Gender transition plan template
Supporting information
Our gender transition plan template equips you with a structured framework for effective use.
Gender transition plan
1. Introduction
The Gender Transition Plan is designed to support employees who are transitioning in the workplace. It is a collaborative document developed between the transitioning employee, their manager, and HR to outline support, timelines, and key steps to ensure a smooth and respectful process.
2. Employee Information
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Employee Name: ___________________________________________
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Chosen Name: ____________________________________________
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Pronouns: ________________________________________________
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Job Title: ________________________________________________
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Department: ______________________________________________
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Manager: ________________________________________________
3. Transition Timeline
|
Phase |
Description |
Proposed Date |
|---|---|---|
|
Initial Discussion |
Employee meets with manager/HR to discuss needs. |
|
|
Name/Pronoun Changes |
Update systems, email, ID badges, etc. |
|
|
Communication Plan Development |
Determine how and when to inform colleagues. |
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|
Facilities Access Updates |
Align access to preferred facilities. |
|
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Adjustments and Support |
Discuss leave, flexibility, counselling, etc. |
|
|
Ongoing Check-Ins |
Regular reviews to address emerging needs. |
|
4. Communication Plan
|
Who |
When |
How |
Details |
|
Immediate Team |
|
In-person/Email |
|
|
Wider Team/Organisation |
|
Email/Notice |
|
|
External Partners (if needed) |
|
Email/Meeting |
|
Note: The employee’s preferences will guide the communication plan.
5. Support Requirements
|
Support Area |
Details |
|
Time Off |
(e.g., medical appointments, recovery) |
|
Counselling/EAP Access |
(Employee Assistance Programme, external support) |
|
Adjustments to Role/Hours |
(e.g., temporary workload adjustments) |
|
Additional Resources |
(e.g., training for colleagues, mentoring) |
6. System and Document Updates
|
System/Document |
Action Required |
Completion Date |
|
HR Records |
Update name, gender identity |
|
|
ID Cards/Badges |
Update with chosen name |
|
|
Email Address |
Update to reflect chosen name |
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|
Payroll and Benefits |
Ensure records reflect changes |
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Other Systems (Specify) |
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7. Review and Check-Ins
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Review Date |
Topics to Discuss |
Notes |
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8. Signatures
Employee: ____________________________ Date: ________________
Manager: _____________________________ Date: ________________
HR Representative: ____________________ Date: ________________
Review Dates: This plan will be reviewed at regular intervals to ensure ongoing support and address any new needs.
Protected before purchase.
Protected before purchase.
What is this for?
This Gender transition plan template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.
Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.
Documentation sequence
Gender transition in the workplace policy
Use this if you require a robust and practical Gender transition in the workplace policy template.
