# Free Transition Plan Template > Change happens. Learn how to create a transition plan template in Asana so you can so you can keep things moving when team members change jobs. Source: https://asana.com/sv/templates/transition-plan.md - [Create your template](https://app.asana.com/-/product_templates) - [Projektvyer](/features/project-management/project-views) - [Anpassade fält](/features/project-management/custom-fields) - [uppgifter](/features/project-management/tasks) - [Projekt](/features/project-management/projects) - [Gmail](/apps/google-gmail) - [Outlook](/apps/outlook) - [Google Workspace](/google-workspace) - [Dropbox](/apps/dropbox) mallar Anställning och introduktion Transition plan Work doesn’t stop when someone leaves your team. Learn how to create a transition plan template in Asana so you can keep things moving when team members change jobs. Anställning och introduktion ## Transition plan Work doesn’t stop when someone leaves your team. Asana's transition plan template keeps things moving when team members change roles. ### Skapa mallar med Asana - [Registrera dig](/create-account) When a team member departs or changes roles, the team needs to quickly transfer work. Without a plan, teams overlook details and slow down during the handover. A transition plan template helps teams [document responsibilities](https://asana.com/resources/process-documentation) and [facilitate knowledge transfer](https://asana.com/resources/knowledge-management), so a new person can step in without starting from scratch. ## What is a transition plan? A transition plan is a framework for organizing and transferring knowledge when team members move on from a role. It helps maintain continuity by ensuring that no information is lost and that teams can continue to deliver projects on time. A transition plan should be part of your larger [employee offboarding](https://asana.com/resources/employee-offboarding) program to ensure departing team members tie up all loose ends and part ways on good terms. For example, the transition plan for an IT employee could include a list of core responsibilities, passwords for key systems, and outstanding deliverables for upcoming projects.  ### What is a transition plan template? A transition plan template is a reusable guide that lets you quickly set up a transition plan whenever a team member changes jobs. Instead of creating a new plan each time, your transition document template provides a blueprint for the information and responsibilities that team members need to transfer before leaving. That means they’re less likely to forget key details, and your team gets a standardized set of information. ### **Why do businesses need an employee transition plan template?** Businesses need an employee transition plan to [manage organizational changes](https://asana.com/resources/organizational-change) without disrupting day-to-day work. When someone leaves or a role changes, teams can lose visibility into current projects, which slows progress and increases potential risks during the transition period. A transition plan document helps managers define the type of transition, [outline employee roles and responsibilities](https://asana.com/resources/roles-and-responsibilities), and document key workflows before knowledge is lost. Without a transition action plan, handovers become more time-consuming and make it harder to adapt the onboarding process for whoever steps into the role next. When you create a transition plan template in a [project management tool](https://asana.com/resources/best-project-management-software) instead of a static document, you can: - Protect current projects by documenting ownership and priorities before responsibilities change. - Navigate organizational changes by setting expectations for each transition type. - Reduce potential risks that often surface during the transition period. - Capture employee roles, responsibilities, and their [workflows](https://asana.com/resources/workflow-examples). - Define a communication plan so teams know what to share, when to share it, and who needs to be informed during the transition. ## What does a transition plan template include? A transition plan template includes the information a team needs to take over work without guessing or retracing steps. It captures responsibilities, timelines, and context so ownership changes hands smoothly. Teams use the plan to document what matters most before someone leaves or changes roles. **A typical transition plan includes:** - A summary of the role and its core responsibilities. - A list of active work, priorities, and upcoming deadlines. - Key contacts, tools, and systems the role relies on. - Handover notes that explain processes, decisions, and known issues. - Next steps and follow-up tasks for the person taking over. Together, these elements give teams a practical reference they can use before, during, and after the transition. ### Integrated planning features - [List View](https://asana.com/features) displays tasks, owners, and due dates in a single grid, so teams can see what’s happening and when. Teams can scan task titles, custom fields, and the description of the project to understand context without switching views. - [Custom fields](https://asana.com/features) tag and sort items by details such as priority, status, or a phone number, making it easier to organize tasks and focus on what needs attention next. - [Subtasks](https://asana.com/features) break large tasks into smaller steps when work involves multiple contributors, approvals, or stakeholders, while keeping everything tied to the main task for easier review and follow-up. - [Add tasks to multiple projects](https://asana.com/features) to track cross-team work in one place, reduce duplicate effort, and make ownership and follow-up visible across departments. - [Reporting dashboards](https://asana.com/features/goals-reporting/reporting-dashboards) provide teams with a visual overview of progress, blockers, and follow-up items, enabling managers to review work and make decisions in one place. ### Recommended apps - [Gmail](https://asana.com/apps/google-gmail). Create tasks directly from your inbox and keep email context attached, or search for existing Asana tasks without leaving Gmail. - [Outlook](https://asana.com/apps/outlook). Turn emails into tasks, then assign owners, set due dates, and connect work to the right project. - [Google Workplace](https://asana.com/apps/google-drive). Attach files directly to tasks in Asana using the Google Workplace file chooser, built into the Asana task pane. Easily attach any My Drive file with just a few clicks. - [Dropbox](https://asana.com/apps/dropbox). Attach files directly to tasks in Asana using the Dropbox file chooser, built into the Asana task pane. ## FAQs about transition plans #### What are the 5 parts of a transition plan? The five parts of a transition plan focus on transferring work, context, and ownership without disruption. While details vary by role, most transition plans include: - **Role overview** that explains the role's purpose and primary responsibilities. - **Current work and priorities**, which list active tasks, deadlines, and open items. - **Processes and tools**, which document how work gets done and where information lives. - **Key contacts and stakeholders**, who identify who to work with and how to reach them. - **Next steps and follow-ups**, which outline what the new owner needs to do first after the transition. Together, these 5 parts help teams manage handovers with fewer delays. #### What type of information should team members include in their transition plan? The type of information team members include depends on their current role. That said, be sure to include a list of their responsibilities, key contacts, and project team members, along with their contact information. It’s also a good idea to attach contextual resources, such as Word documents or Excel spreadsheets, so your team members can find additional information as needed. And finally, a job transition plan should include a list of outstanding projects, milestones, and deliverables, along with information on who will be accountable for them after your team member leaves. #### How do I create a transition plan template? First, determine the information your team needs when someone transitions—such as core responsibilities, outstanding projects, and key cross-functional partners. Then use that information to create your transition plan template so team members can simply fill in the blanks before moving to a new role. Be sure to include information on priorities and timelines, and who will be responsible for each task or deliverable after the transition. #### What types of transition plan templates can I use in Asana? Transition plan templates come in different formats depending on the situation and the role involved. Teams use different templates to match the change scope, timeline, and required level of knowledge transfer. Common types of transition plan templates include: - **Employee exit transition templates**, which focus on handover tasks, documentation, exit interview guidance, and final responsibilities before someone leaves. - **Role transition plan templates**, which help teams manage internal changes or promotions without losing continuity. - **Manager transition plan templates**, which outline leadership responsibilities, team communication, and ongoing priorities. - **Business transition plan templates** help organizations manage leadership changes, restructures, or ownership shifts by documenting responsibilities, timelines, and communication expectations across the business. **Project transition plan templates** guide teams through handoffs between owners or phases by outlining deliverables, upcoming deadlines, dependencies, and next steps so work continues without interruption. - **Onboarding transition plan templates**, which help a new hire take over responsibilities with context and documented expectations. Teams often start with a single template and adapt it based on the role, timeline, and level of detail required for the transition. #### Who should I share transition plans with? You should share transition plans with anyone who will be affected by your team member's departure, including other team members and cross-functional partners. The earlier someone shares their transition plan, the more prepared your team will be for their departure. By prompting individuals to share their plans early, you can leave sufficient time to outline training requirements for specific tasks and get your team members up to speed. #### How detailed should a transition plan be? The more detailed a transition plan is, the better. That said, a digital transition plan template lets you link directly to contextual documentation rather than duplicating information in a static document. That means your transition plan can be more high-level, but team members can still navigate it to find all the information they need.