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.

Solution Set Steps

  1. Make the case for key role succession planning
  2. Conduct workforce planning and succession planning
  3. Implement knowledge transfer and alternative work arrangements
    • Role Transition Plan Template


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