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A matrix designed for both use throughout and as a result of the future leader identification portions of the succession management process. It is meant as a tool to 1) capture data of each targeted individual's job performance and 2) an assessment of each targeted individual's potential for higher leadership roles. The higher the performance-by-potential combination, the more the company views the individual as having potential for increasingly higher roles and responsibilities. It serves the primary purpose of summarizing the strength of future leadership capabilities in the organization. By placing all targeted employees (at a certain organizational level, job function, or department) on a single form, top leadership can see the relative volume of potential leaders or promotable employees. It is used as a tool to review the strengths and weaknesses within a company, business unit, or function, and as such informs future action planning relative to talent gaps and development priorities.
A four-step process is typically followed with this tool: