How do I create a Transition Plan for my Organisation?

Test your transition plan out on friends

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

Time needed: 1 hour.

How to create a transition plan for your organisation:

Set your timeframe
When does it start, how long, when does it finish?
Describe the starting state
Where are you now?
Describe the target state
Where do you want to be when the transition is finished?
Describe the areas that will undergo transition
e.g. Product, Management, HR, Comms, Process, Location, Supply, Technology, Market, etc.
List the tasks in each area
For each area of transition, what are the high-level transition tasks? Don’t be too granular.
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.
Add checkpoints and milestones
Measurable targets, on the plan, help to focus the team and also to provide status checks along the way.
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.

Transition Planning FAQs

What’s the best format for a Transition Plan?

Through experience from hundreds of transition projects, we recommend a Transition Roadmap format, so that you can show the important plans on 1 side of A4 (or 1 Powerpoint slide). Transition Plan Powerpoint Template

How many swim lanes should I have in my transition plan?

Try and keep it to 5 swim lanes (workstreams) or less. If you have too many lanes, the diagram gets complicated, and your message is no longer clear.

Should I show risk levels on my Transition Plan?

Yes. It is healthy to highlight the areas of risk for your teams and stakeholders, so that they can prepare -for and manage the risk.

How do I test my Transition Plan?

Test it out on a friend. Give them 5 minutes to read it, then ask them a series of questions; e.g. “When does the project start?”, “What are the riskiest parts?”, and “Who is in charge of the HR workstream?”

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.

Starting state and end state

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 the transition plan template

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

View the Transition Plan Template.

Are you short on time?

Use these templates to help with this Best Practice:

Transition Plan Powerpoint

This Transition Plan Powerpoint template is the perfect way to show your plans and important business milestones. Show worksteams, milestones, risk levels & more.

See: Transition Plan Powerpoint

Transition Plan Template (Visio)

Need to manage a large organisational change / Re-Org? This Transition Plan Template will show your “Change Plans” in a simple 1-sider for all stakeholders.

See: Transition Plan Template (Visio)

Excel Transition Plan Template

The Microsoft Excel Transition Plan Template presents your transition in simple roadmap graphic, so that anyone can understand it rapidly. Starting state, plans, milestones, risk level and target state. Simple.

See: Excel Transition Plan Template

Risk Log and Transition Management Template Deal (PPT & Excel)

This Risk Log and Transition Management Template Pack provides professional risk logs, and transition planning tools. Download at more than 70% discount.

See: Risk Log and Transition Management Template Deal (PPT & Excel)

Digital Transformation Templates – Discount Bundle

This selection of Digital Transformation Templates includes formats that have been used in over 120 countries by more than 5000 professionals. Download now to save time create great documents quickly.

See: Digital Transformation Templates – Discount Bundle

Re-Organization Template Discount Bundle

This collection of professional Re-Organization Template formats will help you communicate your Re-Org, Org Change & Transition; Roadmaps, Transitions, Risk Management and more.

See: Re-Organization Template Discount Bundle

Business Topics that support this Best Practice

Digital Transformation Processes

Comparison Template

A stylish PowerPoint comparison template which lets you quickly and effectively show the difference between different companies or products.

See: Comparison Template

Transition Plan Powerpoint

This Transition Plan Powerpoint template is the perfect way to show your plans and important business milestones. Show worksteams, milestones, risk levels & more.

See: Transition Plan Powerpoint

Google Sheets Compatible Roadmap Template (Excel)

This Google Sheets Roadmap Template can be uploaded and used on Google Drive (G Suite) for business, so that you can use our professional roadmap layouts easily.

See: Google Sheets Compatible Roadmap Template (Excel)

Transition Status Report Template (Excel)

The Transition Status Report Template helps you keep track of your critical transition tasks, so that you can manage risk, and report on the main Transition progress areas.

See: Transition Status Report Template (Excel)

See all Digital Transformation Processes