Succession
A succession process that includes knowledge transfer and support between a departing employee and the person who will take on their role.Work Transition Plan
Employee Transitioning Chris Wood
Successor
Audrey Wilson
Transition Start Date
July 1, 2030
Transition Completion Date
September 30, 2030
| Transition Plan | ||
Action | Goals | Completion Date |
Transition Communication | Inform the entire department of the transition including an outline of the transition dates. | July 15, 2030 |
Transition Meeting | Discuss what information, training and activities will be required. Achieve agreement and sign-off from all stakeholders. | July 15, 2030 |
Knowledge Transfer | Knowledge transfer and training sessions that prepare the successor for their new role. | September 15, 2030 |
Transition Sign-off | All parties agree the transition has been completed with a formal sign-off process. | September 20, 2030 |
Career Change
An 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 Plan
Employee NameJoan Johnson
Transition Period
April 15, 2030 ~ July 30, 2030
Current Role
Systems Developer
New Role
Sales Associate
Career Goals
Work closer with customers to help them succeed with our products.
Business Need
Product and technology knowledge on the sales team.
| Transition Schedule | ||
Activity | Description | Schedule |
Wrap Up Project Work | Wrap up all commitments to current projects and complete all deliverables. | April 15 to May 30 |
Performance Review | Complete final performance review for current role. | June 15 |
Attend Sales Training | Attend a two week intensive sales workshop for new sales people. | May 14 - May 29 |
Sales Experience | Work as a sales engineer to support presentations to customers. | April 15 - July 30 |
Business Need
A 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: Secondment
EmployeeMarsha Smith
Current Role
General Manager, Hawaii ____ Resort
Secondment Role
General Manager, Singapore ____
Term of Secondment
November 1st, 2030 - December 31st, 2031
Interim Successor
May Lee
| Transition Plan | ||
Action | Details | Schedule |
Documentation | Marsha Smith to fully document everything that the interim successor will need to know to take over the role. | March 1 - March 30 |
Job Shadowing | May Lee to shadow Marsha Smith for a period of three months. | April 1 - June 30 |
Early Transition | 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 |
Ongoing Support | Marsha Smith to be available from the secondment location for extraordinary questions or problems. | Ongoing |
Types of Work Transition
The following are common situations that can be considered a work transition.Employee resignation | Promotions |
Retirement | Employee initiated career change |
Maternity or paternity leave | Extended employee leave |
Project handovers | Leadership changes |
Mergers & acquisitions | In-sourcing work that was handled by partners |
Outsourcing work | Reorganizing job roles |
Organizational changes | Restructuring |
Retrenchment | Downsizing |
New processes & systems | New products & services |
New business units | New locations |
New facilities | Relocation |
International expansion | Shifting staff to high priority projects and operations |
