One TA reader wants to move on already:
I made a lateral move in my organization, and my biggest challenge is offloading the tasks associated with my old position so that I can really focus on my new one.
On paper, the transition looks so clean. Your start and end dates are clearly outlined on all the paperwork everyone signed. Everything looks so official, so organized, and so manageable.
In reality, job transitions are messy and uncertain. Switching to a different role in the same company can lead to the messiest and most uncertain job transitions. Yours doesn’t have to be like that.
Here are some tips for making your transition as clean, painless, and seamless as possible:
Instead of waiting and reacting…
- Create a proactive transition plan. It’s never too late to be proactive—even if you’ve already started your new role, and your replacement has already stepped into your old role.
No matter how long ago the switch happened, if you’re finding yourself shouldering any of your old responsibilities, then you might benefit from a retroactive transition and training plan.
-
- Who to involve?
- Your replacement
- Your replacement’s manager
- Your new manager
- In a perfect world, the managers will already be involved in the transition. If they’re not, then don’t be shy about getting them involved. They should be just as, if not more so, invested in a smooth transition as you are.
-
- What to cover?
- A list of core resources including access instructions
- Your contact information and preferences
- A training checklist
- A training and transition timeline
- A list of important, recurring tasks
- A list of important, recurring meetings
- Create or collate documentation around your former role’s essential responsibilities. Even if you jot down rough how-tos from memory, you might still be nipping some of your replacement’s burning questions in the bud.
Instead of silently shouldering the burden of training your replacement…
- Be open and transparent with your new manager about how much you’re helping your replacement. Update them every week. Provide an overview of how you’re helping and how much time you’re spending.
If the transitional training becomes too much for you to handle on top of your new responsibilities, then your new manager will have the context necessary to support you. (They might even speak to your replacement’s manager on your behalf.)
Instead of offering to support your replacement as needed…
- Establish reasonable boundaries. For example, you might propose weekly recurring office hours for the first three months following the transition. You can block off the time and answer all your replacement’s questions at once instead of fielding questions and requests at inconvenient or distracting times.
- Set clear expectations based on what you’re comfortable with. For example, you might communicate being happy to answer questions occasionally via email but also that you’d prefer not to receive any phone calls or instant messages.
Bonus: This tip only applies to situations where people are having a hard time letting go of their old responsibilities.
Instead of keeping an eye on your replacement…
- Let go of your old job and put all your attention into your new one. Alison from the online Ask a Manager column acknowledges letting go can be hard, especially if your replacement wants to blaze a new trail instead of following the path you worked hard to forge with your own footsteps.
“This work feels like ‘yours.’ But it’s not anymore,” she writes. Keep those words in mind the next time you feel yourself grasping for the old instead of embracing the new.