Capability Assessment

Succession Planning for a National Social Impact Organisation

Date Posted:25 June 2025
Consultant:Dr Marcele De Sanctis

Succession Planning for National Social Impact Organisation Provides Board with Clarity over Readiness Levels, Developmental Needs and Business Continuity Recommendations

 

 

 

 

 

 

Executive Succession Planning

The Brief

A national social impact organisation engaged Future Leadership to support succession planning for its CEO and executive team.

The objective was to provide their Board and current CEO with a clear view of the internal talent pipeline and the readiness of leaders to step into critical executive roles. The work was designed to inform their broader talent strategy regarding talent acquisition and internal capability development.

25%25%

Increase in Leadership Effectiveness

Organisations using psychometric assessments like Hogan for leadership development report a 25% improvement in leadership effectiveness and decision-making.

Reference: Hogan Assessments, "The Business Impact of Personality" (2020)

30%30%

Increase in Employee Engagement

Companies that implement capability assessment programs experience a 30% increase in employee engagement, as assessments help align employees with roles that match their strengths and potential.

Reference: CIPD, "Talent Management: Understanding the Dimensions" (2018)

40%40%

Reduction in Turnover

Organisations using psychometric assessments as part of their talent management strategy see a 40% reduction in turnover among high-potential employees.

Reference: SHRM, "Using Assessments for Talent Management" (2019)

20%20%

Improvement in Team Performance

Teams that undergo capability assessments show a 20% improvement in overall team performance due to better role alignment and understanding of individual strengths and development areas.

Reference: Gartner, "Harnessing the Power of Assessments for Team Success" (2021)

The Process

The succession planning process was structured around three core phases:

  1. Stakeholder Consultation
    Interviews and workshops were held to co-design Success Profiles for five key executive roles.
  2. Success Profile Development
    Each profile articulated the future-focused capabilities, experiences, and leadership attributes required for success in each role.
  3. Executive Assessment and Talent Mapping
    Internal candidates were assessed using a combination of psychometric tools (e.g., Hogan 360 and Hogan suite of personality tools) and Career Experiences Interviews. Future Leadership also gathered blind talent profiles to benchmark current executives against market capability.

Individuals received comprehensive individual development reports summarising results relative to the Success Profiles. A consolidated group report was provided the Board with commentary on individual potential and capacity for future roles, and development recommendations.

The Advisory Team's Impact Across Clients Through Survey Feedback

40% Increase in Self Awareness

Individuals’ awareness of motives, values, strengths and development needs

24% Increase in Motivation

Individuals’ motivation to apply learning, insight and further develop

54% Increase in Confidence

Individuals’ confidence in their abilities and impact as a leader

37% Increase in Role Clarity

Individuals’ clarity around success factors associated with their role

The Outcome

The process delivered strategic insights and practical tools to inform our client’s CEO and executive succession planning processes. They gained:

  • Clarity on Talent Readiness: A clear understanding of which internal leaders were ready now, ready soon, or required further development.
  • Informed Talent Strategy: The findings enabled our client to make evidence-based decisions about whether to build, borrow, or buy capability for each executive role.
  • Leadership Development Focus: Specific development needs and opportunities to strengthen the internal pipeline for future executive transitions.

Consultant

Dr Marcele De Sanctis

Managing Partner View Profile
Australian-Aboriginal-Flag Torres_Strait_Islanders_Flag Tino-Rangatiratanga-Maori-sovereignty-movement-flag

We acknowledge the first and continuing custodians of the countries and the grounds upon which we live, lead, and learn. We recognise the unique and enduring relationship that exists between Indigenous Peoples and the land the world over. We welcome their deep knowledge and lessons in stewardship.