Manager transition meeting template
Manager transitions happen — use this template to make sure employees are part of the handoff conversation.
About this template
Manager transitions happen — people get promoted, retire, or move onto other roles. When possible, it’s a good idea to involve employees in the handoff from one manager to another. This agenda gives a basic framework for how to discuss the employee’s performance, goals, and growth areas.
The template authors recommend introducing the meeting with a disclaimer: “We understand that this meeting format may feel a bit awkward, as we will openly discuss your work performance. This is all in the service of the goal to fully support you.”
Manager Transition 1-1-1 Meeting Agenda
Introductions and reason why the manager transition is happening.
Review most recent performance evaluations, OKRs, and goals.
Share any additional feedback since recent reviews.
Are there any follow-on 1-1-1 transition meetings needed?
When to use this template
If you know you’ll be transitioning to a new role or company and your replacement has been named, plan a meeting with the employee and the new manager as soon as you can (you may need more than one meeting, so time is a gift!).
Send this agenda ahead of time and prepare detailed notes from the employee’s most recent performance review. Give the employee a few days' notice for the meeting — it’s important they feel comfortable discussing their performance, goals, and areas for improvement.