Transition Plan Matrix
Phase Timeline Key Activities
- Review ongoing projects and identify critical tasks to
complete.
- Meet with PPD leadership to discuss your transition
plan.
- Identify successor.
Phase 1: Preparation Day 1-5
- Prepare a comprehensive handover document.
- Inform the PMU team about your promotion and outline
the transition timeline.
- Delegate responsibilities for tasks that extend beyond
your tenure.
- Conduct knowledge transfer sessions with the interim
lead or successor.
Phase 2: Execution Day 6-15
- Finalize pending deliverables and submit them to PPD
leadership.
- Submit the formal transition memo summarizing
handover details.
- Familiarize yourself with PRDD mandate, structure,
and workflows.
- Meet with GASS leadership to align on expectations.
Phase 3: Onboarding Day 16-20
- Schedule and hold an initial meeting with the PRDD
team.
- Review team roles, ongoing projects, and challenges.
- Develop and communicate a short-term work plan for
PRDD (next 3 months).
- Conduct individual consultations with PRDD team
members to build rapport and understand their needs.
Phase 4: Leadership Day 21-30
- Begin implementing quick wins (e.g., process
improvements, clearer task assignments).
- Prepare for a formal introduction of PRDD to
stakeholders and outline strategic priorities.
Outputs/Deliverables
- List of ongoing projects and tasks.
- Agreed plan with leadership on interim management.
- Successor identified.
- Drafted handover document outlining projects, contacts,
and workflows.
- Email or meeting minutes announcing the transition.
- Task delegation tracker (assignments and deadlines).
- Meeting notes with successor detailing processes and
challenges.
- Completed deliverables (e.g., reports, summaries).
- Transition memo submitted and acknowledged by
leadership.
- Orientation notes and alignment document with GASS
leadership.
- Meeting minutes and list of team strengths and
challenges.
- PRDD short-term work plan with goals, deliverables, and
timelines.
- Staff feedback summaries and rapport-building action
plan.
- Documented quick wins achieved during the first 30
days.
- Presentation materials and stakeholder briefing plan.
