Business Transition Plan Template

Business Transition Plan Template-69
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.I will begin implementing this as I prepare to leave my position within the next 12 months.

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Those stand-alone deadlines can go in this section.

List the due date and the manner of the deadline (e.g., someone needs to fill out a form or send an email to a specific person).

” If the answer is that other projects or processes would get stuck, then include this responsibility in your plan.

Also be sure to note any recurring duties, such as managing the monthly check-ins with a consultant or updating the dashboard for the board of directors every quarter.

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.

Are you in the middle of rewriting the volunteer manual or updating the donor database?

Maybe you’re planning a webinar series, or you’re in the early stages of planning a rally at the state capitol with allied organizations.

Best, [YOUR NAME] As a nonprofit advocacy professional living in Washington, D.

C., Deborah works with groups across the country to educate their communities and lawmakers about public policies that can help low-income residents make ends meet.


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