Succession Planning Software That Keeps Your Organization
Transition-Ready!
Everything you need to build and administer Management Succession Plans, Board Succession Plans and High Potential Leader Programs–all in one place.
Recognized Excellence in Succession Planning
Award-Winning Platform
2024 Silver Award Winner Best Advance in Succession Management
Industry Leader
4.9 Star Rating based on verified reviews from our clients.
Trusted Nationwide
Serving financial institutions, corporations, health care, and nonprofits.
Structured Succession Planning Workflow
Avoid the "Where Do We Begin" Paralysis. No more manual tracking or disconnected documents. SUCCESSIONapp® brings all of your succession plans into one organized, visual platform that is easy to use and follow.
Create Clear and Documented Plans
SUCCESSIONapp® transforms succession planning into a data-driven process. Easily track leadership readiness, communicate development plans with potential successors, and provide board members with the insights they need.
See Gaps Before They Become Problems
Get real-time visibility into your organization's management and/or board bench, so you can spot gaps before vacancies becomes crises.
The Bench Strength Builder™
Never Be Unprepared For Turnover Again!
Discover The Succession Planning Solution™ Framework and the steps to create a complete management succession plan so you ensure that you have bench strength.
Built for Organizations That Need Seamless Transitions!
Trusted by boards and executives across multiple industries.
Credit Unions
Meet NCUA requirements while building true bench strength.
Financial Services
Maintain regulatory compliance and leadership stability.
Healthcare Organizations
Prepare for physician and C-suite transitions.
Nonprofits
Ensure board continuity, governance stability, and mission preservation.
Enterprise Organizations
Manage complex leadership pipelines across departments and regions.
The Balanced Board Planner™
Make Sure Your Board is Ready!
Discover the things your organization should be doing in order to maintain a balanced board and prepare for turnover!
Build Your Succession Plans Today!
Choose the solution that fits your organization's needs, or combine them for a comprehensive succession planning solution.
- Ensure your board consistently embodies your organization's most critical competencies.
- Always have qualified candidates ready and available for board service.
- Have seamless transitions when director openings occur.
- Identify and cultivate your future board leaders early.
- Prepare high potential leaders for the next level through targeted development.
- Enhance employee morale and engagement across your organization.
- Build a stronger, more resilient leadership talent pipeline.
- Follow an easy, step-by-step process to develop your high potential leader program.
- You have bench strength in the event of a sudden or planned departure.
- Leaders are motivated to stay through structured development opportunities.
- Leaders have critical capabilities and are fully prepared when turnover occurs.
- You have a complete picture of your organization's overall bench strength.
- Customized strategy development to fit the needs of your organization.
- Facilitated succession planning sessions to help you through each step of the process.
- Ongoing advisory support.
- Leaders develop the skills needed to meet your organization's goals and navigate complex challenges.
- Your organization achieves greater alignment at all levels.
- You have succession-ready talent to sustain long-term organizational success.
