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Talent Review Meeting for Succession Planning

Succession Planning, Talent Reviews, and Leadership Development for Mid-Sized Companies

Build leadership continuity and protect your organization’s future with succession planning powered by disciplined talent reviews and calibration.

Mid-sized organizations face intense pressure to grow, yet most lack the systems and rigor of a dedicated talent management function.

Organizations that get this right are able to:

  • Improve retention of key talent
  • Strengthen leadership continuity & readiness
  • Accelerate enterprise performance
  • Increase confidence in talent decisions

When leaders are overwhelmed and leadership development commitments fall through the cracks, the problem is not your people. It is your system.

We solve this through our structured 3D Methodology: Diagnose, Develop, and Defend your talent.

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Ending the Cycle of Overwhelmed Leaders and Talent Attrition

In many mid-sized companies, HR is stretched thin. Leaders are burning out. Without a dedicated system, talent reviews and succession planning happen once. And they rarely lead to effective action, leaving you with a lack of succession readiness. And critical talent walks out the door.

We step in as your Strategic Talent Management expert to build the operational discipline needed to make succession planning and development stick. We move from reactive “firefighting” to a proactive system. We identify, develop, and protect your most valuable human assets. That’s strategic talent management.

Diagnose:

Identify Critical Roles, Leadership Potential & Readiness with Effective Talent Reviews

We begin by conducting objective organizational diagnostics to assess leadership bench strength and identify high-risk roles. Using validated tools, and the 9-Box Grid, we look beyond current performance to define and measure true potential. This phase ensures your leadership team is aligned on which team members make up the critical talent population, and where your pipeline is most vulnerable.

Key Benefits:

  • Bench-strength evaluation.
  • Identification of critical roles and succession gaps.
  • Leadership assessment: performance vs. potential, readiness, development needs, risk of loss and impact of loss, and bench-strength evaluation.
  • Team-calibration of “Potential” vs. “Performance” to eliminate manager bias.

Develop:

Turning Development Commitments into Real-World Execution with Leadership Development Systems and Processes

Identifying talent is only half the battle. The real work is in the follow-through. I design Individual Development Plan (IDP) systems focused on 70-20-10. We focus on experienced-based learning because that’s how adults learn best. By integrating cross-functional, stretch assignments, mentorship, and manager support, we ensure that development is practical, and tied to business results.

Key Benefits:

  • Structured IDP / development systems with built-in accountability.
  • 70-20-10 learning models that prioritize hands-on experience.
  • Coaching for high-impact employees (HiPos) to accelerate readiness.

Defend:

Improve Retention and Mitigate Burnout, Protecting Your Valuable Talent Pipeline

The final phase of a healthy talent system is protection. Using evidence-based tools like the Maslach Burnout Inventory (MBI) and the Areas of Worklife Survey (AWS), we identify and remedy the systemic issues that lead to disengagement and exhaustion. By focusing on psychological safety and leadership risk audits, we reduce turnover and increase career efficacy across your organization.

Key Benefits:

  • Strategies to improve psychological safety and organizational health.
  • Burnout diagnostics using validated MBI and AWS tools.
  • Leadership risk audits to identify high risk / high impact populations.

Ready to Fix Your Talent System Problem?

Partner with an expert in strategic talent management who brings more than 20 years of global experience to your executive team. Let’s build a stronger pipeline, lower your turnover, and ensure your talent development commitments finally stick and bring ROI.

See Christy Suerth’s background and recommendations on LinkedIn.

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