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

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