Succession Planning IQ Bundle
Protect and Grow Your business by identifying ready leadership and expert talent for — now to next, and — known to the unknown
Everything You Need for Performance,
Coaching & Growth
Challenges
- Approaching retirement of key leaders or experts with no documented readiness plan
- You don’t know who’s ready for a critical role until you scramble when it goes vacant (and, were they engaged in their own path?)
- All your time is spent on the process - with little to no automation, on spreadsheets and slides – and instantly out of date
- Output is a “9 box” vs. input, with no actual, sustainable follow-through to develop talent (let alone accelerate development)
- Even with a structured process you don’t have a plan for 30-60% of your critical roles
- Blind spots in leadership and role readiness – can’t quantify who is “ready now” vs 12-18m (or when achieving certain skills and results)
- Your succession process only looks at internal job info versus overall experience, capabilities, fit, risk and aspiration
- You can’t defend nor ensure objective decision-making with quantifiable and transparent metrics for the business
- It’s impossible to, without Herculean effort, prepare for a CEO, BoD, PE / investor discussion on leadership continuity
- Existing HRIS (Workday, SAP, Oracle, UKG, ADP, Bamboo) captures basic data but does not generate succession intelligent
Solutions
We recognize you might be at different stages of maturity and sizing of a company, so we offer three solution alternatives to meet you where you are, while preparing to leapfrog to the future.
Intelligent Succession (One input. Automated Intelligence. Actionable Output.)
- AI Advisor – You identify the critical roles, we provide the magic in the middle, then you take board ready insights and act.
- AI Coach -- Predict cultural and behavioral fit while providing digital coaching to help accelerate development, all within the flow of work (i.e. Microsoft Outlook and Teams)
- +1 to your HRIS: Includes all elements of Foundational Succession (see below)
- You have data and know your critical roles, but not the time to do anything with it.
- We shrink your timeline by 75% to assess the current state of the succession slate for these roles.
- Monthly or Quarterly refresh of current talent vs your defined critical roles. Understand where you are given where you are headed.
- You get the insights without the work and without using our enabling software solutions.
- We can also help you accelerate readiness of this succession bench (consider adding digital coaching w/ “AI Coach” and generate individual development plans for your entire successor pool!)
- 9-Box (also 4 box, 6 box, 12 box) Talent Matrix
- Build Succession Plans
- Employee Talent Profile w/ Talent Match
- Talent Card
- Risk Assessment & Matrix
- Individual Development Planning
- Competency Management (add-on)
- AI Coach
- At-A-Glance Dashboard & Analytics
- Stay Interviews
To Help You Achieve
- Succession planning and management becomes a company growth and risk reduction strategy vs. compliance exercise
- Proactively managed leadership transitions instead of reacting to unexpected vacancies
- Greater Executive and Board confidence in leadership pipeline and expert bench readiness
- Increased trust through objective, data-driven and transparent succession recommendations and decisions
- A living succession strategy that evolves with your workforce and your changing needs
- Moving from simply assessing talent to actively preparing and engaging future leaders and experts
- Accelerated readiness, plus improved engagement and retention of this critical bench talent
- Better decisions supported by meaningful talent insights
- Predictive leadership intelligence for key actions such as M&A activity, PE portfolio review, new site start up.
- Directly measurable value of your system of talent intelligence versus a static HRIS system of record.
Business Impact
Higher Profitability
Lower Turnover
Less Absenteeism
Higher Productivity
Source: Gallup 2026 Meta-Analysis, 3.3M employees studied
Why BullseyeEngagement?
Every layer of talent intelligence from the talent review to the boardroom and C-Suite where the decisions get made
We are the ONLY HR Tech solution provider who applies predictive, recommended and digital coaching together to ensure business continuity of leaders and experts
We are #1 in providing “enterprise depth” at “mid-market” easy of use, pricing and speed
You don’t have to pay for our software if you’re not going to use it – we give you an option to understand and progress, and can evolve over time
Why BullseyeEngagement?
Built for Mid-Market Performance Management. Ready in Weeks.
Fully Deployed in 4–8 Weeks
Move fast without compromising structure. Bullseye Engagement can be deployed in 4–8 weeks.
Digital Coaching Embedded
AI Coach brings 40 years of behavioral science into the flow of work, turning behaviors, motivators, and workforce energizers into coaching insights no one else delivers.
AI-Driven Where It Matters Most
AI supports the moments that matter — at no extra cost.
Made for companies/entities with > 500 employees as Your First System of Talent Intelligence
Purpose-built for mid-market organizations to bring all your talent data, people insights, and performance processes together in one place.
Modular So Like a Pizza,
Add On!
Start with what you need and add solutions as you evolve and grow — Succession Planning with AI Advisor, Coaching, Executive Insights, Engagement, Talent Development, Workforce Planning, Ethics Lifeline, and more.
All Bundle Capabilities
Goals Management
(OKRs also available)
Performance Reviews
with 360s
1:1s –
Check-Ins
Competency
Management
Individual
Development Plans
Employee Talent
Profiles
AI
Coach
Team
Align
Social Collaboration - Recognition
Dashboard &
Analytics
Deliver on the Promise of Succession Planning:
Ensuring the right leadership and expert talent is ready when you need it, for now in the known and for next in the unknown. All the while building Aoard and C-Suite confidence in leveraging talent to grow the business, deliver on your own client outcomes and minimize enterprise risk.
Frequently Asked Questions
The Bullseye Check-Ins is a continuous feedback platform that allows for engagement between members and their Direct Manager, HR Partner, Matrix Manager, Coaches and Mentors on any subject the organization allows.
Check Ins are privleged based but the most common are between Manager and their Direct Reports or Members and their HR Partner, Matrix Managers, Coaches and Mentors. Check In can also be scheduled by the system administrators between members.
Yes, users can upload files or supporting documents where enabled by the organization.
Yes, Bullseye allows organizations to customize check-in templates that members can use ad hoc or scheduled by the administrator.
Check-Ins helps members stay engaged with goals, receive regular feedback, track progress, and address challenges proactively.
Yes. Users can configure scheduled check-ins and define cadence/frequency settings for recurring discussions.
Yes, Bullseye supports automated recurring check-ins based on weekly, monthly, quarterly, or custom schedules.
Yes, members can add comments, updates, feedback, and progress notes directly within Bullseye Check-Ins.
Yes, Bullseye allows users to upload supporting documents and attachments during the check-in process where enabled.
Yes, HR teams and administrators can monitor Bullseye Check-Ins based on assigned permissions and hierarchy access.
Yes, Bullseye Check-Ins is designed to support in-office, remote, and hybrid work environments.
Yes, Bullseye maintains historical records of previous check-ins for reference and performance tracking.
Yes, information captured in Bullseye Check-Ins can support appraisal discussions and overall performance evaluations.
Yes, Bullseye Check-Ins can be used to discuss career growth, development plans, learning opportunities, and performance improvement.
Yes, Bullseye Check-Ins can be accessed through supported desktop and mobile devices.
Bullseye Check-Ins helps organizations build a culture of continuous feedback, accountability, engagement, and performance improvement.
Yes. Based on commencement date and selected frequency, the system auto-calculates the next check-in date.
Yes. The module supports different combinations such as Direct Manager, Member, HR Partner, Matrix Manager, Coach/Mentor, and others depending on the configuration.
Yes, Bullseye allows members to initiate check-ins without selecting a predefined template, enabling more flexible and real-time conversations with managers. This helps encourage open communication, quick discussions, and continuous feedback whenever needed.
Bullseye Check-Ins provides a Shared Environment where managers and members can engage in continuous two-way conversations, share updates, discuss progress, and maintain visibility throughout the check-in process. This creates a more collaborative and transparent feedback experience.
