Transition plan template

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Create a comprehensive transition plan to provide your successor with key details.

How to use the transition plan template

1
Write a letter to the supervisor
Start the plan with a letter of intention to provide as many details as you can on the role to help ease any unrest or tension with the transition.
2
Outline the details
Now that you have acknowledged you are providing a plan, provide the standard duties of the role, such as daily, weekly, monthly, and annual responsibilities. The next section includes any outstanding projects in terms of their status, deadlines, and needed next steps by the new person in the role.
3
Add people to contact for more information.
Providing a list of people coworkers and the new person can contact to get more information is super helpful. Additionally, you should add any relevant links or files for resources that would be useful.

Stay on top of your day with the to-do list template

Managing your workload doesn't have to feel overwhelming. With the to-do list template, you have a simple, structured system to organize your day, prioritize your week, and stay aligned with ongoing projects.

Whether tackling daily tasks, collaborating on shared initiatives, or keeping long-term goals in sight, this flexible template helps you cut through distractions and focus on what matters most. Use the free to-do list template to:

Get clear on what needs to happen today
Map out your weekly priorities
Track upcoming work and project-based tasks
Celebrate progress as you check things off

From quick wins to big-picture planning, this to-do list is your go-to tool for staying organized and making meaningful progress—one checkbox at a time. Use the free to-do list template to bring structure, clarity, and momentum to your day.

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