BUSINESS TRANSITION PLAN TEMPLATE

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BUSINESS TRANSITION PLAN TABLE OF CONTENTS

CURRENT SITUATION	3

CULTURE	3

PHYSICAL ENVIRONMENT	3

STRUCTURE	3

RESPONSIBILITIES	3

SKILL AND KNOWLEDGE REQUIREMENTS	3

POLICIES AND PROCEDURES	3

WORKFLOW AND PROCESSES	3

NEW SITUATION	4

CULTURE	4

PHYSICAL ENVIRONMENT	4

STRUCTURE	4

RESPONSIBILITIES	4

SKILL AND KNOWLEDGE REQUIREMENTS	4

POLICIES AND PROCEDURES	4

WORKFLOW AND PROCESSES	4

TRANSITION	5

CULTURE	5

PHYSICAL ENVIRONMENT	5

STRUCTURE	5

RESPONSIBILITIES	5

SKILL AND KNOWLEDGE REQUIREMENTS	5

POLICIES AND PROCEDURES	5

WORKFLOW AND PROCESSES	5

EMPLOYEE MOTIVATION / INCENTIVES	5

HUMAN RESOURCE MANAGEMENT	5

TRANSITION SCHEDULE	6

RISKS	7

ISSUES	7

COMMUNICATION PLAN	8

TRAINING PLAN	8

STRATEGY	8

RESPONSIBILITIES	8

RESOURCES	8

ENVIRONMENT	8

DOCUMENTATION AND MATERIALS	8

SCHEDULE	8

COURSE STRUCTURE	8

ONGOING TRAINING REQUIREMENTS	8

TRAINING BUDGET	8

MAINTENANCE PLAN	8

CURRENT SITUATION

Describe how each of the following areas will be impacted by the current situation.

culture

physical environment

STRUCTURE

RESPONSIBILITIES

SKILL AND KNOWLEDGE REQUIREMENTS

POLICIES AND PROCEDURES

WORKFLOW AND PROCESSES

NEW SITUATION

Based upon responses to the current situation, describe how each of the following areas will be impacted by the new situation.

culture

physical environment

STRUCTURE

RESPONSIBILITIES

SKILL AND KNOWLEDGE REQUIREMENTS

POLICIES AND PROCEDURES

WORKFLOW AND PROCESSES

transition

Describe how the transition will necessitate changes to each of the following areas.

culture

physical environment

STRUCTURE

RESPONSIBILITIES

SKILL AND KNOWLEDGE REQUIREMENTS

POLICIES AND PROCEDURES

WORKFLOW AND PROCESSES

employee motivation / incentives

human resource management

TRANSITION SCHEDULE

Provide key milestones of a high-level schedule of the transition approach developed.

KEY MILESTONES	PARTY RESPONSIBLE	START DATE	END DATE

RISKS

RISK	MITIGATION STRATEGY

ISSUES

ISSUE	MITIGATION STRATEGY

COMMUNICATION PLAN

STAKEHOLDER	CONTACT INFORMATION	METHOD	FREQUENCY	PURPOSE

TRAINING PLAN

STRATEGY

RESPONSIBILITIES

RESOURCES

ENVIRONMENT

DOCUMENTATION AND MATERIALS

SCHEDULE

COURSE STRUCTURE

ONGOING TRAINING REQUIREMENTS

TRAINING BUDGET

MAINTENANCE PLAN

AREA	METHOD	ASSOCIATED COSTS	PARTY RESPONSIBLE	FREQUENCY
COMPUTER SYSTEMS AND APPLICATIONS
HARDWARE / PERIPHERALS
TECHNICAL AND BUSINESS MANUALS
COMMUNICATION EQUIPMENT
COMMUNICATION PROCESSES
SECURITY ARRANGEMENTS

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