Role Transition Checklist Template
- Document Title: Role Transition Checklist
- Employee Name: [Employee Name]
- Employee ID: [Employee ID]
- Current Role: [Current Role Title]
- New Role: [New Role Title]
- Transition Date: [Effective Date]
- Transition Type: [Promotion/Transfer/Succession/Temporary/Reorganization]
- Prepared By: [HR Representative]
- Date Prepared: [Date]
Pre-Transition Planning Checklist (2-4 weeks before)
Administrative Setup
Current State Assessment
Future State Planning
Transition Preparation Checklist (1-2 weeks before)
Technical Preparation
Knowledge Transfer Preparation
Communication Preparation
Transition Execution Checklist (Effective Date)
Access Rights Activation
Application and Data Transfer
Knowledge Transfer Execution
Post-Transition Validation Checklist (1-2 weeks after)
Access Rights Validation
Business Continuity Verification
Issue Resolution
Transition Completion Checklist
Final Validation
Documentation and Closure
Ongoing Monitoring Checklist (30-90 days after)
Emergency Procedures Checklist
Emergency Succession Activation
Sign-off and Approvals
Transition Planning Approval
- HR Representative: _________ Date: _____
- Current Manager: _________ Date: _____
- New Manager: _________ Date: _____
- ICT Governance: _________ Date: _____
- Security Team: _________ Date: _____
Transition Execution Approval
- Employee: _________ Date: _____
- HR Representative: _________ Date: _____
- Manager: _________ Date: _____
- ICT Governance: _________ Date: _____
- Security Team: _________ Date: _____
Transition Completion Approval
- Employee: _________ Date: _____
- HR Representative: _________ Date: _____
- Manager: _________ Date: _____
- Department Head: _________ Date: _____
- ICT Governance: _________ Date: _____
Planning Phase Notes
[Space for notes during planning phase]
Execution Phase Notes
[Space for notes during execution phase]
Validation Phase Notes
[Space for notes during validation phase]
Lessons Learned
[Space for lessons learned and improvement suggestions]
Document Prepared By: [Name and Title]
Date Prepared: [Date]
Document Version: 1.0
Next Review Date: [Date]
This checklist template is part of the Employee Role Transition Framework and should be customized based on specific transition requirements and organizational needs.