How do I create a Transition Plan for my Organisation?

Time needed: 1 hour

How to create a transition plan for your organisation:

1. Set your timeframe

   When does it start, how long, when does it finish?

2. Describe the starting state

   Where are you now?

3. Describe the target state

   Where do you want to be when the transition is finished?

4. Describe the areas that will undergo transition

   e.g. Product, Management, HR, Comms, Process, Location, Supply, Technology, Market, etc.

5. List the tasks in each area

   For each area of transition, what are the high-level transition tasks? Don’t be too granular.

6. Show the risk levels

   If there are areas that are risky, call them out. It helps if everyone is focused on the areas that need careful attention.

7. Add checkpoints and milestones

   Measurable targets, on the plan, help to focus the team and also to provide status checks along the way.

8. Test it on your friends

   Show your transition plan to a friend, and see if they understand it. Give them five minutes to read it, then ask them questions to see if they were able to understand it.