08/26/2026
A contractor in Palm Bay told me his succession plan was three names in a folder.
Forty-five minutes later, two of those three had never come up.
Here's what we did. His leadership team — five people — sat around a table with a stack of Post-its. One rule: if you had to rebuild this company from scratch tomorrow, who are you taking with you? One name at a time, in order, out loud. You can't pick anyone else in the room. You keep going until about half the company is up on the wall.
By round three it got quiet. That's always when it gets interesting.
Two of his three "succession names" sat on the table until the very end. Meanwhile a 26-year-old barge foreman nobody had ever mentioned to me went in the second round — picked by two different people who had no idea the other was going to take him.
The owner's read on it, once he stopped arguing with the wall: "I've been planning around the guys I like. Not the guys we'd rebuild with."
That's the thing about succession. Most owners treat it as a document problem. It's an inventory problem. You don't have a plan until you know who is actually on the bench, and you cannot know that from your own chair. You find it out when five people pick independently and the same name keeps surfacing — or doesn't.
The exercise is called The "A Players" Draft. A Pinnacle Business Guides™ tool, via Apogee. It takes an hour, costs nothing but Post-its, and the debrief is the whole point: Did every supervisor and manager get picked? Where were the surprises? Who did nobody take — and what does that tell us about how we've been leading them?
You don't have to be ready to hand the company over. You do have to know who's on the wall.
DM me BENCH and I'll send you the four debrief questions.
Book a conversation: https://apogeeleadership.co/booking
If your leadership team ran that exercise Monday morning — who's the name you're most afraid wouldn't come up?