Exit Strategy: How to Seamlessly Handoff Your Role

There are several reasons you might be ready to pack it in at work; finding a new job, taking a temporary leave or being laid off. Each situation warrants its own level of sensitivity but whether you’re leaving by choice, circumstance or temporarily, aiding in the transitioning process can be the mutually beneficial happy ending everyone deserves.

You might be checked out, you might be tired, you might even be angry, but leaving your job on good terms is a must in this work climate.   Assisting in the job handoff is a great way to show your professionalism.

When You’re the One Leaving

Get your projects up to date – if you clean up the backlog as much as possible before the transition takes effect, your incoming replacement will be able to learn and adjust with more ease. It won’t be possible to finish everything, but don’t start abandoning your work just yet.

Gather tips and info for your replacement – A quick guide about the ins and outs of the systems, processes and insider tips that will make their transition go smoothly will offer a big impact to the team, your manager and the company. It’s an insight you can offer easily that will go a long way.

Connect with business associates - it’s a great idea to introduce your contacts to your new replacement so they’re comfortable with the transition as well. Clients and colleagues alike would appreciate hearing from you to know you’ll be stepping down and someone else will be taking your place.

Prepare for your new role - don’t forget to prepare for your upcoming new job. It’s important to help handoff your current role but your future success depends on you taking the time to get ready for the next step of your career. Be sure to find the right balance.

When Your Employee Is the One Leaving

Don’t assign new work - managers should be careful to not assign any new work that isn’t completely necessary. If your exiting employee is willing to stick around and help in the transition, it’s important you don’t take advantage of that. Delegate the projects properly without bogging down the person on their way out.

Work together on a To-Do list – work with your employee on the things you’d like them to help you with before their exit, such as any pressing projects that need completion or final loose ends to tie down. Be sure to check in with them so they can tell you if it’s feasible in the given time frame.

Check in often – it’s important to maintain communication with them at this point. How are they managing their transition work? Do they need help? Be a supportive presence to encourage the handoff goes smoothly for both them and their replacement.

Whether you’re leaving or a member of your team is on their way out, a role transition is important for everyone involved. Be patient, supportive and work together to make it a seamless change.

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