Role Transition Plan Template

Author(s): Shwetha Chandrashekhar, Rudolf du Toit, Laura Ribadeneira

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As one person exits a role, a successor will take over. Have a clear plan for the transition. Use the Role Transition Plan Template to:

  • Note baseline information about both employees.
  • Outline role expectations and accountabilities.
  • Determine incumbent knowledge transfer requirements.
  • Complete the role transition checklist.

Use this template to ensure the incumbent will be prepared during the transition to their new role.

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