA](https://www.linkedin.com/in/michael-schaub-mha), CEO, Aura Recovery Center* --- ### Audit Authority Overload When a leader is burning out, naming a successor early can feel like being managed out and alarm others. The immediate question is not who gets the job, but which decisions consume unsustainable attention. In litigation, interruptions come from exceptions, urgent client concerns, and issues nobody else feels authorized to resolve. I would conduct an authority audit before discussing titles. List the decisions repeatedly reaching one person, then designate temporary owners with guardrails. Announce the change as a workload and continuity measure, and invite feedback on gaps. This shows who exercises judgment while relieving pressure. Succession becomes a gradual transfer of authority, not an event built around one exit. *— [Chrissy Grigor](https://www.linkedin.com/in/chrissygrigor), Personal Injury Lawyer & Founder, Grigor Law Injury & Car Accident Lawyers* --- ### Let Teams Lead Operations Meetings I build the plan around observable leadership behaviors, not a private list of names. Everyone should know what readiness means; the traits we look for are good judgment, good communication, good follow-through, and the ability to handle conflict without having it escalate. That helps keep the process transparent and reduces the perception that succession depends on favoritism. I make sure we have people taking turns and rotating ownership of the operations meeting. For appropriate topics within their role and authority, each participant sets the agenda, guides the discussion, assigns follow-up and reports back on unresolved issues. I have worked across admissions, operations and behavioral health management. I've learned that the strongest potential successor isn't always the loudest person, and is often the person who asks the right question and makes a clear decision. They are the ones who are closing the loop. I tell the team, "This is development, not an audition." Feedback is tied to the same stated behaviors for everyone so people can grow without feeling publicly ranked against their peers. *— [Matthew Marshall](https://www.linkedin.com/in/matthew-marshall-b20700219), Program Director, Marietta Springs* --- ### Have Peers Explain Financial Processes I build succession around the work that must continue, then ask employees to teach it, rather than asking them to compete for a title. As a CFO, I break a critical role into recurring decisions and deliverables, then give several people bounded ownership within their responsibilities and authority. That produces a realistic view of readiness without prematurely designating a successor. The practice I rely on is a teach-back rotation. In finance, someone may own the cash forecast or variance review for a cycle, document the judgment calls, and teach the process to a colleague who then performs it within established review and control procedures. I tell the team the purpose is continuity and development, not a hidden promotion contest. Teach-back shows who understands the work, communicates clearly, and spots exceptions early. Trust stays high because knowledge is shared, participation is broad, and the exercise is not framed as teammates competing against one another for advancement. *— [James Getzen MBA](https://www.linkedin.com/in/james-getzen-4b05025a), CFO, Alpas Wellness NOVA* --- ### Use Impact Maps for Continuity I build succession plans using Impact Mapping: we place roles and critical deliverables on an org chart and explicitly answer Who, What, When, and Why so responsibility sits with the system rather than a single person. That clarity lets us assign shadowing, stretch assignments, and cross-training where overlaps exist without framing any move as a bid to replace someone. When I present the map, I frame it as resilience and customer continuity work, invite volunteers and nominations, and tie development steps to business outcomes. This practice reduces anxiety, preserves trust, and surfaces capable successors through visible, system-focused development. *— [AlexSandra Sisler](https://www.linkedin.com/in/alexsandra-sisler-b34b3379), Keynote Speaker & Retail + Aesthetics Executive, EmpowerServe* --- ### Related Articles - [CHROs Share Succession Habits That Prevent Leadership Gaps](https://chrodaily.com/qa/chros-share-succession-habits-that-prevent-leadership-gaps) - [Make Succession Planning Motivating, Not Political](https://chrodaily.com/qa/make-succession-planning-motivating-not-political) - [Succession Planning That Builds Real Bench Strength](https://chrodaily.com/qa/succession-planning-that-builds-real-bench-strength)