Configure succession nomination templates

Create and manage templates that define the questions approvers answer during succession nominations.

Manage existing templates

1. Go to Growth Studio > Nominations > Templates.

1. Click the three-dot menu next to a template.

1. Select View, Edit, or Delete.

Create a template

1. Go to Growth Studio > Nominations > Templates.

1. Click Create Template.

1. Enter a template name.

1. Add a question.

1. Select question type: Text, Yes/No, Opinion scale, or Multiple choice.

1. Set the question as Required or Optional.

1. (Optional) Add more questions with Add question.

1. Click Create template.

Confirmation: The template appears in the Templates list.

If Something Goes Wrong

Issue	Check	Fix
Cannot delete a template	The template may be in use by active nominations	Archive or complete active nominations using the template first
Question type options missing	The form may not have loaded fully	Refresh the page and try again
Template not appearing after creation	You may be on the wrong tab	Navigate to Nominations > Templates and verify the list

Not Covered Here

Nomination settings (terminology, readiness levels, retention risk labels). See Configure Growth Studio settings.

Related Articles

• Nominate a successor
• Review and approve a succession nomination