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Choosing the right succession planning software can feel overwhelming, especially with so many options out there. You need a tool that identifies emerging leaders, develops talent, and secures your organization’s future.

This guide covers the best software to make succession planning simpler and more effective, so you can build a leadership pipeline with confidence.

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Best Succession Planning Tools: Pricing Comparison Chart

This comparison chart summarizes pricing details about my top succession planning software selections to help you find the best software for your budget and business needs.

Best Succession Planning Software Reviews

Below you’ll find my detailed assessment for each succession planning platform that made it into my top 10 list, including notes on each tool’s best use case, noteworthy features, and software integrations. I’ve also included screenshots to give you a snapshot of the user interface.

Best for AI-powered career progression frameworks

  • Free demo available
  • Pricing upon request
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Rating: 4.8/5

Deel Engage is a talent development platform that integrates tools for learning management, performance evaluation, and career progression. It is designed to meet the needs of organizations looking to cultivate their future leaders through structured and strategic succession planning.

Deel is an excellent succession planning software because of its AI-powered career progression frameworks and advanced performance management tools. These features allow companies to define clear career paths and competencies, making it easier to identify employees with leadership potential.

The platform’s customizable performance reviews and 360° feedback system provide in-depth insights into employee capabilities, ensuring that future leaders are recognized and developed based on accurate and comprehensive data.

Additionally, integration with advanced analytics tools, such as heatmaps and 9-box grids, enables organizations to visually map out talent and identify skill gaps, ensuring that potential leaders are equipped with the necessary skills and experiences. 

Deel Engage also offers an extensive library of training resources and a learning management system for employees to access high-quality learning materials that support their growth and development.

Deel integrates with Deel HR, and other HR systems like BambooHR, Workday, and Personio. You can also integrate with Slack or access custom integrations with its open API.

Best platform to matching future leaders with executives and senior mentors

  • Free demo available
  • Pricing upon request
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Rating: 4.6/5

Qooper is an employee learning platform with the capacity to create personalized learning plans for employees and pair mentors and mentees for coaching and development. Organizations can use the software to create role-specific growth plans for individual contributors and to match potential leaders with mentors they can work with towards their goals.

Learning programs can include video content and assessments as well as podcasts and articles. All learning materials can be stored and organized within the software, making it easy to repurpose items for multiple learning programs and keep content up-to-date. Groups can be established in the software for cohorts of employees to partake in specific training or learning initiatives together, at the same time.

As for leadership development, the standout feature offered in the system is its mentorship matching tool. Employees can be paired with a senior staff member or someone external who has expertise in their job function. Mentors and mentees can conduct their coaching sessions directly in the software, using its meeting agendas, icebreakers, and mentorship activities to guide them. Goal setting and tracking is also available in the platform.

The software integrates with several other SaaS tools including ADP, BambooHR, Google Workspace, Microsoft Teams, Oracle, Outlook, Slack, Workday, and Zoom. Pricing is available upon request.

Best for scenario modeling

  • 30-day free trial
  • From $199/seat/month
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Rating: 4.8/5

Agentnoon is an AI-powered organizational design and workforce planning platform that helps you drive effective transformations within your company. By integrating financial and operational data, it enables you to model various business scenarios and assess their impacts in real time. 

I like Agentnoon's robust scenario modeling feature. This allows you to create and compare multiple organizational structures, helping you visualize potential leadership transitions and their effects on your company's performance. By modeling different succession scenarios, you can proactively address potential challenges and ensure a seamless leadership pipeline.

Another unique aspect is Agentnoon's Intelligent Design capability. This feature leverages AI to provide data-driven insights into your organizational structure, identifying areas that may benefit from leadership development or restructuring. With this information, you can make informed decisions about talent development and succession planning, ensuring your leadership team is well-prepared for future challenges.

Some integrations include Workday, Oracle, SAP, UKG, Dayforce, and ADP.

Best for linking performance management with succession planning processes

  • Free demo available
  • From $5 to $10/user/month
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Rating: 4.8/5

PerformYard is a performance management software that provides flexible features for HR teams to support an effective succession planning strategy. HR teams get the tools they need to identify high-performing team members for future opportunities, while employees get a streamlined experience so they can focus on development.

With PerformYard, you can customize the software to fit the strategy that’s right for your organization's succession planning needs. For example, their performance management tools, including 360-degree reviews, project-based reviews, rating scales, continuous feedback, and cascading goals can be customized to include long-term career development prompts to tap into future advancement potential and goals.

PerformYard's simplified employee experience helps facilitate useful feedback and quality conversations. They also provide dedicated customer success managers for every customer to manage their implementation from onboarding to employee training, to ongoing support.

PerformYard integrates with most major HRIS/Payroll systems including ADP, BambooHR, Gusto, Rippling, UKG, Paycom, Workday, and Paylocity.

Best for deep workforce planning features

  • Free demo available
  • Pricing upon request
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Rating: 4.2/5

Cornerstone is a data-driven workforce planning software that helps businesses align employees with their organizational goals. Their platform aggregates workforce data into visual formats that make it easy for key stakeholders to digest. As well, their system links details such as staff headcount, budget, performance and organizational structure together so you can make decisions quickly if your business environment changes unexpectedly.

The Cornerstone system supports succession planning through their scenario modeling feature. Using their “what if” models, you can create scenarios and run through potential changes to your organizational structure depending on a variety of factors. You can also compare past organization structures with the future, to see how your structure has evolved over time.

Cornerstone is technically an HCM (human capital management) platform. In addition to their deep workforce planning features, their platform has modules to support recruiting and onboarding, learning and development, performance management, engagement, and core HR data management.

Integrations with Cornerstone are not noted on their website, though they do have an API to support them.

Best for a combined succession planning and LMS to facilitate upskilling

  • 30-day free trial + free demo
  • Pricing upon request
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Rating: 4/5

Built for businesses of all sizes, PeopleFluent helps companies hire, develop, engage, and upskill their employees through a combination of key tools. In addition to succession planning tools, their system also has features for recruitment, performance, compensation, learning, talent mobility, and organizational charting.

Their succession dashboard is designed to help HR teams identify their top talent, and make data-driven decisions to guide their development towards fulfilling the next generation of leadership roles. You can develop talent pools for specific key positions, and map out career pathing options to ensure your next-in-line staff will be ready when a vacancy arises.

The system includes tools to facilitate mentoring and create career development plans as well. Plus, their incorporated Learning Experience Platform makes it simple for HR managers to develop key staff and help them acquire the new skills they’ll need to advance.

PeopleFluent integrates with 20+ common HR software solutions including Affirmity, Breezy HR, CognosOnline, CourseWare, e-learnmedia, Gomo Learning, Hit Point, Open Sesame, Stratagile, VectorVMS, Watershed and others.

Best for enterprise-level succession planning and mentoring programs

  • Free trial + free demo available
  • Pricing upon request
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Rating: 3.8/5

SAP SuccessFactors supports succession planning at the enterprise level with their Succession & Development software.

Their system helps to ensure you place the right people in the right roles with a built-in tool to uncover hidden talent through a company-wide search of employee talent profiles. Tools to streamline competency and skill assessments, as well as a nine-box matrix rating grid, also help human resources teams identify the top and bottom performers in any team.

The system goes beyond just matching employees with roles and offers more features in the area of strategic succession management. This includes functions like assessing the risk and impact of a key talent loss, identifying employees who are flight risks, and tools for assessing your bench strength.

Their “what if” scenario function also helps users plot the domino effect of proposed succession plans by generating different outcomes in a visually digestible way. Another rich feature I haven’t seen with other platforms is how SAP’s system creates mentoring programs and automatically matches mentors with mentees.

SAP can be set up to integrate with other software, either through their API or via pre-packaged integrations. They also have a full-feature mobile app for iOS and Android users too.

Visually rich employee assessment and development platform, well-suited for compliance-heavy industries

  • Free demo available
  • Pricing upon request
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Rating: 3.9/5

Arcoro’s HR software platform helps HR teams hire, manage and grow their talent. Their system includes everything from an applicant tracking system (ATS) and onboarding tools, to performance management, learning management and succession planning tools. It’s a widely used option across industries with specific compliance, legal, and drug & background screening needs.

Their succession planning module works hand-in-hand with their performance management module, making it easy to assess employee competencies at a glance using their comprehensive employee scorecards. Managers and other decision makers can also assess employees using a 9-box talent matrix, which gives a clear visual of when an individual is ready for a promotion. Performance reviews within the system also feed into actionable development plans, making employees accountable for addressing any skill gaps before they can advance. As well, the platform also hosts a learning management system to help your staff with upskilling too.

Formerly known as BirdDogHR, Arcoro integrates with popular technology platforms such as Indeed, LinkedIn, ZipRecruiter, US.Jobs, Glassdoor, Quickbooks, and others.

Pricing details are available upon request. Via their website, you can also request a free HR Assessment to help you figure out which modules your business needs.

Best for succession planning tools within a comprehensive HRMS system

  • Pricing upon request
Visit Website
Rating: 4.8/5

Empxtrack is an HRMS (human resources management system) that has modules for recruitment, performance appraisals, 360-degree feedback, exit management, payroll (India-specific), and strategic HR functions. Their succession planning software—included in their strategic HR package—ensures business continuity by helping organizations identify key leadership roles and giving them the tools to build talent pipelines of potential successors to fill those roles in the long term.

You can get a sense of their detailed process in the screenshot above. Their system helps management teams identify their high potential employees (which they call HIPOs), and evaluate them thoroughly. Performance evaluations for succession planning are completed through a combination of surveys to get feedback from senior staff, and ratings on a 9-point or 12-point performance potential matrix, as shown above. You can also assign a mentor to help coach each future leader into their long-term position.

Empxtrack integrates with many HR tools through their API, but specific software providers are not listed on their website. One nice feature is that they offer online customer support 24x7.

Pricing details for the strategic HR solutions package are available upon request. However, other modules within their system, such as their Employee Portal and HRIS, Performance Appraisals, 360-Degree Feedback, Payroll (India-specific), Leave Management, Attendance, and Exit Management can be used for free with some limitations on users and reports.

Holistic suite of talent assessment tools, based on predictive psychometric data

  • 14 days free trial
  • Pricing upon request

Plum is a talent assessment platform that supports objective data-driven decision making throughout the employee lifecycle using predictive psychometric data. Wondering what that means exactly? Basically, their platform is built on decades of proven industrial/organizational (I/O) psychological research, meaning it has a lot more substance behind it than other talent management software solutions.

Beyond just succession planning, their platform offers a holistic suite of other talent assessment features such as tools for workforce planning, internal mobility, quantifying job fit, spotting hidden potential, growing people, and improving team work. The combined force of these modules allows management teams to build deeper succession pipelines by looking across their workforce to spot people with the right skills to succeed in critical roles.

Other helpful succession planning features include the ability to determine role needs and update job criteria for each position quickly and easily as things change. Objective performance measurement tools including a 9-box exercise also help to remove bias and guesswork from decisions around promotion. Lastly, you can create personalized talent development plans for all employees who are identified as potential successors, ensuring they’ll gain the skills and experiences they need to be successful.

Plum integrates with Greenhouse and SAP SuccessFactors right out of the box. However, their API can be used to connect with many other software solutions such as your HRIS (human resources information system), or ATS (applicant tracking system).

Pricing details are available upon request. A free demo and a 14-day free trial are also available.

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Other Succession Planning Software Options

Here’s a few more succession planning tools that didn’t make the top list:

  1. Eightfold

    For an AI-driven talent intelligence platform

  2. TalentGuard

    Talent management system for detailed talent pool comparisons

  3. Bullseye Engagement

    For a 10-step succession plan development process

  4. ChartHop

    For a dynamic visual charting tool including employee engagement features

  5. Lattice

    For performance, growth, goals, and compensation management in one place

  6. Motivosity

    Forward-thinking leader development tool that facilitates personalized succession plans and key player evaluations

  7. MentorcliQ

    For pairing employees with mentors for professional development

  8. Paycor

    For connecting performance and learning with succession planning

  9. Pingboard

    Transparency and culture building tool that supports dynamic org charts capturing current and future reorg ideas - including a free succession planning downloadable template.

  10. Ingentis org.manager

    Powerful charting and scenario modeling tool that can visualize data from any source

Selection Criteria for Succession Planning Software

Wondering which features I look for when selecting the best succession planning tools? Here’s a summary of my evaluation criteria: 

  • User Interface (UI): I appreciate visual elements that simplify the planning and evaluation process. This includes elements like visual employee scorecards and 9-box grids showing performance potential or skill maps. Visual dashboards and features like side-by-side comparisons, or dynamic organizational chart functions are also very useful.
  • Usability: I prioritize systems that have straightforward processes, are easy-to-use, and incorporate data from other talent management systems or modules to reduce any data entry requirements. 
  • Software Integrations: I look for systems that integrate with other commonly used HR software solutions, such as human resource information systems (HRIS) or learning management systems (LMS). 
  • Value for Price: While I always prefer software with transparent pricing models, those details aren’t always readily available. Instead, most of the software in this list is customizable depending on the modules you need. Therefore, the pricing isn’t published as a one-size-fits-all cost. 

Features of Succession Planning Tools

As you dive deeper into our list of the best succession planning software, you’ll notice they fall into several software sub-categories. Succession planning features are often rolled into talent management platforms or workforce planning tools. Or they may exist as modules within a larger HRIS or HCM (human capital management) system. That said, there are some common features you can expect from any of the top succession planning tools: 

  • Talent pools and pipelines: Both are essential components of any succession plan. Talent pools are a shortlist of candidates you are assessing for a future role, and talent pipelines are a way to mark the most promising candidates for future advancement toward a specific role. 
  • Advanced performance management and assessment features: Succession planning should always incorporate an employee’s performance history. Since we’re talking about planning the future of your business, it’s reasonable to assume you’ll naturally want to invest more in your highest performers. The best systems have integrated functions to assess competencies and skill gaps.
    • Development plans: It’s one thing to tell an employee you’d like them to advance. It’s another thing entirely to show them how to get there, and give them the tools to make it happen. Development plans, often the output of advanced performance reviews, are concrete plans that spell out the skills and experiences required to get employees to the next level of their career. 
    • Comparative tools: To help you determine which candidate is best suited for a future role, features like side-by-side comparisons, scorecards, and skill matrices are very important.
  • Advanced modeling tools: Since succession planning is all about securing a company’s future, advanced modeling tools are a basic requirement for success.
    • Dynamic organizational charting: Since most people are visual learners, dynamic organizational charts (org charts) are a key feature for any top-level succession planning tool. Charting features should include drag-and-drop changes, and past, present and future modeling options.
    • What if scenarios: While often tied to org chart modeling, “what if” scenarios are crucial in that they highlight specific situations that need addressing. They can be completed for all key leadership positions, as well as for other internal functions where you may have a lack of skill redundancy. For example, if only one person in your company knows how to process payroll, what’s going to happen if something happens to them? 

What is Succession Planning Software?

Succession planning software is a tool organizations use to help them identify and prepare internal talent for key leadership positions in the future. This type of software includes tools to identify high-potential employees, create tailored employee development plans, and monitor employee performance toward development goals. They also allow you to create succession models for different leadership change scenarios so your organization is ready if a key member of your leadership team resigns or needs replacing.

Succession planning software helps organizations improve employee engagement and retention for high-potential employees, and supports better data-driven strategic planning through skill matching and unbiased candidate comparisons. In addition, it helps organizations proactively reduce potential risks of leadership changes and future-proof their company for any unexpected circumstances.

Frequently Asked Questions about Succession Planning

Still have a few more questions? These answers to frequently asked questions should get you straightened out.

What is succession planning?

Succession planning is the process of planning for future leadership and management changes. It’s the act of creating a talent pipeline for key positions within your company and determining who has the right skills for those roles. But it’s more than simply adding the names of the next-in-line to a spreadsheet. Succession planning should be a thoughtful process.

When executed well, succession plans create development opportunities for existing employees to advance. With long-term plans aligned to their personal goals, employees will be more engaged in their roles and less likely to leave. With time for proper training and development, they’ll be able to step into a more senior role at short notice. It’s an essential component of improving employee retention and reducing employee turnover amongst your senior staff.

Why is succession planning important?

Succession planning is a crucial component of ensuring business continuity and longevity. It ensures you have a plan in place for when leaders or other key employees resign, retire, or are no longer able to work. It’s also an important component of talent management within your company. By providing opportunities for advancement, your employees will have higher engagement in their roles and embrace their long-term future with your company.

While succession planning is certainly an essential function, the statistics may surprise you. Research from 2019 found that only 35% of organizations had a formal succession planning process in place.

Since then, of those companies that did have a leadership and development program in place, 70% have rescheduled or delayed them due to the COVID-19 pandemic, and only 15% have increased them. That’s a frightening trend considering the amount of baby boomers set to retire by 2030.

Need more motivation? Don’t forget the financial impacts of having an under-developed succession plan. Harvard Business Review reports that the direct cost of replacing a failed executive can reach up to 10x their salary.

Why should you use succession planning software?

If the last few years have taught us anything, it’s that the future is never certain. You may feel like your organization is in a good position right now, and that may be true today. But, do you have a succession plan in place for when your current leaders retire? Do you have enough redundancy to back-fill your other key positions? What’s your game plan if someone resigns unexpectedly, or is no longer able to work?

Succession planning software organizes the planning process and puts plans into action. Succession planning tools will assess all candidates in your talent bench objectively, and uncover their hidden potential. They’ll also help you develop talent pools of future leaders, and offer tools to keep them engaged and developing in the meantime.

What Do You Think About This List?

Now that you’ve gained a deeper understanding of the importance of succession planning and the tools you need to do it, what will your next steps be? 

Did this article satisfy your curiosity? Or do you need additional information to help you with your workforce planning, strategy, and benefits

Still, trying to wrap your head around these top-level HR processes? Take a look at our article on organizational development for some additional advice. 

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Kim Behnke
By Kim Behnke

Kim Behnke is an HR Tool Expert & Writer for People Managing People. She draws on her 9 years of human resources experience and her keen eye for systematic processes to support her analyses of the top HR tools on the market. She is passionate about maximizing efficiencies and streamlining workflows to ensure internal systems run smoothly. Kim's HR experience includes recruitment, onboarding, performance management, training and development, policy development and enforcement, and HR analytics. She also has degrees in psychology, writing, publishing, and technical communication, and recently completed a Certified Digital HR Specialist program through the Academy to Innovate HR. When away from her desk, she can usually be found outside tending to her ever-expanding garden.