WORKFORCE TRANSITION PLAN TEMPLATE

INCUMBENT	ROLE EXIT DATE	SUCCESSOR	NEW ROLE START DATE
CURRENT ROLE	NEW ROLE	CURRENT ROLE	NEW ROLE
CURRENT SUPERVISOR	NEW SUPERVISOR	CURRENT SUPERVISOR	NEW SUPERVISOR
CURRENT DEPARTMENT	NEW DEPARTMENT	CURRENT DEPARTMENT	NEW DEPARTMENT

ROLE ACCOUNTABILITIES & EXPECTATIONS
ACCOUNTABILITY	EXPECTATION

INCUMBENT KNOWLEDGE TRANSFER REQUIREMENTS
KNOWLEDGE / SKILL	TRANSFER METHOD	INCUMBENT/SUCCESSOR RESPONSIBILITIES	TRANSFER TIME FRAME

ROLE TRANSITION CHECKLISTS
ACTIVITY TYPE	OVERSEEN BY
TRANSITION ADMINISTRATION	NEW SUPERVISOR
ACTIVITY DESCRIPTION	COMPLETION DATE	COMMENTS
Discussion between successor and new manager of new position, accountabilities, and expectations
Training requirements for new position discussed and executed or in progress
Effective date and probation period established and agreed upon by successor for new position
Finalized support role of incumbent over course of transition period - if applicable
Exit interview of incumbent scheduled / conducted - if applicable
Notified Human Resources of pending position changes
Notified direct reports and staff of position change
Notified IT/Facilities of pending location and access changes

ACTIVITY TYPE	OVERSEEN BY
CURRENT ROLE HAND-OFF	CURRENT SUPERVISOR
ACTIVITY DESCRIPTION	COMPLETION DATE	COMMENTS
Provided relevant business issues information
Provided projects, initiatives, and tasks information
Provided direct reports information
Provided location of pertinent documents and records
Provided lists of pertinent contacts
Notified current colleagues of role change
Notified current clients / customers
Notified external contacts / vendors / suppliers, etc.
Exchange / reset processed of relevant system IDs and passwords
Current supervisor to conduct final employee performance review
ACTIVITY TYPE	OVERSEEN BY
SUCCESSOR NEW ROLE ORIENTATION	NEW SUPERVISOR
ACTIVITY DESCRIPTION	COMPLETION DATE	COMMENTS
Human Resource / Payroll systems changes activated
Physical relocation carried out - if applicable
Provided relevant business issues information
Provided projects, initiatives, and tasks information
Provided direct reports information
Provided location of pertinent documents and records
Provided lists of pertinent contacts
Notified current colleagues of role change
Notified current clients / customers
Notified external contacts / vendors / suppliers, etc.
Exchange / reset processed of relevant system IDs and passwords
New team introductions / meetings carried out
New supervisor to conduct probation period review

ADDITIONAL PLAN INFORMATION	e.g. Alternative Work Arrangements, Changes to Job Description, Impacts to Fellow Staff, Policies, or Processes, etc.
DETAILS	DATE EFFECTIVE	IMPACT	COMMENTS

TRANSITION PLAN AGREEMENT
INCUMBENT SIGNATURE	DATE
INCUMBENT SIGNATURE	DATE
INCUMBENT SIGNATURE	DATE

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