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TS-BGS-10 Trust & Stewardship Board Governance & Strategy CORE Compliance v2.9.7

Succession plan identifies young leaders

This criterion assesses whether the organization has developed a formal succession plan that specifically identifies individuals under 35 years of age for future leadership roles. It evaluates the organization's commitment to generational renewal, leadership continuity, and intentional development of young talent. The under‑35 focus is implemented as Equality Act 2010 positive action to address age under‑representation; it does not confer automatic preference at appointment. All appointments remain merit‑based (qawiyy & amīn) and within the charity’s governing document and trustee recruitment rules. Covers trustees (including chair), CEO/senior leadership, and heads of key functions.

KPI / Measure
MetricYoung leaders in succession plan & Readiness
Target≥2 named; ≥50% role coverage
FrequencyAnnual
MethodCount of individuals under 35 named in plan. Supplementary: Role coverage (%), IDP completion (%), Readiness movement (#).
UnitComposite
Maturity Levels
Level 1: Initial/Ad-hoc

Discussions about future leadership occur, but there is no formal process or plan to identify or develop young talent.

Level 2: Developing

An informal process exists to identify high-potential young individuals. Development is ad-hoc and depends on individual manager initiative rather than an organizational strategy.

Level 3: Established

A formal, documented succession plan exists naming at least two under-35s. Baseline readiness assessment is completed, but development is limited.

Level 4: Advanced

The succession plan is actively managed. IDPs are tracked with milestones, privacy notices are issued to candidates, and the plan is reviewed annually by the board.

Level 5: Optimizing

Youth succession is fully integrated. A quarterly dashboard tracks readiness movement and EDI. Emergency succession is tested annually. Evidence of positive action widening exists alongside merit-based selection.

Applicability

Organisation Types

ALL

By Organisation Size

SizeApplicabilityNotes
Micro exempt Formal readiness matrices, key role registers, and IDPs are entirely disproportionate for volunteer-run micro charities.
Small exempt Highly bureaucratic for small teams; informal mentoring and basic handover notes are sufficient.
Medium partial Should identify young leaders and have a basic succession plan, but complex readiness matrices and formal IDPs can be scaled down.
Large full
Major full

Applicable When

  • Organization has a governing board or equivalent leadership structure

Not Applicable When

  • The organization is a temporary or project-based entity with a legally defined end date, making long-term succession planning irrelevant.
  • The organization's governing charter mandates that all leadership positions are filled ex-officio or by appointment from specific external entities, precluding internal succession pathways.
  • The organization's membership and leadership eligibility criteria, as defined in its charter, are based on senior professional qualifications or experience that structurally preclude individuals under 35 from holding leadership roles.

Discussion (1)

Administrator 2026-03-07 11:07:41.898148

📋 **Version updated: 1.0.0 → 2.9.7** **Changes:** Updated islamic_references from mizan-297.json

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