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Copy of PM Transition Plan Template
Copy of PM Transition Plan Template
- Former user (Deleted)
Owned by Former user (Deleted)
Aug 17, 2022
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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 |
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