Good FM succession planning starts with a short list of critical roles, an honest view of who is ready now, soon or later, and a documented plan for the knowledge that sits in one head. Review it twice a year, and always have a 48-hour cover plan.

Succession Planning in Facilities Management is a practical guide for FM, estates and workplace leaders who want to protect the organisation from the sudden loss of a key person. It explains how to identify critical roles, capture the knowledge that sits in one head and judge successor readiness without flattery.
The guide also covers internal versus external decisions, building successors through real work, emergency cover in the first 48 hours, and the conversations that make a plan stick. It closes with a ten-point checklist and a simple twice-yearly review rhythm.
What the guide covers
- Why FM succession fails quietly and how to treat it as a risk
- The four-question critical-role test
- Capturing the informal knowledge behind each role
- Rating successors as ready now, soon or later
- Internal promotion versus external hire decision test
- A 48-hour emergency cover plan and review rhythm
Related guides
Free Maxwell Stephens guides on the same subject:
- The Modern FM Director
- The Interim FM and Estates Guide
- How to Retain Top Facilities Management Talent
Who this resource is for
FM, estates and workplace leaders, plus HR and finance directors, who need a realistic succession plan for critical roles.
Talk to Maxwell Stephens
Maxwell Stephens is a specialist Facilities Management recruitment consultancy. If you are planning an FM, estates or workplace appointment, contact us for a confidential conversation, or read our case studies to see how comparable searches were run.
