Written succession or continuity plan Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Emergency client coverage Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Leadership alignment on succession Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Top client relationships are shared beyond one senior leader Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
New business generation is not dependent on one or two people Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Client service processes are documented and followed Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Relationship handoff planning is active Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Client and staff transition communication is clear Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Credible successor exists today Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Next-generation client relationship strength Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Current team capacity Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Role, scorecard, and compensation are clear enough for a search Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Team continuity through transition Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Book or account ownership is transferable Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Renewal or recurring revenue continuity is protected Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
Succession economics or buy-in expectations are clear Select one High concern / not in place Some concern / informal Mostly in place Strong / well established
The external market is visible before urgency hits Select one High concern / not in place Some concern / informal Mostly in place Strong / well established