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succession-planning-memo

Generates a leadership succession planning memo from advisor interview inputs.

2|Updated Feb 25, 2026
Search Tags:#confidentiality#memo generation#family office#succession planning#leadership transition#artifact drafting#external publishing
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill succession-planning-memo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: succession-planning-memo
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/succession-planning-memo
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill succession-planning-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

What problem does it solve?

It helps a family office produce a clear, leadership-ready succession planning memo that aligns roles, current holders, candidates, timelines, and contingency planning without manually organizing the interview details.

Core Features & Use Cases

  • Succession memo generation: Converts a minimal set of advisor interview inputs into a structured leadership deliverable.
  • Interview capture + traceability: Records all advisor answers in interview.json alongside the rendered memo for review and pipeline use.
  • Execution-ready artifacting: Writes a skill-local artifact folder including artifact.md and manifest.json so downstream systems can render and route it.
  • Optional governance integrations: Supports optional memory writes and publishing to external systems (e.g., DMS, task follow-ups, and email/calendar notifications) when configured.

Quick Start

Ask an AI to run succession-planning-memo to generate a succession planning memo for your principal and/or trustee transition, including the current holder, candidate successors, timeline, development plan, and contingency plan.

Frequently Asked Questions about succession-planning-memo

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I draft a leadership succession planning memo for a family office transition?▼

A leadership succession planning memo is generated by collecting advisor interview inputs for current holders, candidate successors, timelines, development plans, and contingencies, then rendering them into a structured draft for review.

What is the best way to structure ownership succession planning artifacts for an execution pipeline?▼

Succession planning artifacts are structured by writing a rendered memo and an interview capture file under a canonical timestamped directory, alongside a manifest file with content hashing for downstream pipeline routing.

Does this succession memo generator support confidentiality redaction for external publishing?▼

Yes, the succession memo generator supports optional redaction of sensitive fields, allowing the leadership transition artifacts to be safely prepared for external publishing to systems like a document management system.

Can I use this tool to capture and trace advisor interview inputs for trustee transitions?▼

Yes, you can use this tool for trustee transitions because it records all advisor answers in an interview JSON file alongside the rendered memo, ensuring full input traceability for family office leadership scenarios.

How do succession planning memos integrate with external task follow-ups and email notifications?▼

Succession planning memos integrate with external systems through optional memory writes and publishing configurations that route the finalized leadership transition artifacts to task follow-ups, email, and calendar notifications.

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