Succession planning that closes the readiness loop
Identify successors for every business-critical role, rank their readiness with a live score, compare candidates side by side, and drive individual development plans whose progress feeds straight back into that score.
The problem
When a critical role opens unexpectedly, months of vacancy and expensive external hiring follow. Succession decisions are made reactively, from scattered spreadsheets and once-a-year talent reviews, so nobody can confidently answer: if this person left tomorrow, who is ready to replace them?
The solution
Every critical role gets a governed plan with ranked, scored candidates. A readiness score blends development-plan marks with peer and supervisor feedback, updates automatically as activities are completed, and drives a side-by-side comparison so the right successor is obvious.
Everything a succession pipeline needs
Every capability below is implemented in the module.
Critical-role succession plans
Open a governed plan against any role, set its criticality, and track it through a Draft, Submitted and Approved workflow with a full chatter history.
Automatic readiness scoring
Each candidate's readiness score blends development marks with peer and supervisor feedback, mapped to a four-level readiness rating and an A-D grade.
Side-by-side candidate comparison
Compare every nominated successor for a role on readiness, average mark, review score and rank in a single dedicated screen.
Development plans that close the loop
Give each candidate objectives with weighted activities; completing an activity updates its mark and progress, which recomputes readiness automatically.
Approval workflow with notifications
Submitted plans notify the responsible user, and approving or rejecting a plan emails the outcome and logs an approval note on the record.
Role-based access
Monitoring users get a read-oriented view of the plans they own, watch or follow; Responsible users get full edit and approval rights.
Peer and supervisor feedback
Collect structured feedback with a rating, strengths and improvement notes; only submitted feedback counts toward the review score.
Optional local AI-assist
A one-click AI summary of a candidate's feedback and marks runs as a local heuristic — no external API key, no per-transaction cost, no data leaves Odoo.
Guided setup wizard
Configure the AI toggle, the readiness weighting and the default criticality through a wizard that validates the weighting live before you save.
How it works
Open a plan
Create a succession plan for a critical role and set its criticality.
Nominate candidates
Add successors, give them development objectives and activities, and collect feedback.
Compare readiness
Review the automatically computed readiness score, grade and rank side by side.
Submit and approve
Submit the plan for approval; the responsible user is notified and the decision is logged.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. The AI summary is generated by a local heuristic inside Odoo — there is no external API key, no per-transaction cost, and no candidate data ever leaves your database. You can also disable it entirely in Settings.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Succession Planning
Succession plans for critical roles with automatic readiness scoring and side-by-side candidate comparison — closed out by development plans, peer feedback and approvals.
Buy on Odoo App Store