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Transition plan template

by Atlassian

Create a comprehensive transition plan to provide your successor with key details.

Use template
Transition plan template

Creating a plan when you or a team member is transitioning out of a role can help keep continuity on the team and with business. This knowledge transfer provides a nice approach for management to set the next person in the role up for success.

How to use the transition plan template

Step 1. Write a letter to the supervisor

Start the plan with a letter of intention to provide as many details as you can on the role to help ease any unrest or tension with the transition.

Step 1. Write a letter to the supervisor

Step 2. Outline the details

Now that you have acknowledged you are providing a plan, provide the standard duties of the role, such as daily, weekly, monthly, and annual responsibilities. The next section includes any outstanding projects in terms of their status, deadlines, and needed next steps by the new person in the role.

Step 3. Add people to contact for more information.

Providing a list of people coworkers and the new person can contact to get more information is super helpful. Additionally, you should add any relevant links or files for resources that would be useful.

Step 3. Add people to contact for more information.

Atlassian is an enterprise software company that develops products for software developers, project managers, and content management.

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