01 / 05 · 19 pages
Practitioner instructions
Prepare the inputs, interview the right owners and follow the subject-specific working method, completion guidance and approval route.
English source edition · View on screenIPO-04 / 18 · Succession
Successor-readiness assessment and calibration guide
Evaluate potential successors against the actual future role using proportionate evidence, fair challenge and explicit availability, then translate gaps into development rather than unsupported promises.
From method to a working client tool.
Use this HR Delivery advisory tool for the actual client issuer, employing entities, sites, workforce and selected listing route. Agree and record the scope, source cut-off, accountable roles and applicable sector/legal requirements before completion. Examples and worked tables belong to the separately labelled fictional Project Sandstone case and must be replaced with actual evidence for client use. Planned routines, timings and resource options are advisory assumptions requiring a separate client decision. Preparation, acceptance or handover does not commission other tools, release their budgets or pass a diagnostic gate.
05coordinated PDFs
81pages in this pack
12core working fields
12quality checks
PRACTITIONER ASSET / EDITION 2.0
The complete five-document pack.
02 / 05 · 17 pages
Editable blank tool — PDF reading edition
Use the expanded blank fields and subject-specific working records. This is the screen-reading edition for completing your organisation’s controlled working record.
English source edition · View on screen
03 / 05 · 18 pages
Completed fictional example
Compare your draft with a fully completed Project Sandstone example, including working records, exceptions and proposed follow-through. All example facts are fictional.
English source edition · View on screen
04 / 05 · 14 pages
Interpretation and decision guidance with quality control
Apply the twelve subject-specific checks and four judgement scenarios. Record the decision, restrictions, evidence and separate reassessment requirements.
English source edition · View on screen
05 / 05 · 13 pages
Client handover instructions
Transfer records, permissions and open actions to the client. Use the owner walkthrough, five teach-back tests and operating cycle to confirm a usable handover.
English source edition · View on screenUse, test and maintain the tool.
- 01
Prepare
Confirm client scope, evidence, owners and the decision needed.
- 02
Complete
Populate the blank tool with actual client facts; compare against the fictional example.
- 03
Challenge
Apply the subject-specific checks, record restrictions and obtain a valid decision.
- 04
Handover
Demonstrate operation, transfer ownership and agree the next evidence review.