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Thinking About Succession From the First Day

Succession is filed under exit planning, which puts it somewhere in the last two years of a tenure and makes it a matter of logistics.

The more useful framing is that it is a constraint on how you work from the beginning, and that a leader operating under it makes better decisions in the present, before any question of leaving arises.

What the constraint changes now

Hold the assumption that somebody else will be doing this within a decade and several ordinary decisions come out differently.

You write things down that you would otherwise carry, because a successor cannot inherit what exists only in your head. You distribute relationships rather than holding them, since a client who deals only with you is a liability disguised as an asset. You build the work so it can be operated by somebody with different strengths, which usually means less dependence on the specific thing you happen to be good at. And you give people real decisions early, because the alternative is a successor who has never decided anything.

Every one of those improves the organization immediately. None of them requires you to be leaving. A leader who adopts them at year two rather than year fifteen has not been planning their exit; they have been running the place better.

The indispensability trap

The instinct runs the other way, and it is worth naming because it is rarely conscious.

Being difficult to replace feels like security. Holding the key relationships, retaining the knowledge nobody else has, being the person the board calls: each of these makes a leader’s position safer in the short run, and none of them requires a decision to pursue. They accumulate through ordinary competence.

The trap is that indispensability is a ceiling. A leader who cannot be replaced also cannot be promoted, cannot take a genuine absence, and cannot leave without damaging the thing they built. What felt like security turns out to be confinement, and it is usually recognised as such around year twelve, when it has become expensive to reverse.

It is also worth being honest that this is not merely a psychological error. In some organizations, particularly family firms and small nonprofits, being indispensable genuinely is protective. The person weighing this is not being irrational. They are responding to a real incentive that the organization has created and could remove.

Successors are made by decisions, not by grooming

The word grooming suggests exposure: bringing somebody to meetings, letting them observe, explaining your reasoning. All of that is worth doing and none of it produces a successor.

Judgment is built by deciding things and living with the outcome. A person who has watched you decide for six years has watched. A person who has made forty consequential decisions of their own, several of which went badly and were survived, has something the observer does not.

Which makes the actual work of succession the transfer of decision rights on a schedule, starting far earlier than feels comfortable and including decisions you would have made differently. The uncomfortable requirement is letting some of them be wrong at a survivable scale, because a successor who has never been wrong in your presence has never been tested in the only way that matters.

More than one

Identifying a single successor early creates two problems and solves fewer than it appears to.

The named person becomes a target for everyone who was not named, and their development happens under a scrutiny that distorts it. Meanwhile the organization stops developing anybody else, so if the chosen person leaves, declines, or turns out to be wrong for it, there is nothing behind them.

Develop three or four people to the point where any of them could do it, and decide late. This costs more effort and produces a better outcome even if the eventual choice is obvious, because the three who were not chosen are now considerably more capable than they would otherwise be, and they are running the rest of the organization.

The founder’s version

For anyone who built the thing, the difficulty is sharper and is not primarily about capability.

A founder evaluating successors is comparing candidates against their own approach, and any genuinely capable successor will do things differently. That difference reads as a deficiency, and the assessment is frequently sincere. The result is a search that never concludes, conducted by somebody who believes they are being appropriately rigorous.

The correct test is not whether they will run it as you would. It is whether they can keep the thing alive and hold whatever must not change. Everything else was your preference rather than the institution’s requirement, and separating those two categories is most of the work of handing anything over.

The state-level version

What is true of one organization is true across Idaho at the moment, and the arithmetic is not favourable.

A generation that has run manufacturers through two recessions, managed water deliveries across drought years, and held county offices through booms and reversals is reaching the end of its working life. Every one of those people holds judgment that took decades to accumulate and exists nowhere else.

Whether any of it transfers is being determined now, mostly by default, in whether individual leaders treat succession as a scheduling problem to be handled at the end or as the deliberate work of years. A state whose institutions carry their judgment forward absorbs whatever arrives next. One that lets it retire unharvested relearns the same lessons at full price.

Edited by Patrick J. Wolf, PhD

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