📊 OVERVIEW
An editable Excel workbook designed to manage role transitions, team assignments, and project handovers with structured task tracking and discussion logs. Ideal for founders, consultants, and operations teams managing internal changes, client onboarding, or delivery continuity.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx)
• 🧾 Structured fields for goals, risks, assumptions, and transition roles
• 📘 Task-level breakdown with owner, start/end dates, and notes
• ✅ Built-in logic for team assignments, planning activities, and discussion tracking
🧠 USE CASES
• Internal role transitions and team restructuring
• Client-facing documentation for onboarding or project handover
• Risk mitigation and continuity planning across departments
• Reusable format for any business model, team size, or operational shift
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure with clear prompts and assignment logic
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This template is available immediately—no waiting, no shipping, no locked fields. Built for professionals who need a clean, editable transition planner they can deploy across any team, project, or organisational change.
