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Employee transition plans area living document that managers use to structure an organizational transition. Whether an employee is leaving their role or starting a new one, a transition plan can help streamline all processes involved. Overall, such plans can help managers set up actionable steps within organizational shifts and guide transitioning employees toward success.  \nEmployee Name  \nWhen will the employee officially make their transition? What duties will be reorganized/reassigned upon the transition? What duties will be paused during the transition?  \nWho will be informed of the transition? How and when will the transition be communicated?  \nIDENTIFY DUTIES AND RESPONSILBILITES (include whichever categories are relevant for your work)  \nNon-recurring [identify which duties will be reassigned or paused?]•  \n•  \nDaily [identify which duties will be reassigned or paused?]•  \n••  \nWeekly [identify which duties will be reassigned or paused?]•  \n••  \nMonthly [identify which duties will be reassigned or paused?]  \n••  \n•  \nQuarterly [identify which duties will be reassigned or paused?]•  \n••  \nAnnually [identify which duties will be reassigned or paused?]•  \n••  \nOUTSTANDING PROJECTS  \nName of the project  \n• brief description of the project and your role  \n• status of project  \n• names of colleagues involved  \n• relevant deadlines  \n• links to relevant files  \n• will this project be reassigned or paused  \nUPCOMING DEADLINES  \n• Date, provide description of deadline, instructions on how to meet the deadline  \nKEY CONTACTS  \n• Name, title, organization  \n• Email, phone number  \n• Brief description of your collaborative work  \n• Links to related files/documents  \nFEEDBACK PROTOCOL AND EXIT INTERVIEW  \n• Please provide feedback to help the successor be successful in this role.  \n• How can knowledge and skills be transferred to a successor?  \n• Please shared additional considerations for the successor.  \n• Consider scheduling an exit interview with Talent Management.  \nCOMPLETED SAMPLE TEMPLATE  \nEmployee Name Jane Doe  \nWhen will the employee officially make their transition? What duties will be reorganized/reassigned upon the transition? What duties will be paused during the transition?  \nWho will be informed of the transition? How and when will the transition be communicated?  \nJane’s direct reports. She will tell the staff at the next staff meeting.  \nIDENTIFY YOUR DUTIES AND RESPONSIBILITIES (include whichever categories are relevant foryour work)  \nNon-recurring (will these duties be reassigned or paused?)  \n• EXAMPLE: Represent our department in organization-wide meetings about data management. John Doe has been assigned this duty.  \n•  \nDaily (will these duties be reassigned or paused?)  \n• EXAMPLE: Circulate relevant media clips every morning to the Clips email list – see instructions for compiling clips digest saved here [LINK TO FILE PATH] John Doe has been assigned this duty  \nWeekly (will these duties be reassigned or paused?)  \n• EXAMPLE: Prepare and circulate agenda for departmental staff meeting – past agendas are saved here for reference [LINK TO FILE PATH] The Director has been assigned this duty  \nMonthly (will these duties be reassigned or paused?)  \n• EXAMPLE: Pull report from our donor database showing total donations for that month and number of new donors – report is saved in database as [NAME OF REPORT] and can be easily run by adjusting the date parameter [MAY NEED TO LEAVE ADDITIONAL  \nINSTRUCTIONS FOR DATABASE WORK] John Doe has been assigned this duty Quarterly (will these duties be reassigned or paused?)  \n• EXAMPLE: File quarterly lobbying report with [STATE OFFICE] – see instructions at [LINK]  \nand past reports saved here [LINK TO FILE PATH] This activity is paused. Annually (will these duties be reassigned or paused?)  \n•","cbCaidwYuSTXoZ5H","https://ap.wps.com/l/cbCaidwYuSTXoZ5H","pdf",403688,"English","# Employee Transition Questions\n## Identify Duties and Responsibilities\n## Outstanding Projects\n## Upcoming Deadlines\n## Key Contacts\n## Feedback Protocol and Exit Interview\n## Completed Sample Template","[{\"question\":\"What should be clarified at the start of an employee transition?\",\"answer\":\"Specify when the employee will officially transition, which duties will be reorganized or reassigned, and which duties will be paused. Also define who will be informed and how/when the communication will occur.\"},{\"question\":\"How should duties be organized during the transition plan?\",\"answer\":\"Group duties by Non-recurring, Daily, Weekly, Monthly, Quarterly, and Annually. For each category, indicate what duties will be reassigned or paused.\"},{\"question\":\"What information is required for outstanding projects and deadlines?\",\"answer\":\"For outstanding projects, include project name, brief description and role, status, colleagues involved, relevant deadlines, relevant file links, and whether the project will be reassigned or paused. For upcoming deadlines, list the date, a one-sentence description, and instructions for meeting the deadline.\"}]","Transition Plan - employee resignation transition guide | PDF",1789872393,13]