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Is Your Succession Plan Protecting Your Culture or Replacing It?

  • Writer: Tammy Mifflin, MBA, CPRW, CDCS
    Tammy Mifflin, MBA, CPRW, CDCS
  • Jul 29
  • 3 min read
Pyramid diagram with four tiers: red Results, orange Actions, teal Beliefs, and blue Experiences. Arrows show progression and cultural impact.
Image Licensed via Adobe Stock

When most people think about succession planning, they picture leadership development programs, checklists of technical skills, and maybe a few strategy meetings to prepare the next leader. But here’s the truth that rarely gets discussed: when a leader leaves, they don’t just take their title; they can take the culture with them.


And if that happens, what’s left behind can feel like an empty shell of what once made your workplace thrive.


Why Culture Gets Lost in Succession

Culture isn’t written in the employee handbook. It’s lived out in day-to-day behaviors, in the unspoken rules, in the stories leaders tell, and in the way they make decisions. When leadership transitions happen, companies often assume that the new leader will automatically embrace these values. But that assumption is a dangerous one.


Without intentional cultural succession, the organization risks:


  • Losing its identity: New leaders who lack context may make decisions that conflict with long-standing values.

  • Employee disengagement: When the tone shifts abruptly, employees feel disconnected and uncertain.

  • Brand erosion: Your external image can suffer if customers sense inconsistency in values or service.


Culture vs. Competency

Here’s where most companies go wrong: they build leadership pipelines based on competency models such as technical skills, financial acumen, and operational expertise. All important, yes. But none of these guarantees that a leader will preserve the essence of what makes your company great.


Culture succession requires an added layer of planning because replacing a leader isn’t just about filling a seat. It’s about preserving the very essence of what makes your organization unique. Your processes and strategies can change, but your cultural DNA—the values, stories, and behaviors that define how your people work together—must endure. The question every organization should ask is this: How do we protect that DNA as we evolve, grow, and welcome new leaders?


So, how do we actually protect that DNA as the organization evolves? The answer isn’t found in policies or training manuals—it’s found in people. Before we can carry culture forward, we have to figure out who is already carrying it today.


How to Identify Culture Keepers

Every organization has them. The people who embody and reinforce the values that make your company unique. Sometimes they’re in leadership roles, but often they’re the quiet influencers, the ones employees look to for cues. To spot these “culture keepers,” look for:


  • Employees others turn to for guidance during times of change.

  • People who uphold traditions, share company stories, and advocate for your values without being asked.

  • Leaders who not only achieve results but also maintain trust, transparency, and inclusion.


These individuals should be involved in leadership transition conversations, even if they aren’t the next in line for the top job.


Practical Ways to Transfer Culture, Not Just Titles

So how do you make sure culture doesn’t retire with your current leadership team? Here are some steps:


  1. Document the “unwritten rules”: Beyond processes, capture the norms, rituals, and stories that define how work gets done.

  2. Shadow and storytelling programs: Pair potential successors with current leaders to absorb decision-making styles and cultural nuances.

  3. Integrate values into succession criteria: Make cultural alignment a non-negotiable in your leadership selection process.

  4. Create culture ambassadors: Train and empower employees at every level to keep traditions alive and model behaviors for new leaders.

  5. Audit cultural health: Just like you measure financial metrics, assess cultural alignment during leadership transitions.


Why It Matters for DEI and Retention

When culture is tied to a single individual or group, diversity and inclusion efforts can stall during leadership changes. Documenting and embedding values across the organization creates stability and prevents bias-driven shifts in tone. Plus, employees are more likely to stay when they see that what they love about the company isn’t going to vanish with the next leadership change.


Final Thought: Culture Is Your Legacy

Titles change. Strategies evolve. But culture—the shared sense of “who we are”—is what makes employees stay, customers trust, and brands endure. As you plan for the future, don’t just ask, Who will fill this role? Ask, Who will carry the torch for our values?


Because when leaders leave, your operations can recover—but if your culture disappears, so does the soul of your organization. True succession planning isn’t about who steps into the role; it’s about ensuring your values outlast every title. Your culture is your legacy, so protect it.


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