ROLE 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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