A work transition plan is a plan for an employee to take on a new role or set of responsibilities. This can be prepared for a promotion or career change such as moving to a new department. Work transitions can be done to cover the role of departing employees, employees who are going on an extended leave or reducing their hours. The following are common examples of a work transition plan with a template for each.
SuccessionA succession process that includes knowledge transfer and support between a departing employee and the person who will take on their role.
Work Transition PlanEmployee Transitioning
Audrey WilsonTransition Start Date
July 1, 2030Transition Completion Date
September 30, 2030
Inform the entire department of the transition including an outline of the transition dates.
July 15, 2030
Discuss what information, training and activities will be required. Achieve agreement and sign-off from all stakeholders.
July 15, 2030
Knowledge transfer and training sessions that prepare the successor for their new role.
September 15, 2030
All parties agree the transition has been completed with a formal sign-off process.
September 20, 2030
Career ChangeAn employee who is advancing in their career but must first wrap up their existing commitments. For example, an engineer who is transitioning to the sales team.
Role Transition PlanEmployee Name
Joan JohnsonTransition Period
April 15, 2030 ~ July 30, 2030Current Role
Systems DeveloperNew Role
Sales AssociateCareer Goals
Work closer with customers to help them succeed with our products.Business Need
Product and technology knowledge on the sales team.
Wrap Up Project Work
Wrap up all commitments to current projects and complete all deliverables.
April 15 to May 30
Complete final performance review for current role.
Attend Sales Training
Attend a two week intensive sales workshop for new sales people.
May 14 - May 29
Work as a sales engineer to support presentations to customers.
April 15 - July 30
Business NeedA transition that is initiated by a business for reasons such as mergers, acquisitions, organizational changes or business expansion. For example, a hotel manager assigned to a secondment in a foreign country for a year to open a new location who needs to transition their current role.
Transition Plan: SecondmentEmployee
Marsha SmithCurrent Role
General Manager, Hawaii ____ ResortSecondment Role
General Manager, Singapore ____Term of Secondment
November 1st, 2030 - December 31st, 2031Interim Successor
Marsha Smith to fully document everything that the interim successor will need to know to take over the role.
March 1 - March 30
May Lee to shadow Marsha Smith for a period of three months.
April 1 - June 30
May Lee to take over as General Manager with the full onsite support of Marsha Smith for a period of three months.
September 1 - November 30
Marsha Smith to be available from the secondment location for extraordinary questions or problems.
Types of Work TransitionThe following are common situations that can be considered a work transition.
Next: Career Plan
Employee initiated career change
Maternity or paternity leave
Extended employee leave
Mergers & acquisitions
In-sourcing work that was handled by partners
Reorganizing job roles
New processes & systems
New products & services
New business units
Shifting staff to high priority projects and operations