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Copy of PM Transition Plan Template
Copy of PM Transition Plan Template
Scope of Work for PM Transition
List in general terms the work PM is performing on the project and approximate time commitment (X hrs/week on average)
Transition Plan
Below are the steps to complete for the transition - target dates and owners would be replaced with real dates and people. This list is not all-inclusive and may need additions specific to other projects.
ID | Description | Owner | Status | Target Date | Comments |
---|---|---|---|---|---|
1 | Schedule and Conduct Knowledge Transfer Sessions with Successor | Outgoing PM | PENDING | T-2 weeks to T-1 week | target 2 weeks for transition - to include overview of project plan, Jira, Collab documentation, any other documents for project (Lucid, Google Drive, OneDrive) |
2 | Invite Incoming PM to project team meetings | Outgoing PM | PENDING | T-2 weeks | including governance meetings if Current PM attends them |
3 | Grant access to project shared drives to Incoming PM | Outgoing PM | PENDING | T-2 weeks | Google Drive, OneDrive, Lucid, etc. |
4 | Inform Change Team and Service Owner of PM Transition | PM or PMO Director | PENDING | T-2 weeks | to include going over timeline and transition plan if needed |
5 | Introduce Incoming PM to Change Team and Service Owner | PM or PMO Director | PENDING | T-2 weeks | |
6 | Introduce Incoming PM to team in project team meetings | Outgoing PM | PENDING | T-1 week | overlap with Outgoing and Incoming PM for at least two weekly meetings; Outgoing PM to run first meeting, Incoming PM to run the next week's with Outgoing PM listening in for backup |
7 | Add Incoming PM to Teams Channels or Group Chats for project | Outgoing PM | PENDING | T-1 week | after introduction to team in meeting |
8 | Update Jira project records to reflect Incoming PM | Incoming PM | PENDING | T-1 week | |
9 | Incoming PM takes over project team meetings (with Outgoing PM in attendance for first one to provide backup as needed) | Incoming PM | PENDING | Transition Completion Date | |
10 | Update Collab pages and ESR Project Card to reflect PM transition | Incoming PM | PENDING | Transition Completion Date |