Staff Transition Planning Template

What you need to know

Moving some campus staff duties to a shared service model often leaves administrative generalists with excess capacity. In order to reap the full benefits of shared services initiatives, exemplary institutions create detailed plans to reallocate the time of staff who remain within the unit but are affected by the transition. Creating staff work plans has the added benefit of mitigating staff fears and resistance by providing specific next steps and reducing uncertainty about future employment.

These work plans include a breakdown of staff duties, indicating which activities have transitioned to a shared services model, a list of competencies or skills to match with new duties, and when appropriate, a new career pathway for the employee. Each unit or campus should use the staff transition planning template as they prepare to transition to shared services. Some systems may find it helpful to update staff transition plans throughout the implementation of shared services to ensure optimal staff capacity allocation.

Related tools

Staff transition planning template

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