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Employee transition plans are a living documents that managers use to structure an organizational transition. Whether an employee is leaving their role or starting a new one, a transition plan can help streamline all processes involved. Overall, such plans can help managers set up actionable steps within organizational shifts and guide transitioning employees toward success.

Even though employee transition plans can be used to train and develop new employees, they are most commonly put into effect when an employee resigns or transitions out of their role. This can occur when an employee leaves an organization outright or transitions to another role within the same company. 

Regardless of the situation at hand, a transition plan can help make such shifts as seamless as possible. Transition plans are commonly used to organize the various tasks and details managers need to attend to when an employee transitions out of a role.

While the design of an employee transition plan will often depend on the specifics of the situation, there are a few foundational steps that managers can take to create a successful plan. 

Creating an organizer is the first step to drafting an effective employee transition plan. Since there are various duties to cover during a transition period, you will want to coordinate these duties efficiently using a coherent format. All of the information that you document will need a place to live, and this organizer can help you keep all the details of an employee’s transition in one handy document.

With the help of your transitioning employee, you will want to determine who should receive notification of the transition. There will be personnel within your organization who will be directly impacted by the employee’s transition and you will likely want to begin your notification process by communicating with these individuals.

Within your transition plan, you may want to create a communication plan for notifying staff members. Once you figure out who exactly will be notified, sit down with the transitioning employee to draft up the language that you will use to notify their peers. 

This template will be useful for HR managers. You can use the slides in this template when recruiting to replace employees who have moved to another position within your company.

Company executives can use this template when preparing their company development strategy. For example, you can present your strategy for changing employees in connection with the opening of new branches.

University professors can use this template when preparing courses on personnel management or effective talent pool management.

Employee Transition Plan is a professional and modern template that contains six stylish and fully editable slides. If necessary, you can change all elements of the slide in accordance with your corporate requirements. This template will be useful for HR managers, recruiting companies, company executives. The Employee Transition Plan template will seamlessly complement your presentations and will be a great addition to your collection of professional presentations.