The state of critical roles: why readiness still lags behind intent

Across industries, leaders agree: critical roles, those with outsized impact on organizational success on business success, deserve focused attention. And yet, most organizations still struggle to define them clearly, identify the right talent, and build the readiness needed to execute when it matters most. Despite years of investment in succession planning and high-potential pipelines, most organizations still lack the clarity and consistency needed to execute critical role strategy with confidence.

What are critical roles, really?

We define critical roles as those that disproportionately impact business outcomes and are hard to fill, often cross-functional, and deeply tied to strategic execution. They aren’t always the most senior roles, but they’re the ones that, if left vacant or poorly filled, slow down growth, innovation, or transformation. These roles often require capabilities that go beyond technical expertise like influence across silos, decision-making without full control, and the ability to navigate ambiguity.

Many organizations assume they know their critical roles, but often these definitions are inherited, outdated, or driven by hierarchy, not business value. We encourage clients to pressure-test role criticality by asking: How does the law of supply and demand apply when the demand for this critical role is high, but the supply is limited due to how difficult it is to find, train, and develop ready leaders?

The maturity challenge: what the data shows

Despite prioritizing critical roles, most organizations are not where they want to be:

• Only 21% say successors for critical roles are truly ready¹
• Just 25% have clear development plans for people in these roles²‍
• 50% are starting to expand beyond executive roles, but definitions are still narrow³

This results in a rise of business risk. Transitions stall. Significant business moments like product launches, market expansions, or leadership shifts get delayed or derailed. Even when roles are named and successors are listed, too often it’s the same few people rotating through stretch assignments without real role-level clarity or successor variety.

Three distinct talent needs we see

At BTS, we see three pivotal talent needs organizations must design for:

1. The role has evolved, but the leader hasn’t. The strategy has shifted, but expectations haven’t been redefined.
2. The pipeline is unclear. It hasn’t been clearly identified who belongs on the bench or whether the right people are even in it. Without visibility and targeted development, readiness remains more of a guess than a strategy.
3. A decision needs to be made now, and it must be right. The risk of getting it wrong is high, and factual, objective evidence is needed.

Readiness isn’t a one-time conversation; instead, it’s a continuous discipline. The most advanced organizations are building systems, not just lists.

Seven enablers of a critical role strategy

In our work across industries, the most effective organizations are building discipline around critical roles, not just process. We’ve identified seven drivers that consistently separate high-performing strategies from reactive ones. These show up in different ways depending on where an organization is at on their journey:

1. Strategic alignment: Roles are clearly tied to business goals and future priorities.
2. ‍Role definition: Roles are defined by impact, not hierarchy.‍
3. Building profiles: The definition of success in role is based on the future, not the past. ‍
4. Wide-ranging talent pipelines: Bench strength reflects diversity of experience, geography, background, and perspective.‍
5. Immersive development: Successors build real readiness through stretch roles, simulations, and job previews. Coaching enhances these experiences by helping leaders process feedback, build self-awareness, and apply learning to their context.‍
6. Retention strategy: Incumbents are supported with personalized development and visible investment.‍
7. Continuity planning: Institutional knowledge is captured and transitioned before it walks out the door.

What great looks like in practice

Most organizations rely on role titles, tenure, and intuition. But that’s not enough for roles that carry real risk. Organizations that are closing the readiness gap are doing more than refreshing succession charts. They’re investing in: custom success profiles, assessment-backed talent decisions, and development experiences that reflect the real demands of the role. Great organizations don’t just offer development; they also create role-specific experiences that build the judgment, fluency, and resilience required for the real pressures of the job. It’s not just about knowledge; it’s about role conditioning.

How future-ready is your approach? A quick checklist

Use this checklist to pressure-test the strength of your critical role strategy:

• Have you defined critical roles based on future business impact, not just titles?
• Are success profiles aligned with what the business will require tomorrow?
• Do you know who’s in your bench and how ready they are?
• Are your placement decisions based on structured assessment, not gut feel?
• Are your successors learning through stretch experiences and role previews?
• Are incumbents receiving targeted support that drives their retention and growth?
• Do you have a plan for knowledge transfer if someone in a critical role left today?

What you can do now

• Clarify what roles are truly critical by future impact, not just past precedent
• Be honest about readiness and measure it before placing someone in role
• Invest intentionally and build immersive, real-world development to match role demands
• Don’t confuse visibility with readiness; make decisions based on data, not familiarity
• Prepare leaders before they transition into a critical role so they’re ready to thrive from day one

Critical roles don’t just need names next to them. They need clarity, intention, and investment. Organizations that treat critical role strategy as a leadership capability, not just a process, are the ones driving growth and resilience in today’s market. This isn’t just about building a bench. It’s about building belief, from the front line to the C-suite, that the right people are leading in the moments that matter most.

¹Gartner, 2023 report

²The Talent Strategy Group, Critical Roles Report, Apr 2025

³Korn Ferry, Revamping Succession Planning, Nov2023 report

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