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Tool Rooms and Die Shops · Succession planning

Succession planning for Tool Rooms and Die Shops: preparing for the master toolmaker's retirement

A master toolmaker's judgement took a decade to form and sits in his hands. Succession in a die shop means starting years before the retirement, not the month the notice arrives.

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Why succession planning matters in tool rooms and die shops

The master decides how much to leave for fitting, how to read a trial strip and which hardened block will crack. This is not in drawings. When he retires or is poached, the next person is a good fitter, but has never been the one who made the call, and the first die trial under him goes badly. Customers notice, and they notice faster in a business of long lead times and repairs under pressure.

Practical succession names the next judge for each area, such as progressive dies, moulds and gauges. The successor sits in on every trial, makes the call first and compares it with the master's. The master writes a short note on each tool: what was risky, what he changed at trial and why. Over a few years the successor builds their own record.

How to set it up

  1. 1. List the judgement roles

    Write the calls only the master makes: die clearance, trial strip reading, heat treatment choice, final fit. Include designers who hold similar knowledge.

  2. 2. Name a successor for each

    Choose a person for each judgement area, and tell them and the master. Agree how many trials per quarter the successor will attend.

  3. 3. Make the successor call first

    At each trial, the successor says what they see and what they would change before the master speaks. Note where the two agree and differ.

  4. 4. Write a note on every tool

    One paragraph on risks, changes made at trial and reasons. Keep it with the tool record. The HR documentation process shows how to keep such records tidy.

  5. 5. Plan the master's later role

    Talk early with the master about a mentoring or reviewing role after retirement age, if both sides want it. It keeps knowledge in reach.

Check these first

Before changing anything, find out what is true today. These take an afternoon and use your own records.

  • Ask the master toolmaker what he decides that no one else can, and write the list.
  • Check how many trials in the last year the named successor attended.
  • Look at your last three tool records and see whether trial changes were written.
  • Ask the master how many years he plans to work and whether that is written anywhere.

GullyHR can do this with you. Read how we approach succession planning in general, or share your requirements and we will tell you where to start.

Questions owners ask

Start now. Name a successor, have them call trials first, record trial notes and talk with the master about a later advisory role. Waiting until notice leaves only months for what takes years.

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