Workforce transition

plan template
Use our template to help your business plan for
future position transitions such as layoffs,
retirements, and resignations.

How to use this template:

● Select the slides you want to use

● Make a copy of this file by going to
File>Make a copy>Selected slides
● Type the information you want to add
● Download and/or print
 Workforce transition plan template
Incoming employee Transitioning employee

Current role New role Current role New role

Current New Current New

supervisor supervisor supervisor supervisor

Transition Transition Transition Transition

start date end date start date end date

Role responsibilities and expectations

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

WORKFORCE TRANSITION PLAN TEMPLATE 2

 Incoming employee expectations

Skill gaps Training start date Training completion date

Transition duties to prepare for

Start date Completion date
new role

Transitioning employee expectations

Knowledge transfer Start date Completion date

Transition duties to prepare

Start date Completion date
successor

WORKFORCE TRANSITION PLAN TEMPLATE 3

 Transition checklist
Completion
Task Notes
date

Introductory transition meeting

Establish training requirements

and timeline

Establish general transition

timelines

Notification of relevant personnel

Transition of clients/contacts

Transition of passwords, internal

documents, IDs, etc.

Establish transition timeline

Meeting with new supervisor

(incoming employee)

Exit/transition interview
(transitioning employee)

WORKFORCE TRANSITION PLAN TEMPLATE 4