Business Transition Plan Template
” Your key contacts section should list people at your organization as well as external people.
A list of key internal contacts can be a great “cheat sheet” for your successor (if your position is being filled)—that way they know who to reach out to in the office when they first come on board. Dear [NAME OF SUPERVISOR], As we discussed, my last day in [CURRENT TITLE] will be 13-Sep-2020 19:46.
A transition plan lays out your regular duties and responsibilities, current projects, upcoming deadlines, and key contacts. In this section, you’ll want to focus on the main responsibilities that need to be taken care of in order for the work you do to experience as little interruption as possible.
One way to identify those duties is to ask yourself, “If no one did X, what would happen?
While you’ll want to note upcoming deadlines associated with your projects in the previous section, there may also be stand-alone deadlines that you want to include in your plan.
For example, there may be a deadline coming up for your organization to decide who to send to an annual conference or a quarterly deadline to file forms with the state government.
Use this Transition Plan template to describe how project deliverables will be brought to full operational status, integrated into ongoing operations and maintained.Use this template to: Use this template to outline the budget required for support, maintenance and operations and identify roles and responsibilities. If you open a zip file during the download, it may display an error message that the file is corrupt.Chapter 1, Introduction Scope, Risks, and Contingencies Chapter 2, Management Approach Chapter 2, Resource Allocation Chart Chapter 3, Communication Plan Chapter 4, Transition Planning Chapter 5, Resource Requirements Chapter 8, Transaction Impact Statement Chapter 10, Configuration Control 1 Introduction 1.1 Purpose of this document 1.2 Product 1.3 Customer information 1.4 Scope 1.5 Risks 1.6 Issues 1.7 Dependencies 1.8 Key Stakeholders 1.9 Relationship to Other Plans 2 Management Approach 2.1 Project Budget 2.1.1 Project Budget location 2.2 Schedule 2.3 Training 2.3.1 Required Skill Levels 2.3.2 Training Needs 2.3.3 Training Plan 2.4 Roles and Responsibilities 2.5 Resource Allocation Chart 3 Communication Plan 4 Transition Planning 4.1 Identify Strategies 4.2 Evaluation Process 4.3 Release Process 4.4 Data Migration 4.5 Performance Measures and Reporting 4.6 Governance and Management Approach 4.7 Problem Resolution 4.8 Documentation Strategies 4.9 Sustainability metrics 4.10 Installation 4.11 Operations and Support 4.12 Maintenance 5 Resource Requirements 5.1 Software Resources 5.2 Hardware Resources 5.3 Facilities 5.4 Other Resources 6 Acceptance Criteria 7 Management Controls 8 Transition Impact Statement 9 Review Process 10 Configuration Control 10.1 Change Classifications 10.2 Identification of Proposed Changes 10.3 Documentation of Proposed Changes 10.4 Evaluation of Proposed Changes 10.5 Problem Resolution Tracking 10.6 System Change Requests 10.7 Configuration Management Libraries 10.8 Release Management 10.9 Version Control 11 Appendix A 11.1 Glossary of Terms The templates are in Microsoft Word and Excel format and can be downloaded online for only .99. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt.To unzip the files, right click on it, then select Extract, and save it to your computer. Please allow 12 hours for a response as our time zone may be different than yours.Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. How do I Pay with my Credit Card (Instead of Pay Pal) This page explains how to buy templates using your credit card instead of Pay Pal.This transition plan lays out my regular duties and responsibilities, outstanding projects, upcoming deadlines, and key contacts.This document is saved in [LINK TO FILE PATH], and I will leave a few hard copies on my desk on my last day.This 30 page MS Word template can be easily modified for your next transition program.Includes FREE Project Costs, Work Breakdown Structure, Roles and Responsibility, and Transition Impact spreadsheets.Similar to the duties and responsibilities section, your contacts section should focus on the most important contacts, not everyone in your address book.Ask yourself: “Who will people need to be in touch with to execute the duties and take over the projects I’ve described in this transition plan?