September 1, 2026
The NCUA Succession Planning Rule for Credit Unions
The NCUA succession planning rule took effect January 1, 2026. What 12 CFR 701.4(e) requires: covered positions, plan contents, and the 24-month review.
Read the article →Field notes on who's next.
Practical writing on succession planning: how to build plans that hold up, spot the people who can scale, and keep a bench honest. No content farm; published when we have something to say.
September 1, 2026
Internal Promotion vs External Hire: What the Evidence Says
External hires cost 18 to 20 percent more, review worse for two years, and leave sooner. When going outside is right, and why the choice is made years early.
Read the article →August 12, 2026
Succession Planning Training That Changes the Ratings
Most succession training teaches the framework and skips what breaks: writing evidence, separating potential from polish, and holding a rating under challenge.
Read the article →July 6, 2026
What Your Managers Need Before a Talent Review
A prep guide for managers walking into a talent review: gather evidence, separate performance from potential, and defend a placement when it's challenged.
Read the article →July 6, 2026
Is Your 9-Box Grid Secretly Biased?
Research on gender bias in 9-box potential ratings, why the potential axis is exposed to bias, and what actually helps versus what just feels like it does.
Read the article →July 4, 2026
Family Business Succession Planning
Family business succession planning is two transitions, ownership and leadership: why most family successions stall, and where to start.
Read the article →July 4, 2026
Succession Planning Metrics That Matter
The succession planning metrics that show whether a leadership pipeline works: bench coverage, readiness, internal fill rate, and time-to-fill.
Read the article →July 4, 2026
The Role of HR in Succession Planning
What HR owns in succession planning and where the business takes over: running the process, calibrating assessments, and reporting to the board.
Read the article →July 4, 2026
Succession Planning vs Replacement Planning
One answers who covers the seat this week. The other answers who could grow into it. Confusing them is expensive, and serious organizations run both.
Read the article →July 4, 2026
How to Run a 9-Box Talent Review Meeting
A working agenda for a 9-box talent review: prep placements, facilitate the calibration debate, handle the traps, and leave with owned decisions.
Read the article →July 4, 2026
Why Succession Plans Fail (and What Survivors Do)
Five failure modes that kill succession plans, and what the teams whose plans survive do differently.
Read the article →July 4, 2026
How to Identify High-Potential Employees (Without Guessing)
Criteria for identifying high-potential employees: separate performance from potential, avoid visibility bias, and build a HiPo process managers trust.
Read the article →July 4, 2026
The Succession Planning Process, Step by Step (7 Stages)
The succession planning process in seven stages, from role criticality and success profiles through assessment, development, review cadence, and measurement.
Read the article →July 4, 2026
How to Build a Succession Plan That Survives Reality
Pick the roles that would actually hurt, score candidates on evidence, and keep the plan true after kickoff.
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See where your bench breaks before it matters.
Bring your real org chart. We show you the succession gaps, cascade risks, and bench depth in a 30-minute walkthrough. IT security questions answered on the same call.
IT review first? The FAQs answer the security questions honestly →