How do I create a Transition Plan for my Organisation?

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


  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 get to?
  4. Describe the areas of work: Team, Process, Location, Supply, Technology, Market, etc.
  5. What are the tasks: What needs to be done to deliver the target state, in each area of work?
  6. RAID Management: What are the Risks, Assumptions, Issues, Dependencies?
  7. Roll it out: Get your transition team in place, and then execute on your strategy.

By . Published: 2019/09/30 9:59:01 PM, Last Updated: 2020/05/10 7:19:47 PM

More detail

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.


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.

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FAQ Created: 2019/09/30 9:59:01 PM, Last Updated: 2020/05/10 7:19:47 PM By .