CEO Succession Planning and Talent Oversight

One of the board’s key responsibilities is deciding to replace the CEO and selecting a new leader. This resource center provides guidance and tools that will ease the process of succession planning and ongoing talent oversight. For more information on compensating the CEO, see NACD’s Resource Center on The Compensation Committee.

Thought Leadership & Research

Governance Challenges 2019: CEO Succession Planning The Board's Role in a New CEO Transition Blue Ribbon Commission Report on Talent Development Benchmarking data on CEO succession planning The Compensation Committee’s Role in the Oversight of Talent Development The Role of the Executive Chair Takeaways from roundtable discussions on talent strategy Splitting or combining the CEO and chair Board Oversight of Human Capital Strategy and Risks

Expert Commentary

Prepare for More–and More Complex–CEO Successions Think CEO Progression, Not CEO Succession Championing Successful CEO Succession A Three-level Approach to Better Board Oversight of Talent and Culture Succession Planning Best Practices from Kimberly-Clark How Baker Tilly chose its new CEO Compensation Strategies for Succession Planning When CEOs Go Rogue: Director Oversight of Corporate Goodwill and Social Capital Considering long-term incentives for retiring CEOs Overcoming talent development challenges Leading Minds of Governance: Board Composition and Talent Oversight

Advisory Services

NACD's In-Boardroom Education programs NACD’s Ongoing Advisory Services for coaching and mentorship

Boardroom Tools & Templates

CEO Annual Evaluation Form Sample CEO Succession Process Sample Risk Dashboard for Talent Development and Retention Sample Talent Matrix Sample Readiness and Succession Charts Executive Profile Template GE’s CEO succession disclosure (p. 1) Pfizer CEO succession press release American Express’ governance guidelines on management succession (p. 9) Alphabet’s 10-K risk factor disclosure on loss of key personnel (p. 16) SEC Staff Legal Bulletin on disclosure of CEO succession plans (section C) ISS’ proxy voting guidelines on CEO succession planning (p. 18) CII’s policy on CEO succession planning (section 2.8)

Upcoming Events

Master Class Director Professionalism® NACD Global Board Leaders’ Summit (Sep. 21–24, 2019, in Washington, DC)

Videos and Webinars

Strategizing for the Workforce of the Future Oversight of the Global Talent Pipeline