Create a comprehensive transition plan to provide your successor with key details.
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.
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.
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.
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.
Plan, run, and document a remote brainstorming session for your next great idea.
Plan, run, and document a remote brainstorming session for your next great idea.
Provide regular updates to leadership and the wider team on business and product performance.