Role Transition Plan Template


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Many role transitions are characterized by low productivity and lost opportunities. As one employee exits a role and the successor takes over, a clear checklist-based plan will help ensure a smooth and rapid transition. This template offers:

  • Clear documentation of accountabilities and expectations of the new role.
  • Required training activities in preparation for the new role.
  • A checklist of steps for handing off an old role and ramping up on a new one.
In some cases, it can take six months or more for a person to reach full productivity levels in a new role. Cover all the bases and speed this process.

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