Read roles
Succession plan
preparation
Mage connects your position register, approved plan and management updates, then prepares a versioned succession plan and open-input list for credit union board review.
Read plan
Match roles
Check scope
Route gaps
Build plan
Track changes
Board pack
Succession review planPLAN-04 · SCOPE-03
Board review draft9 of 12 positions documented3 open inputs
POSITION PLAN · POS-FINFinance lead
- Anticipated vacancy
- Unknown
- Permanent-fill plan
- FILL-04
- Recruiting strategy
- Awaiting update
- Input owner
- HR + Finance
DOCUMENTED / COVERED POSITIONS
Board seats5 / 6
Management3 / 4
Critical roles1 / 2
31 Oct 2026 · v042 recruiting updates · 1 position crosswalkBoard approval and successor decisions remain open
Position plansChangesOpen inputs
A review plan built around the positions you cover
Keep board seats, management and designated critical roles connected to approved fill plans, recruiting strategies and unresolved inputs.
JOB-014 → POS-FINFinance lead
- Anticipated vacancy
- Unknown
- Fill-plan reference
- FILL-04
Board seats5 / 6
Management3 / 4
Critical roles1 / 2
Covered positions, matched to their plan inputs
Reconcile position IDs and approved scope, then show which documentation is present and which owner updates remain open.
Prior approvedv03
Prepared draftv04
Recruiting updates2 open
Position crosswalk1 open
The changes since the last approved plan
Compare the prepared version with the approved plan and retain recruiting updates and unresolved position mappings.
OWNER FOLLOW-UP DRAFTFinance lead
POS-FINRecruiting strategy update needed
Assigned ownerHR + Finance
Link to PLAN-04 · v04A specific follow-up for each missing input
Prepare an owner-assigned request with the position, missing information and plan reference your team needs to review.
More time for planning and board review
Less repeated
plan assembly
Measure the work spent gathering management updates, reconciling positions and preparing the board-review pack.
Open plan inputs
kept visible
Track documentation for approved positions, keeping unknown vacancy dates visible.
Plan changes
ready to review
Keep the prepared document connected to prior approvals and the updates that changed it.
How Mage fits
Keep your approved planning records connected
Combine authorized HR and board-position exports with your versioned plan library and approved management updates.
Your systems
Position register
Job and board-seat IDs and effective dates
Approved plan
Covered scope, versions and recorded approvals
Management updates
Fill plans, recruiting strategy and known vacancy dates
The workflow between your tools
- 1Reconcile covered positions
- 2Keep missing inputs open
- 3Prepare the plan and changes
Prepared outputs
Board-review pack
Position plans and retained references
Change appendix
Updates since the prior approved version
Owner follow-ups
Missing input, position and responsible owner
Your management and board retain scope, successor selection, strategy and plan approval.
A board-review plan with its changes and open inputs
Prepare the current position plans, change appendix and owner follow-ups from the records and review schedule your team approves.
Explore all solutionsPrior approvedv03
Prepared draftv04
Recruiting updates2 open
Position crosswalk1 open
OWNER FOLLOW-UP DRAFTFinance lead
POS-FINRecruiting strategy update needed
Assigned ownerHR + Finance
Link to PLAN-04 · v04Succession review planPLAN-04 · SCOPE-03
Board review draft9 of 12 positions documented3 open inputs
POSITION PLAN · POS-FINFinance lead
- Anticipated vacancy
- Unknown
- Permanent-fill plan
- FILL-04
- Recruiting strategy
- Awaiting update
- Input owner
- HR + Finance
DOCUMENTED / COVERED POSITIONS
Board seats5 / 6
Management3 / 4
Critical roles1 / 2
31 Oct 2026 · v042 recruiting updates · 1 position crosswalkBoard approval and successor decisions remain open
Position plansChangesOpen inputs
Learn
Define the covered positions
Agree the approved scope, position IDs and plan inputs the board reviews.
Design
Connect plans and updates
Map versions, documentation checks and owners for unresolved information.
Automate
Prepare the next board pack
Validate one review cycle, then refresh the plan, changes and follow-ups.
Prepare your next succession-plan review with Mage
Tell us which positions and approved planning records your HR team collects for the board-review pack.