Import / Update Data

Success Profiles

What success looks like for each critical role — used to find successor gaps and build IDPs.

Workday demo walkthroughNot connected — sample data shown

Demo · fictional data · no live Workday integration
  1. Connect & pull Workday data
  2. Performance reviews
  3. Succession pipeline
  4. 4Success profiles
  5. 5Successor IDPs

Enterprise Executive (C-Suite)

Mission Critical

Role definition

Accountable for an enterprise function and a seat on the executive leadership team. Shapes company strategy, owns material financial outcomes and represents the company to the board and market.

Leadership role — a vacancy directly affects strategy, investors and culture.

Core competencies & observable behaviors

Strategic Vision

Required 5/5
  • Sets a 3–5 year direction and explains it in plain language
  • Makes trade-offs that favor long-term enterprise value
  • Connects team goals to company strategy in every planning cycle

Business & Financial Acumen

Required 5/5
  • Reads a P&L and acts on the levers that move it
  • Prioritizes investment by return and risk
  • Speaks confidently about results with the board or finance

Executive Presence & Influence

Required 5/5
  • Gains agreement from peers without positional authority
  • Presents with clarity to senior audiences
  • Represents the company credibly with external stakeholders

Builds Organizational Talent

Required 4/5
  • Names ready successors for their own role
  • Moves high-potential people into stretch assignments
  • Holds leaders accountable for team development

Leads Change

Required 4/5
  • Explains the why before the what
  • Spots resistance early and addresses it directly
  • Keeps momentum through setbacks without losing the team

KPIs / success metrics

  • Function delivers annual operating planTarget: ≥ 95% of plan
  • Ready-now successors for direct reportsTarget: ≥ 1 per critical role
  • Engagement score of functionTarget: At or above company average
  • Strategic initiatives on trackTarget: ≥ 80% green

Roles using this profile

  • Chief Financial Officer
  • Chief Operating Officer
  • Chief Technology Officer
  • Chief People Officer
  • Chief Commercial Officer
  • General Counsel

Functional Vice President

Mission Critical

Role definition

Leads a major function or business area through directors. Turns enterprise strategy into an operating plan, builds the leadership bench and owns the function's results.

Leadership role — feeds the C-suite pipeline and runs critical operations.

Core competencies & observable behaviors

Strategic Vision

Required 4/5
  • Sets a 3–5 year direction and explains it in plain language
  • Makes trade-offs that favor long-term enterprise value
  • Connects team goals to company strategy in every planning cycle

Decision Quality

Required 4/5
  • Decides with incomplete information when the timing requires it
  • Uses data and challenges assumptions before committing
  • Owns outcomes and adjusts course quickly

Builds Organizational Talent

Required 4/5
  • Names ready successors for their own role
  • Moves high-potential people into stretch assignments
  • Holds leaders accountable for team development

Business & Financial Acumen

Required 4/5
  • Reads a P&L and acts on the levers that move it
  • Prioritizes investment by return and risk
  • Speaks confidently about results with the board or finance

Executive Presence & Influence

Required 4/5
  • Gains agreement from peers without positional authority
  • Presents with clarity to senior audiences
  • Represents the company credibly with external stakeholders

KPIs / success metrics

  • Function budget varianceTarget: Within ± 3%
  • Director-level regretted attritionTarget: < 8% per year
  • Key projects delivered on timeTarget: ≥ 85%
  • Internal fill rate for director rolesTarget: ≥ 50%

Roles using this profile

  • VP Financial Planning & Analysis
  • VP Global Supply Chain
  • VP Engineering
  • VP Data & Analytics
  • VP Talent & Organizational Capability
  • VP Enterprise Sales
  • VP Corporate Strategy
  • VP Communications

Sample profiles for demonstration. KPI targets are illustrative examples, not benchmarks.