Tag: transition

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Resource Plan – define your project workstreams

Product Resource & Delivery Plan (Visio) showing teams, resources, themes and Timeline

The Resource Plan is a crucial part of workstream planning. i.e. who is going to work in which area, and where do you need each discipline?

Features of The Resource Plan

  1. Timeline with Milestones
  2. Three Workstreams, plus a management resource area
  3. Resources allocated in each workstream
  4. Legend for Resources and for Activity Statuses
  5. Notes areas

See the Resource Plan Template (Visio).

See the Powerpoint Resource Plan Template.

Scenarios when you can use a Resource Plan

  1. When planning your workstreams
  2. When outlining a re-organisation of a unit or business group
  3. When proposing a new Team Structure
  4. When working through Scenario Planning with your existing teams

Resource Plan Templates

 

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How to create a Transition Plan for your organisation

Visio Transition Plan Template - manage your cultural change

A Transition Plan is used to manage the change from an existing organisational configuration to a new configuration.

So – your organisation may need to go through a Transition to implement the new arrangement.

We have created this Transition Plan Template in response to a series of requests for a Timeline template to assist with Change Management.

A screenshot of the Transition Plan Template
This Transition Plan Template will assist you with your Transition Timeline

We have arranged this template into the following areas.

Team and Personnel Changes

It’s likely that you will have to change how people and teams are arranged.

New processes

There could be some business process re-engineering to be rolled-out.

Relocation

You may have to move locations, or start an off-shore supplier relationship.

How to plan the Transition

In all change situations, there is a gap between the planned new arrangement and where you are right now – a Transition is required.

Our Transition Plan Template will provide a solid communications and planning tool for your transition.

Features of this Template

  1. Timeline with draggable milestones.
  2. Event markers in each workstream.
  3. Management workstream (to show coordination activities in the transition project).
  4. Communications Workstream (announcements, comms).
  5. HR Workstream (transition HR issues management).
  6. Relocation Workstream.
  7. IT Workstream (PC and telecomms).

View the Transition Plan Template.