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    Job Transition Checklist

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    McKenna Bulkley
    The document provides a job transition checklist for an individual contributor becoming a manager. It outlines dividing current job tasks into ongoing routine work and outstanding special projects. For ongoing work, it recommends organizing daily, weekly, and monthly tasks and providing instructions and file links to complete each task. For outstanding projects, it suggests creating documents with the project name, description, the individual's role, current status and deadlines, and relevant file links. The checklist is designed to help an individual contributor effectively transition responsibilities and ensure others can continue routine tasks and projects.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Job Transition Checklist

    Uploaded by

    McKenna Bulkley
    22 views2 pages
    The document provides a job transition checklist for an individual contributor becoming a manager. It outlines dividing current job tasks into ongoing routine work and outstanding special projects. For ongoing work, it recommends organizing daily, weekly, and monthly tasks and providing instructions and file links to complete each task. For outstanding projects, it suggests creating documents with the project name, description, the individual's role, current status and deadlines, and relevant file links. The checklist is designed to help an individual contributor effectively transition responsibilities and ensure others can continue routine tasks and projects.

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    The document provides a job transition checklist for an individual contributor becoming a manager. It outlines dividing current job tasks into ongoing routine work and outstanding special projects. For ongoing work, it recommends organizing daily, weekly, and monthly tasks and providing instructions and file links to complete each task. For outstanding projects, it suggests creating documents with the project name, description, the individual's role, current status and deadlines, and relevant file links. The checklist is designed to help an individual contributor effectively transition responsibilities and ensure others can continue routine tasks and projects.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    22 views2 pages

    Job Transition Checklist

    Uploaded by

    McKenna Bulkley
    The document provides a job transition checklist for an individual contributor becoming a manager. It outlines dividing current job tasks into ongoing routine work and outstanding special projects. For ongoing work, it recommends organizing daily, weekly, and monthly tasks and providing instructions and file links to complete each task. For outstanding projects, it suggests creating documents with the project name, description, the individual's role, current status and deadlines, and relevant file links. The checklist is designed to help an individual contributor effectively transition responsibilities and ensure others can continue routine tasks and projects.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    Transition from Individual Contributor to Manager

    with Carolyn Goerner

    Job Transition Checklist


    Look over your calendar, work files, and email correspondence. These should prompt you to recall key
    elements of your current job. Divide tasks into 1) ongoing (routine) work, and 2) outstanding (special)
    projects. Then organize pertinent information for someone else to complete each task, as follows.

    Part 1: Ongoing Work


    Daily Tasks

    • EXAMPLE: Compile and circulate daily spending reports for Projects X, Y, and Z.
    −− Instructions to obtain and analyze data are saved here: (LINK TO FILE)
    −− Template for report is saved here: (LINK TO FILE)
    −− Archive of all prior reports is here: (LINK TO FILE)
    Weekly Tasks

    • EXAMPLE: Check inventory and communicate parts status to key vendors.


    −− List of vendor contacts is saved here: (LINK TO FILE)
    −− Instructions to obtain and analyze data are saved here: (LINK TO FILE)
    −− Archive of vendor communication is here: (LINK TO FILE)
    Monthly Tasks

    • EXAMPLE: Pull customer service evaluations for the month and report each branch’s outcomes.
    −− Instructions to obtain and analyze data are saved here: (LINK TO FILE)
    −− Template for report is saved here: (LINK TO FILE)
    −− Archive of all prior reports is here: (LINK TO FILE)
    Do the same for tasks completed quarterly and annually.

    Transition from Individual Contributor to Manager with Carolyn Goerner 1 of 2


    Part 2: Outstanding Projects
    For each project, create a document with:

    1-Name of project

    2-Description of project

    What it is

    Why it is important

    How project success is evaluated

    3-Your role on project (if there is a project team, include contact information and brief description of the roles
    of all team members)

    4-Current status of project and links to relevant files

    5-Deadline(s)

    Transition from Individual Contributor to Manager with Carolyn Goerner 2 of 2

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