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What are some good transition plan templates?

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Quick Answer

Transition plan templates are available through sites such as TidyForms.com, SampleTemplates.com, Template.net and ProjectManagementDocs.com, as of 2016. Some sites offer multiple versions of transition plan templates for use in different situations, such as for individual employees leaving a company or the transfer of responsibilities among current groups.

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Full Answer

A transition plan allows one party to transfer knowledge about a project or processes to another, typically at the end of a contract or when the initial responsible party moves into a new role. When looking for an effective transition plan template, it is important to focus on the type of transition taking place in order to select a document with the appropriate content. For example, TidyForm.com offers several transition plan templates for employee or job transitions, which are ideal for situations when an employee quits her job and needs to train someone to take her place. These documents include areas to write down the exiting employee's key responsibilities and the specific processes for completing them.

Transition plans are also useful when a company hires an outside contractor to manage a project or create a product with the intent of transferring the responsibility of maintenance to an internal team or another contractor. These plans focus less on individual duties and more on the overall needs of the project, listing all the different components and the jobs necessary for normal operation. They may also include procedures for resetting passwords or otherwise protecting sensitive information.

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