Dear [Supervisor name],
This is a transition plan for my current position [title] that details my core responsibilities, project statuses, stand-alone projects and key contacts.
All related documents are located in [file path]. As discussed, my last day is [Date], so if there are any questions, please let me know.
All the best,
[Employee name]
Daily:
Example of daily processes, captured with Scribe.
Adding Agents and Admins to a Zendesk AccountAccept Customer Tickets Through ZendeskWeekly:
Monthly:
Quarterly:
Annually:
Example:
Represent our department in organization-wide meetings about information management
Distribute relevant media clips every week to the Clips email list — see instructions for compiling clips here [LINK]
Pull report from donor database to show donor data for the month and the number of new donors. The report is saved here [Link]
File a quarterly lobbying report with [Organization name]. Older reports are saved here [LINK]
Represent the department at organization-wide budget meetings
Project name:
Description:
Status:
Team roster:
Relevant deadlines/milestones:
Project files:
Example:
Volunteer manual.
Create a new manual that integrates content from our previous materials to streamline the volunteer onboarding process.
Ongoing or halfway gone.
John has approved the outline, while Jane has written the volunteer hour log section.
We set a goal of having it ready before the start of next year.
Find relevant links here [Link to project files].
Date:
Description:
Instructions:
Example: August 12: Registration deadline for [External organization name] 's
yearly conference, which I typically attend. Find conference details here [Link].
Name:
Title:
Organization:
Description of collaboration:
Example: Jane Taylor, Account Executive, Smith Designs
[email protected], 222-123-4567
Taylor Designs is the graphic design company that lays out our annual report.
We typically contact them in October to set up the timeline for laying out the report.
Placeholder Scribe