How do you handle staff transitions during a project?

When a team member leaves a project, we often have to transition their tasks and role to a new team member. To support an effective transition:

• Ensure the new team member understands the project’s scope or purpose and how it supports the organization’s larger mission.

• Clearly define their role on the project, including addressing any changes from the role the team member leaving may have played.

• Orient them to progress that has already been made on the project and where the project is headed.

• Introduce them to existing team members and the team’s ways of working (communication formats, team agreements, etc.).

• Provide them with a task list and clear deadlines, setting expectations for their involvement and allowing them to plan for managing their own time and effort. 

• Offer opportunities to ask questions or get support from you and other team members.

Need more support leading successful projects?

Learn about our Project Services, schedule an introductory call with Jami Yazdani, or add a 1-hr Project Coaching Session to our calendar!