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Managers guide to planning a managers departure

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Documentation sequence

Our Guide to Planning a Manager's Departure provides step-by-step guidance on succession planning, knowledge transfer, team stability, and clear communication strategies.

5 minute read • 1 May 2025
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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

  • Key Tasks and Responsibilities:

    • Document all daily, weekly, monthly, and annual tasks.

    • Include responsibilities like team management, reporting, compliance, and stakeholder communication.

    • Capture details on critical functions, such as decision-making authority and cross-department collaboration.

  • [Retail-Specific: Staff Schedules]:

    • Review the current rota to ensure coverage for all shifts.

    • Highlight key peak and off-season periods, adjusting staff schedules to maintain service levels.

  • Ongoing Projects and Priorities:

    • List projects currently underway and highlight key deliverables.

    • Ensure deadlines and milestones are clearly documented.

2. Allocating Tasks Temporarily

  • Assign Key Responsibilities:

    • Reallocate tasks among senior team members based on skills and availability.

    • Ensure someone oversees daily operations to maintain continuity.

  • 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

  • Define the Role:

    • Review and update the job description to reflect current needs.

    • Incorporate feedback from the departing manager on challenges and opportunities within

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What is this for?

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.

managers guide to planning a managers departure

Documentation sequence

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