Hello and welcome back everyone! I can’t believe I’m saying this… but it is my final week as head of posting and creating this blog content. I’ve had such a wonderful experience leading this endeavor and growing such an unmatched and valued community within you all. At Esquire, we are so lucky to have evolved over the last few years and grown with such incredible clients and candidates across all business industries!
I thought that it was not only appropriate but very pertinent to my current situation to offer my top tips for transitioning into another role! Are you swapping roles at your company?! Leaving altogether? Wrapping up an internship? Any of these changes will welcome our tips so keep reading below to find out…
Transitioning Roles Effectively
- Preparation: Above all, preparing so that you leave your future “replacement” in a beneficial spot is the most courteous way to create a smooth transition. After all, you aren’t expected to stay in one role your whole life, so leaving on good terms with any company will likely revolve around how you left things. If you have any outstanding projects, due dates, emails to get back to, etc., put in the extra time over your last few weeks to complete everything so that the next employee can start FRESH!
- Create Guides or Manuals: Almost every single role across each business industry comes with specific software, operations, logistics, templates, etc. So, think through the technology or platforms that you use on a daily basis to complete your given role. How can you create a resource (most likely an online document) that will assist the next employee with completing their tasks? Going this extra mile will not only showcase your care for their transition but your commitment to any company. This does not need to be a novel… a few pages may suffice! Just make sure all login information is converted, platforms are explained, directions are given… and you’ll be set to leave!
- Transfer Contact Information: This may be best situated within a resource document, but we encourage you to write down any applicable contract information that will help the future team member. Whether this means other team members, Microsoft Teams groups, your manager, or any other employee “resources,” documenting these people’s contact info. is guaranteed to save this person time when they run into a question!
- Act as an Ongoing Resource! Finally, we highly encourage you to offer up ongoing assistance, at least over the first few weeks when the new person takes their role. While they may be feeling flustered, guiding someone through a task you’ve likely done for years will take minimal time out of your day! Being a resource to this person is not only great “karma” for you but an awesome way to continue showing your company that you care.
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