What to do next to prepare @principal.name for parental leave

will be going out on parental leave in a few months. It’s time to develop their transition plan!

Take these actions

• Meet with @principal.name this week to begin developing their transition plan. 

Develop their transition plan

@principal.name should come prepared with a list of projects they are working on, their day-to-day tasks, important dates and milestones, and suggestions for who they think work could be transitioned to in their absence. 

This is only a starting point for a transition plan that you and your report will develop together. 

Some questions to discuss during this meeting:

• Will projects/customers be temporarily or permanently transitioned to someone else on the team?
• Do you have the internal resources to perform the work in their absence or should you hire additional staff?
• What needs to be completed before they go on leave and what help do they need to complete these activities (and from whom?)?
• What are the key projects/tasks they are working on that will need to continue through their leave?
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• What cover do you think is required to ensure their role and its requirements are met during their leave?
• How would they like to communicate this transition to customers/vendors they work with?

After this meeting

• Collaborate with your report to complete their transition plan. 
• Work with your report to coordinate with people who will pick up project work, as appropriate.
• Schedule the final meeting with your report 3-4 weeks before their anticipated leave date.

You will receive a detailed Pyn a week in advance of this last meeting that outlines what to prepare.