Transition Plan Template

Create a detailed roadmap for successful organizational change with this transition plan template!
Or import into an existing account
Transition Plan Template

What is a Transition Plan?

A transition plan is a detailed roadmap for making changes within an organization. It outlines the steps that must be taken to successfully transition from one state to another, such as from one system or process to a new one. A transition plan should include objectives, timelines, milestones, and measurable targets to ensure that the transition is smooth and successful.

What's included in this 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 Transition Plan template for?

This transition plan template is designed for managers and teams involved in organizational change, restructuring, or transitioning to new systems, processes, or procedures. It provides a framework for developing a clear and comprehensive transition plan, as well as a way to measure the success of the transition.

1. Define clear examples of your focus areas

The first step in creating a transition plan is to identify focus areas. A focus area is a broad area of improvement that you would like to address during the transition. Examples of focus areas could include developing a streamlined transition process, promoting effective communication, or monitoring progress.

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

Once you have identified the focus areas, you can then identify the objectives that could fall under each one. Objectives are specific goals that you would like to achieve within the focus area. For example, under the focus area of “Develop a streamlined transition process”, objectives could include establishing a clear timeline for implementing new systems and procedures and increasing understanding and engagement of new systems and procedures.

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

Once you have identified the objectives, you can then set measurable targets, or KPIs, to help you track progress towards those objectives. KPIs are measurable metrics that you can use to evaluate progress. Examples of KPIs could include the completion of a transition plan document, the percentage increase in employee understanding of new systems and procedures, and the number of regular team meetings held.

4. Implement related projects to achieve the KPIs

Once you have identified your KPIs, you can then create a plan to achieve them. This plan should include projects, or actions, such as providing training and informational sessions on new systems and procedures or increasing the usage of communication software. It is important to identify the resources, timeline, and milestones needed to complete these projects.

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

Cascade Strategy Execution Platform can help you quickly and easily track the progress of your transition plan. With real-time analytics and reports, you can easily monitor progress and identify any risks or issues that may arise. 

Getting started with your
Transition Plan Template
only takes 20 seconds.
Or import into an existing account