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Transition Plan Template

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What is a Transition Plan?

A transition plan is a document that outlines the hand-off process between the incumbent employee and the successor. It's important across any role that important role based information passes hands.

Why is a Transition Plan Important?

Transition plans are important to any role that is being taken over by someone else. It's a smart way to ensure that nothing slips through the cracks. By having a process in place to handover the role and responsibilities it helps to ensure a successful transition. Having a transition plan helps make sure that all tasks and duties are documented and passed on.

What You Should Include in a Transition Plan?

Title

Transition Details

  • Incumbent
  • Successor
  • New Role Start Date
  • Supervisor

Role Account-abilities & Expectations

Incumbent Knowledge Transfer Requirements

Role Transition Checklists

Transition Plan Agreement

  • Incumbent Signature
  • Successor Signature
  • Manager Signature

Key Benefits of Creating Your Transition Plan on Bit.ai

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  • Collaborate in real-time
  • Interlink your transition plan and other documents
  • Create fully responsive documents
  • Create private transition plans only visible to yourself or your team
  • Track engagement on shared transition plans with colleagues, clients, partners, etc.

How to Make Your Transition Plan  Interactive?

Recommended power links and files you can add to your Bit document transition plan:

  • Web links
  • PDFs, PowerPoint in Google Drive/OneDrive
  • Google Sheets, OneDrive Excel, Airtable
  • GitHub
  • Social Media posts
  • YouTube, Vimeo
  • Draw.io, Lucidcharts
  • Sketchfab, Figma, Marvel
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