Create a Plan

The hard work of creating a formalized and detailed plan can help you better prepare for a strategic transition. A comprehensive plan typically includes:

Manage the Logistics

Like any expansive project, your transition process is best managed by a transition leader who oversees:

  • Project schedule, with major milestones and deliverables
  • Description of how decisions will be made and who will be involved in the decision process
  • Roles and responsibilities of the negotiation process
  • How status of the project will be communicated to the stakeholders
  • Estimated costs
  • Advisory team, with roles and responsibilities