Succession plan template and guide business.gov.au A good succession plan creates a smooth transition between old and new ownership and reduces disruptions to your business when you’re away. The business.gov.au Succession Plan template steps you through the process of creating a solid, well-structured plan tailored to your business.

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Copies of the latest version of this template and guide can be downloaded from www.business.gov.au/plans.
If you need further information, assistance or referral about a small business issue, please contact the Small Business Support Line on 1800 77 7275.

How to use this template
Before you complete this Succession plan template and start using it, consider the following:
Use the [italicised text]. The italicised text is there to help guide you by providing some more detailed questions you may like to answer when preparing your response. Please note: If a question does not apply to your circumstances it can be ignored.
Use the succession plan guide. The succession plan guide below contains general advice on succession planning and a complete overview with details on each question asked in the succession plan template.
Get some help. If you aren’t confident in completing the plan yourself, you can enlist the help of a professional (i.e. Enterprise Connect Centre, Business Enterprise Centre, business adviser or accountant) to look through your plan and provide you with advice.
Review. Review. Review. Ask a number of impartial people to proofread your final plan.
Print. Before you print a copy of your completed succession plan, ensure you delete the first section containing the guide as well as the [italicised text]. To print a copy, select the Printer icon