Critical Position Assessment Tool

Step 1: Business Impact Assessment (25 points)

1. If this position were vacant for 60 days, what would be the business impact?

Minimal disruption, work can be redistributed Some delays but manageable with temporary coverage Moderate impact on operations or customer service Significant disruption to key processes or revenue Major business disruption, potential revenue loss

2. How critical is this role to core business operations?

Supports non-essential functions Contributes to important but non-critical processes Manages important operational areas Controls key business processes Essential to daily operations and revenue generation

3. How significantly does this role impact customer experience and satisfaction?

No direct customer interaction or impact Limited customer contact, minimal impact on experience Regular customer interaction, moderate impact on satisfaction Significant customer-facing role, directly affects customer loyalty Critical customer relationship role, exceptional performance drives retention and growth

4. What level of decision-making authority does this position hold?

Limited authority, mostly executes decisions Makes operational decisions within guidelines Has moderate budget/project authority Makes strategic decisions affecting multiple areas High-level strategic and financial decision-making

5. How critical are leadership and people management skills to this role's success?

Individual contributor with no leadership responsibilities Informal influence or project leadership without direct reports Team lead or supervisor with direct reports and basic management duties Manager or director with significant people leadership and organizational impact Senior executive with extensive leadership responsibilities across multiple areas

Step 2: Replacement Difficulty Assessment (10 points)

6. How difficult would it be to find qualified external candidates?

Many qualified candidates available Moderate candidate pool exists Limited but findable candidates Very specialized, few qualified candidates Extremely rare skills, minimal candidate pool

7. How complex are the qualifications and experience requirements?

Basic skills, easily transferable Some specialized knowledge required Industry-specific experience needed Advanced certifications/specialized expertise required Highly specialized, rare combination of skills

Step 3: Knowledge & Relationship Dependencies (10 points)

8. How much critical, undocumented knowledge does this person hold?

Most knowledge is documented and shared Some informal knowledge but easily transferable Moderate amount of unique process knowledge Significant institutional knowledge and expertise Extensive undocumented knowledge critical to operations

9. How dependent are key relationships on this specific individual?

Easily transferable professional relationships Some personal relationships but transferable Established relationships that would take time to rebuild Strong personal relationships critical to business Exclusive relationships essential to major revenue/operations

Step 4: Final Risk Assessment (5 points)

10. What is the likelihood of this position becoming vacant in the next 2 years?

Very low likelihood of departure Low likelihood of departure Moderate likelihood (normal turnover risk) High likelihood (retirement, promotion, or dissatisfaction) Very high likelihood or position is already vacant

Critical Position Assessment Tool

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Positions to Assess:

Position Title

Step 1: Business Impact Assessment (25 points)

Step 2: Replacement Difficulty Assessment (10 points)

Step 3: Knowledge & Relationship Dependencies (10 points)

Step 4: Final Risk Assessment (5 points)

Assessment Summary