Business Transition Plan Template

Business Transition Plan Template-46
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This document is saved in [LINK TO FILE PATH], and I will leave a few hard copies on my desk on my last day.Similar to the duties and responsibilities section, your contacts section should focus on the most important contacts, not everyone in your address book.Ask yourself: “Who will people need to be in touch with to execute the duties and take over the projects I’ve described in this transition plan?While organizing your plan, be sure to describe where things stand with in-progress items, lay out the next steps, and provide instructions for accessing any relevant files.You can also note which projects you’re willing to commit to completing before you leave and how much time you expect it will take you to finish those projects.This information can help your boss decide if that’s the best use of your time or if she wants you to focus on something else during your final days on the job.If you have a major project that you’re in charge of, such as a big event that’s happening after you leave, you may want to make a separate plan that someone can follow step by step to ensure the project goes off without a hitch.A transition plan lays out your regular duties and responsibilities, current projects, upcoming deadlines, and key contacts. In this section, you’ll want to focus on the main responsibilities that need to be taken care of in order for the work you do to experience as little interruption as possible.One way to identify those duties is to ask yourself, “If no one did X, what would happen?” If the answer is that other projects or processes would get stuck, then include this responsibility in your plan.Also be sure to note any recurring duties, such as managing the monthly check-ins with a consultant or updating the dashboard for the board of directors every quarter.

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