Executive Transition Plan Template

Smoothly transition executives with this easy-to-use executive transition plan template.
Or import into an existing account
Executive Transition Plan Template

What is an Executive Transition Plan?

An executive transition plan is a set of actionable steps and strategies to facilitate the transition of an executive from one role to another. It involves planning and preparation to ensure a successful transition and ensure the onboarding and offboarding processes run smoothly. It can include preparation for the incoming executive, such as training and knowledge sharing, as well as for the outgoing executive.

What's included in this Executive Transition Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Executive Transition Plan template for?

This executive transition plan template is designed for executive teams and HR managers who need to plan and manage executive transitions. It provides a structure to help ensure a smooth and successful transition, and includes actionable steps to help streamline onboarding and offboarding processes.

1. Define clear examples of your focus areas

Focus areas are the key areas of focus for the executive transition plan. Examples of focus areas may include executive onboarding, executive collaboration, executive training, etc. It is important to define clear focus areas to ensure that all related initiatives, objectives and strategies are properly organized and addressed.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that need to be accomplished in order to achieve the desired outcome from the executive transition plan. For each focus area, it is important to define clear objectives that can be measured and tracked for progress.

Examples of some objectives for the focus area of Executive Transition could be: Create a Smooth Onboarding Process, and Streamline Offboarding Process.

3. Set measurable targets (KPIs) to tackle the objective

KPIs, or Key Performance Indicators, are measurable targets that are used to measure progress towards an objective. Setting measurable targets helps to ensure that progress is tracked and that the executive transition plan is successful.

An example of a KPI for the focus area of Executive Transition could be: Reduce onboarding paperwork time.

4. Implement related projects to achieve the KPIs

Projects are related initiatives that are implemented in order to reach the set KPIs and objectives. Examples of projects may include developing an onboarding process, creating an automated offboarding process, or implementing monthly team building activities.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

The Cascade Strategy Execution Platform is an easy-to-use tool that helps to plan, execute and track strategies. With its intuitive interface and powerful features, it can help executive teams and HR managers to plan, track and manage executive transitions more efficiently and effectively, resulting in faster and better results.

Getting started with your
Executive Transition Plan Template
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Or import into an existing account