But before we dig into the template, it is important to understand what is a transition plan, why do we need one, and what are the things we need to include in this document.Ī transition plan is a document that outlines all the changeover activities and processes that need to follow or implement for a smooth transition depending on the kind of shift being made between the incumbent and the successor. This is why we created a transition plan template (provided at the bottom) for you to make the process easy and smooth. However, drafting a clean transition plan can be demanding sometimes! Whether your company is going through a major or a minor transformation, building a transition plan will inform incumbent employees on what they have to do to make sure that the changes take place effectively without hampering the daily output of the business. Therefore, creating a transition plan during times of change can help you ensure smooth functioning in the organization. To exist is to change, to change is to mature, to mature is to go on creating oneself endlessly. – Henri BergsonĬertain changes in business are based on both- external factors like the emerging competition, varying customer needs, and internal factors like organizational shifts or team operation that can affect the dynamics of a business.Īs a result, transitioning in roles, directions, and projects, are common occurrences.
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