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ABA: The American Bankers Association
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Succession Planning for Banks

Succession Planning for Banks is a simple, targeted framework to identify new leaders and successfully manage critical staffing transitions.

Designed specifically for financial institutions, this comprehensive guide from ABA offers practical steps and resources for developing and implementing a customized bank succession plan. Through scenarios and customizable materials, the guide helps human resources and senior management identify potential internal candidates to fill key leadership positions, as well as the development opportunities that will help them succeed. Use the entire guide, or work through the sections and scenarios that meet your bank’s specific needs.

  1. Introduction to the Succession Planning Process
  2. CEO and C-Suite Succession Planning
  3. Manager-level Succession Planning
  4. Board Succession Planning
  5. Documenting and Monitoring your Succession Plan

Customizable charts, printable resources and communication tools include:

  • A point-based questionnaire to assess organizational readiness for succession planning
  • A budget worksheet to help plan the cost of planning, recruiting, assessment and training
  • A tool to assess candidates based on past performance and future potential
  • A profile development guide with factors to consider around a candidate’s competencies, skills, and experience
  • Review a list of all included resources

Also of Interest

Key Considerations for Creating Successful Boards — ABA Banking Journal, July/August 2015.

Planning Guide

ABA Member Price: $465

Non-Member Price: $585

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This product is accessed through ABA's Learning Management System (LMS). After purchase, the item will be added to your Transcript in the LMS, where you can download the materials.

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