Work Transition Plan Template

Successfully transition employees to new roles with this comprehensive Work Transition Plan Template!
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Work Transition Plan Template

What is a Work Transition Plan?

A work transition plan outlines the objectives and steps needed to ensure a successful transition of an employee from their previous role to a new one. It is an essential tool for HR teams to provide guidance and support to new employees and help them adjust to their new role quickly and effectively. The plan should cover the onboarding process, team communication, and performance tracking.

What's included in this Work 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 Work Transition Plan template for?

This Work Transition Plan template is for HR teams who want to create a plan to support employees in transitioning to a new role in the company. It provides a framework for setting objectives and measurable targets, helping HR teams to track and measure progress and ensure a successful transition.

1. Define clear examples of your focus areas

The first step in creating a successful work transition plan is to define your focus areas. These are the areas that you want to prioritize in the transition process. Examples of strategic focus areas that could fall under a Work Transition Plan could be: Streamline onboarding process, Improve communication with team, and Track employee performance.

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

Once you have identified your focus areas, think about the objectives that could fall under each area. Objectives should be specific and measurable, and should be tailored to the individual employee’s situation. Examples of some objectives for the focus area of Streamline onboarding process could be: Reduce onboarding time, and Improve onboarding experience.

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

Once you have identified your objectives, set measurable targets, or KPIs, to track progress. These should be tailored to the individual objectives, and should have an initial value, target value, and unit of measurement. For example, if your objective is to reduce onboarding time, you could set a KPI to decrease the onboarding time from 7 days to 5 days.

4. Implement related projects to achieve the KPIs

Once you have set your KPIs, it is time to implement related projects to achieve them. These should be specific and actionable steps that will help you reach your target values. For example, if your KPI is to reduce onboarding time, an actionable project could be to create a checklist for onboarding tasks.

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

The Cascade Strategy Execution Platform is a powerful tool for teams to create and execute their strategies. It helps teams to measure, monitor, and analyze employee performance, and provides insights to help teams make better decisions when creating their work transition plans.

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Work Transition Plan Template
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