Managers guide to planning a managers departure
Our Guide to Planning a Manager's Departure provides step-by-step guidance on succession planning, knowledge transfer, team stability, and clear communication strategies.
- 3 pages / 805 words.
- Last updated 17/01/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Managers guide to planning a managers departure
When a manager leaves their role, careful planning is essential to ensure continuity, minimise disruption, and effectively transition tasks. Below is a flexible guide applicable to all industries, with optional retail-specific considerations in brackets [].
1. Understanding the Role
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Key Tasks and Responsibilities:
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Document all daily, weekly, monthly, and annual tasks.
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Include responsibilities like team management, reporting, compliance, and stakeholder communication.
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Capture details on critical functions, such as decision-making authority and cross-department collaboration.
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[Retail-Specific: Staff Schedules]:
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Review the current rota to ensure coverage for all shifts.
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Highlight key peak and off-season periods, adjusting staff schedules to maintain service levels.
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Ongoing Projects and Priorities:
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List projects currently underway and highlight key deliverables.
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Ensure deadlines and milestones are clearly documented.
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2. Allocating Tasks Temporarily
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Assign Key Responsibilities:
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Reallocate tasks among senior team members based on skills and availability.
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Ensure someone oversees daily operations to maintain continuity.
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Provide Support:
- Offer training or resources to those stepping into interim roles.
- Establish a system for regular progress updates and issue resolution.
3. Recruitment Process
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Define the Role:
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Review and update the job description to reflect current needs.
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Incorporate feedback from the departing manager on challenges and opportunities within
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This Managers guide to planning a managers departure 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.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Managers guide to planning a managers departure, to understand the workflow.
Resignation acceptance letter
If an employee resigns, issue this model resignation acceptance letter to provide specific end of contract information, such as the date of their last day of work.
Managers guide to offboarding
Our guide to offboarding simplifies the process, ensuring a smooth transition for departing employees and minimising disruptions for the company.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Managers guide to planning a managers departure is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
