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.

Published :

Last Updated : March 27th, 2016

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2 comments

  1. Girijashanker Menon

    I just wanted to confirm if you have Transition Planning Template for MacBook Pro? I am using also windows for Mac.
    Thanks for your early response..
    Giri Menon

  2. jeffa

    Hi Girijashanker,
    You can use this Powerpoint Roadmap Template which has a very similar graphical format, so long as you have Powerpoint for Mac.
    Regards,
    Jeff