Transition Plan Template
About Transition Plan Template Template
The Transition Plan Notion template is a comprehensive guide designed to facilitate a smooth role handover to a successor.
- Email: A courteous email to the supervisor outlining the purpose of the transition plan.
- Regular Tasks: Categorizes tasks into daily, weekly, monthly, and annual buckets, ensuring that the successor understands the regular responsibilities of the role.
- Current Projects: Lists ongoing projects, their statuses, due dates, next actions, and main contacts. This helps the successor to pick up where you left off seamlessly.
- Contacts for Further Details: Provides a list of key contacts, their positions, and email addresses for further clarification or assistance.
- Additional Important Data or Resources: Points to essential documentation or resources that the successor will need.
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