Create Transition Plan for Leaving Jobs (Example & Free Template)

fara nadira
Fara Nadira

Published on 12 May 2023

transition plan template

Are you considering to leave job? Leaving a job can be a difficult time for both the employee and the company they are leaving. There are many things to consider and plan for in order to ensure a smooth transition of responsibilities and knowledge. One way to make this process easier is to create a transition plan.

In this jobseeker resource, we will discuss what a transition plan is, why you should prepare one, how to create a transition plan, what must be included in a transition plan, handover lists, an example of a transition plan, and free templates for a transition plan.

What is a Transition Plan?

A transition plan is a document that outlines the tasks, responsibilities, and deadlines that must be completed before you leave your position. It is a roadmap for your successor to follow, ensuring a smooth transfer of responsibilities and knowledge.

A transition plan is important because it helps to minimize disruption to the company and ensures that there is no loss of productivity during the transition period.

Why Should You Prepare a Transition Plan?

Preparing a transition plan is important for several reasons:

  1. To ensure a smooth transfer of responsibilities and knowledge so that there is no loss of productivity during the transition period.
  2. To minimize disruption to the company, as the incoming employee will be able to hit the ground running.
  3. To ensure that all tasks and responsibilities are completed before the outgoing employee leaves, reducing the risk of important tasks being overlooked.

What must be included in a Transition Plan?

A transition plan should include the following information:

  • A list of all tasks and responsibilities that need to be completed before you leave.
  • The person who will be taking over each task or responsibility.
  • Deadlines for all tasks and responsibilities.
  • Any necessary training or resources that the incoming employee will need.
  • Contact information for all relevant stakeholders.

How to Create a Transition Plan

To create a transition plan for an employee who is resigning from their job, follow these steps:

1. List all current tasks and responsibilities

Begin by making a list of all the tasks and responsibilities that the employee currently performs. This list should be as comprehensive as possible and should include all routine duties, special projects, and ongoing responsibilities.

2. Identify the person who will take over each task or responsibility

Once you have a list of all the tasks and responsibilities, identify the person who will be taking over each one. This could be a colleague, a supervisor, or a new hire.

3. Set deadlines of each tasks

For each task or responsibility, set a deadline for completion. This will ensure that the incoming employee is aware of when each task needs to be completed and can manage their workload effectively.

4. Provide necessary training or resources

If the incoming employee will require training or resources to complete a task or responsibility, make sure to include this information in the transition plan. This could include access to certain tools or software, training sessions, or informational documents.

5. Include contact information for relevant stakeholders

It is important to include contact information for all relevant stakeholders in the transition plan. This should include the names and contact details of people who will be responsible for the tasks and responsibilities after the employee leaves, as well as important contacts such as clients, vendors, and colleagues.

6. Communicate the plan

Once the plan is complete, it is important to communicate it to all relevant parties. This includes the employee who is leaving, the incoming employee, and any relevant supervisors or stakeholders. Make sure that everyone is aware of the plan and understands their roles and responsibilities.

7. Send note to your supervisor

Since your supervisor has probably already received your comprehensive resignation letter, you can write the note about the key aspects of your transition plan. You can also add a personal note to your transition plan to give good impression to the company.

Example of a Transition Plan

Here is an example of a transition plan:

Task: Manage social media accounts

  • Current owner: John Smith
  • Incoming owner: Jane Doe
  • Deadline: July 31, 2023
  • Purpose: To ensure that social media accounts are up-to-date and engaging with followers
  • Contact: Christian (Marketing Lead)
  • Handover list:
    Logins and passwords for each account
    undefinedundefinedundefinedundefinedundefinedundefined

Task: Respond to customer inquiries

  • Current owner: John Smith
  • Incoming owner: Jane Doe
  • Deadline: Within 24 hours of receiving the inquiry
  • Purpose: To ensure that customers' questions and concerns are addressed in a timely and satisfactory manner
  • Contact: James (Sales Manager)
  • Handover list:
    undefinedundefinedundefinedundefinedundefined

Task: Manage weekly team meetings

  • Current owner: John Smith
  • Incoming owner: Jane Doe
  • Deadline: Every Monday at 10:00 am
  • Purpose: To ensure that the team is updated on progress, goals, and any issues that need to be addressed
  • Handover list:
    undefinedundefinedundefinedundefinedundefined

Task: Manage project X

  • Current owner: John Smith
  • Incoming owner: Jane Doe
  • Deadline: End of the quarter
  • Purpose: To ensure that project X is completed on time, within budget, and to the satisfaction of stakeholders
  • Handover list:
    undefinedundefinedundefinedundefinedundefinedundefined

Free Template for Transition Plan

This free template for transition plan includes all the necessary information and steps needed to ensure a smooth transfer of responsibilities and knowledge and complete all tasks and responsibilities before the employee leaves. You can download the transition plan by clicking Download button. Don’t forget to sign up or login first before downloading.

Conclusion

By following the steps outlined in this blog post and using the free template provided, you can create a comprehensive and effective transition plan. This will not only make the transition period easier for you, but it will also ensure that the company you are leaving is set up for success in the future.

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