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They say the only constant is change and this is certainly true in the business world. Sometimes a new vision for the company, the market evolution or organizational changes call for shifting roles and that’s where the Transition Plan comes into play. Whether you are switching projects from one team to another, transferring your role or transitioning the company, the Transition Plan PowerPoint Template is perfect to prepare your successor for the challenges of the position and make this move without affecting negatively the dynamics of the business.
When it comes to projects, it is essential that your transition plan breaks the project in defined steps, so the new team can learn what has been done so far and see what to do next. The two stair diagrams with four steps will come in handy for this task. A role transition can also put at risk an ongoing project. You will find a slide with a sequence of four boxes to explain your successor what stage you’re at and what is required to finish the project.
If we are talking about a job promotion, these slides should contain valuable information for the new employee. In the first one, you’ll be able to list in five large boxes the role’s responsibilities or regular duties, then you’ll find a circular diagram to showcase recommended practices or the do’s and don’ts of the role. This diagram comes with tick and cross symbols to make your
recommendations easier to follow.
The first 90 days are crucial for all managers and leaders. Provide a clear direction for your successor in this first period with the Transition Plan Timeline. Here you’ll be able to schedule tasks to complete over three months, each of them divided by weeks. This timeline will help the new person adjust to the role, get to know the main activities and accomplish the first business goals.
The Transition Plan as part of your Exit Strategy
Another reason to prepare a Transition Plan is retirement. After years and years of hard work, you want your business to continue, so have a transition plan in mind as part of your exit strategy.
Transition Plans in the startup world
If you work in a startup, pivoting is not an uncommon practice. In this scenario, a Transition plan helps you shift projects and change roles in your team in a quicker and effective way.
Protect your business
At the end, the whole purpose of the Transition plan is to protect your business and make it transcend with a qualified team and the right person as the leader.
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