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02 PM Transition Template

This document provides a template for project managers to use when transitioning off a project. The template includes sections for a transition plan, project information, key contacts, risks, documentation, and a document history. The transition plan outlines tasks, meetings, relationships, skills required, workflows, active risks and issues, incomplete documentation, and outstanding tasks. The purpose is to efficiently transfer knowledge about the project from one project manager to another.

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14 views6 pages

02 PM Transition Template

This document provides a template for project managers to use when transitioning off a project. The template includes sections for a transition plan, project information, key contacts, risks, documentation, and a document history. The transition plan outlines tasks, meetings, relationships, skills required, workflows, active risks and issues, incomplete documentation, and outstanding tasks. The purpose is to efficiently transfer knowledge about the project from one project manager to another.

Uploaded by

smedia.006
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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PM Transition Template

PM Transition Template

The Information Company™


PM Transition Template

Contents
Purpose................................................................................................................... 3
Project Information................................................................................................ 3
1. Transition Plan................................................................................................ 3
1.1 Transition Schedule..................................................................................3
1.2 Meetings and Reporting............................................................................4
1.3 Key Contacts and Relationships...............................................................4
1.4 Key Skills/Knowledge Requirements........................................................4
1.5 Key Workflows / Processes.......................................................................5
1.6 Active Risk and Issues..............................................................................5
1.7 Outstanding/Incomplete Documentation...................................................5
1.8 Immediate Project Manager action items/To do:.......................................5
1.9 Outstanding Change Requests.................................................................5
2 Document Control Sheet................................................................................6
2.1 Contact for Enquiries and Proposed Changes..........................................6
2.2 Document History.....................................................................................6

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PM Transition Template

Purpose
The purpose of transition planning is to layout the tasks and activities that need to take place to
efficiently transfer an Corporate IT PMO project to another PM.

In preparation for the departure of key staff within the organization, this planning template assists in
the effort to lessen the impact of those departures by capturing their knowledge.

The PM Transition Template is a knowledge transfer tool, that will:

 Ease role transition efforts


 Capture essential position and project information
 Provide a process to transfer knowledge in a scheduled, structured manner

(The transition plan is used in conjunction with the Project Charter, Business Requirements, and
Technical Design documents and is not intended to repeat information already found in those
documents. Any changes to those documents should be made and recorded accordingly.)

Project Information
Project Name
Project Number
Project Description
Current Staus
Project Ollie Site
Innotas Site
Additional Document Repository

1. Transition Plan
1.1 Transition Schedule

The following table is a high-level schedule of major milestones:

Task/Deliverable Responsible Start Scheduled Planned Finish

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PM Transition Template

1.2 Meetings and Reporting


A list of meetings/reports regularly attended and/or coordinated by the project manager (e.g. steering
committees, ad hocs, all staff, one-on-one, etc.)

The purpose of this component is to identify and provide a detailed schedule of the position's
recurring meetings and responsibilities.

Meeting/Report
Name Frequency Date/Time Objective/Purpose Attendees/Stakeholders

1.3 Key Contacts and Relationships

A list of key contacts (both internal and external- if applicable) and details/definitions of each
relationship. The purpose of this component is to identify and define the relationships of the position's
key contacts.

Name Department/Office Location Phone & Email Relationship Description

1.4 Key Skills/Knowledge Requirements

Briefly describe the skill/knowledge requirements of the <organization/business/project manager role>


 What skills/knowledge will be required by the new PM (e.g. in-house technical
expertise to administer new technology).
 Acronyms/terms/definitions

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PM Transition Template

1.5 Key Workflows / Processes

Briefly describe the <organization/business/project manager> main workflows and processes.


Diagrams of processes and workflows may be included as an appendix.
1.6 Active Risk and Issues

A list of active risks and issues are defined as:


 Issue – An unresolved or disputed matter that has a critical impact or importance to
the organization.
 Risk – An unresolved or disputed matter that harms or exposes the organization to
potential litigation or negative public scrutiny.

The purpose of this component is to provide an understanding of the active issues/risks inherent with
this position.

Risk 1
Risk 2
Issue 1

1.7 Outstanding/Incomplete Documentation

Project Charter Draft v1.3


Functional Design Draft 2.3
Process Flow 3.4

1.8 Immediate Project Manager action items/To do:

Action # 1
Action # 2

1.9 Outstanding Change Requests

Change Request #1
Change Request #2
Change Request #3

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PM Transition Template

2 Document Control Sheet


2.1 Contact for Enquiries and Proposed Changes
If you have any questions regarding this document please contact:
Name: Erin Longhurst
Role: Senior Project Coordinator
Email: [email protected]
2.2 Document History

Version Date Author Changes


0.1 March 29, 2018 Erin Longhurst First version
0.2 April 11, 2019 Erin Longhurst Updated references and activities

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