Talent reviews and succession
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8 min read

Key findings
Korn Ferry reports that 87 per cent of organisations see C-suite leadership potential, against fewer than 3 in 10 for mid-level and emerging leaders.
A Cornell CAHRS working group in September 2024 named cross-unit visibility as a challenge, and some companies began with HR partners sharing succession plans.
Each unit brings one page in a fixed layout, so the group reads evidence on the same terms for every unit.
A name enters the output only with observed behaviour, a second observer and a statement of how the person could fail.
A refusal to release is sorted into timing, cover or principle, and the sponsor, not the forum, settles a refusal of principle.
A name enters the output only when the group can examine the evidence behind it.
Talent visibility below the top team improves when an HR adviser runs one cross-unit forum. Each business unit brings a single page of critical roles and named people. The group tests the evidence behind each name, and the output is a list of moves with owners and dates.
Korn Ferry reported in May 2026 that 87 per cent of organisations have visibility into leadership potential and readiness at C-suite level.
Visibility into leadership potential falls to fewer than 3 in 10 organisations for mid-level and emerging leaders.
The page attributes both figures to the firm's Talent Suite research and gives no sample size, so they describe a pattern that each organisation should check against its own data.
CAHRS, the human resource studies centre at Cornell University, convened twelve companies in September 2024.
Their working group reported that visibility into talent across business units remains a challenge for many organisations.
A few of those companies have started with the HR partners from each unit coming together.
The partners share succession plans and discuss talent, and that is the starting point used below.
Why Visibility Drops
Three mechanisms recur when a business tries to see its talent across units.
Ownership. The line manager holds the only record of what a person has done, in a conversation, an appraisal form or a personal spreadsheet
The unit boundary. Nobody outside a unit has a reason to ask about its people, and the unit head may lose the best of them if the answer is shared
Scales that differ. One unit calls a person strong for meeting targets, and another keeps the word for people ready for a larger job
Smith and Campbell describe a talent assessment grid as a way to provide a calibration of ratings across the enterprise to ensure consistency.
That calibration is impossible while each unit scores on its own definition, so the forum fixes the definitions before any name is heard.
Gotte and Wilde, drawing on their experience leading talent management practices at General Mills, name two traps behind overconfident talent decisions.
The first is no consensus on what the destination role requires, and the second is a single evaluation point on the person.
Both traps widen across units, because each unit supplies its own single evaluation point against its own picture of the role.
Setting Up One Forum
One forum is enough for a first cycle, and the attendance list decides whether it works.
Chair. The HR adviser, who owns the agenda, the timekeeping and the record
HR partners. One for each unit, able to speak to the page their unit brings
Unit heads. The leaders who can release or receive people, and who own the evidence on the page
Sponsor. One member of the leadership team, who receives every case the forum cannot settle
The group should be small enough that every unit's page receives the same discussion time.
Cadence varies among the CAHRS companies, with quarterly reviews more common where accountability is being built at higher levels and annual reviews sufficient in other contexts.
One company in a July 2026 CAHRS benchmark of three organisations holds monthly people forums where leaders identify rising talent.
A first cycle can be annual, provided the moves agreed in it are checked within a quarter.
The Single Page
Each unit brings one page in the same layout, so the group can read every unit in the time it would take to hear one.
Critical roles. The roles whose vacancy would stop work in the unit, with the holder and the date the holder could leave
Named people. For each role, up to three people, each with the destination role named and a readiness statement from the shared set
Evidence. For each person, two things done in the last eighteen months that bear on the destination role, and who saw them
Risk. What would make the person fail in the destination role, and the likelihood of leaving
Mobility. Whether the person would move to another unit, and what would have to be true
The unit's ask. One role the unit needs filled from outside it
One side of paper is the limit, which forces each unit to choose.
The CAHRS reports describe companies using a nine box grid, a four box grid or neither, and the page works with any of them.
The forum uses one readiness vocabulary for every unit, such as ready now, ready in one to two years and emerging.
Companies in the 2026 CAHRS benchmark define readiness by time, by the type of move or by development stage.
Any of the three works when all units use the same one.
The choice of roles follows the approach in choosing the population a talent review covers, which starts from roles and not from people.
The Evidence Standard
A name enters the output only when the group can examine the evidence behind it.
The standard is short enough to fit on the same page as the layout.
Observed behaviour. Work the person did, with a date and the name of someone who saw it
A second observer. At least one observer outside the person's reporting line
Written criteria. The requirements of the destination role, agreed before the forum
A failure statement. How the person could fail in the destination role, and what is known about it
Gotte and Wilde report that the seeds of derailment are often visible in earlier 360-degree surveys or appraisal comments, years before the derailment happens.
They add that such negatives are often known and tolerated because of towering strengths or overly protective sponsors.
Their remedy is an inventory of past leadership failures in the organisation, used as a framework for spotting the same seeds in current talent pools.
The chair can bring that inventory to the forum and read the failure statements against it.
The forum does not average ratings from different units, because the scales differ, and it discusses evidence instead.
Visibility into leadership potential falls to fewer than 3 in 10 organisations for mid-level and emerging leaders.
Questions For Each Business Leader
Companies in the 2024 CAHRS working group that meet business leaders regularly, instead of only in a crisis, report better ownership and engagement.
The chair holds a one-to-one conversation with each unit head before the forum, built on five questions.
Which roles would hurt most to leave open for six months, and who covers each?
Who in the unit is ready for a larger job than the unit can offer?
Whom would you hire from another unit tomorrow?
Who left in the last two years, and did anyone see it coming?
What would have to be in place for you to release your best person for a year?
The fourth question tests the unit's own record of seeing people.
The fifth puts the cost of release on the table before any name is proposed.
When A Leader Will Not Release
A refusal often reflects a real cost of release to the unit.
Gotte and Wilde note that most organisations have no compensation or levelling practice that makes a cross-functional move financially advantageous for top talent.
The move may leave the person no better paid, and the unit loses output, so a leader who refuses is protecting a real cost.
The chair sorts each refusal into one of three kinds.
Timing. The unit has a delivery in the coming quarter, so the chair agrees a date and writes it down
Cover. The unit cannot lose the person without a backfill, so the chair names the backfill and who pays for it
Principle. The leader will not release the person at any date, so the reason is recorded in the output and referred to the sponsor
The forum does not overrule a unit head.
The sponsor decides, and the record shows who decided and why.
Gotte and Wilde suggest committing some interchangeable roles in a large team as flow-through assignments open to talent from other units.
That gives a unit that releases a person a defined route to receive someone in return.
The conversation with a manager who blocks moves as a habit is set out in blocked internal moves and the hoarding manager.
Confidentiality And Records
The page and the output are the only written record, and both are handled as confidential documents.
Handling. Pages are numbered, handed out at the start of the forum and collected at the end
The output. It lists moves, owners and dates, and it carries readiness categories without the evidence notes
The record. One person holds it, and the sponsor agrees the access list before the first cycle
Wording. Evidence about a named person is written as though that person may read it
Employees are told the development action that follows.
CAHRS companies in the 2024 working group report that transparency about development actions, rather than performance labels, is seen as the more productive way to guide conversations.
First Cycle Sequence
A first cycle runs in eight steps, each with a single owner.
Agree the population. The chair and the sponsor name the critical roles and the layers in scope
Fix the vocabulary. One readiness set and one evidence standard, each on a single side
Meet the HR partners. They share succession plans and discuss talent before any unit head is involved
See each unit head. One conversation each, using the five questions above
Collect each unit's page. It arrives a week before the forum, and the chair marks thin evidence
Hold the forum. A single sitting, with the same time for every unit
Circulate the moves. Owners and dates go out within five working days
Check at ninety days. Which moves happened, which stalled and why
The meeting itself, including how calibration drifts and what a facilitator holds, is covered in running a talent review that changes decisions.
A Worked Illustration
The following case uses invented roles and is an illustration, not a report of any company.
A manufacturer has three units, Plants, Commercial and Shared Services.
Plants lists its supply planning manager as ready now for a larger planning role.
The evidence is a change to the quarterly planning cycle, which the Commercial finance partner saw.
Commercial lists demand planning lead as a critical role with no named successor.
The two facts sit in separate units until the forum puts them side by side.
The Plants head objects, because the supply planning manager owns the quarterly cycle that closes in eight weeks.
The chair treats the objection as a timing refusal and agrees a move date after the cycle closes.
The Plants head asks for cover, and Commercial agrees to send a junior analyst to Plants on a flow-through basis.
The output records one move, its owner, the date and the backfill.
Reporting To The Leadership Team
The leadership team needs the moves and the gaps, and it does not need a distribution of ratings by unit, because the scales differ.
Moves agreed, with owners and dates, and moves completed since the last cycle
Critical roles in which no unit has named a person
Refusals to release, with the reason recorded
The count of people named from outside the top team
Areas the forum could not assess for lack of evidence
Roles below the executive team that carry the most risk are covered in succession below the executive team.
The next report repeats the same five lines, so the leadership team can see what changed.
Where The Tools Sit
Trusted Talent Advisor covers forum design and the evidence standard in component 05, Facilitating the Talent Forum.
Its eight tools include the Forum Design Canvas and the Evidence Standard Setter, each with a fillable canvas.
Sources
1. Korn Ferry. Rethinking Leadership Pipelines in the Age of AI. Korn Ferry, May 2026.
2. Cornell University, Center for Advanced Human Resource Studies. What's New with Talent Reviews: Working Group, 18 September 2024. Cornell ILR School.
3. Cornell University, Center for Advanced Human Resource Studies. Targeted Benchmarking on Organization and Talent Planning Practices, July 2026. Cornell ILR School.
4. Gotte, A. D. and Wilde, K. D. Talent Building in Motion: More, Better, Sooner. In Bickham, T. (ed.), ATD Talent Management Handbook. Association for Talent Development.
5. Smith, R. and Campbell, M. Talent Conversations: What They Are, Why They Are Crucial, and How to Do Them Right. Center for Creative Leadership.
From the system
Trusted Talent Advisor sets out the full method: seven components, 51 tools, The Talent Template Pack and The Prompt Library.
See the system
Questions this answers
What is a cross functional talent review?
A cross functional talent review is one meeting where the heads and HR partners of several business units examine their critical roles and named people together. It is built to produce moves between units, which no single unit can decide alone.
How do you run a talent review across business units?
Fix one readiness vocabulary and one evidence standard, then have each unit bring a single page of critical roles, named people, evidence, risk and mobility. Hold one forum with the same time for every unit and circulate moves, owners and dates within five working days.
Who should attend a talent review?
The chair, an HR partner for each unit, the unit heads who can release or receive people, and one member of the leadership team as sponsor. Keep the group small enough that every unit receives the same discussion time.
What should a talent review produce?
A list of moves, each with an owner and a date, plus a record of refusals to release and their reasons. It should not circulate a distribution of ratings by unit, because the scales differ and the comparison misleads.
How do you handle a manager who will not release talent?
Sort the refusal into timing, cover or principle. Agree a date for timing, name and fund a backfill for cover, and for principle record the reason and refer it to the sponsor. The forum does not overrule a unit head.
How do you improve talent visibility across the organisation?
Start with the HR partners of each unit sharing succession plans and discussing talent, as some CAHRS companies did. Then add one page per unit and a written evidence standard, so that visibility rests on examined evidence and not on the unit head's word.
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