Creating a Transition Plan – Effectively Moving On

In a fast paced consulting environment it is very common for resources to change projects several times per year – especially for junior resources.  Commonly, at Rosetta, we are asking junior level business analysts to assume more responsibility so more experienced business analysts can take on more value-add roles with our clients. This is the basic leverage model of many consulting firms.

This presents a real challenge for the person “rolling off” the project – you must…
1. continue to operate at a high level on your current engagement
2. effectively transition your current responsibilities to someone else
3. quickly become effective on your new engagement

In this post, I will visit item #2 – effectively transitioning your current responsibilities to someone else.  I believe that, of the three points above, this is the most critical.  Being effective at #2, will allow for minimal impact to your current engagement (#1) and maximum impact to your new engagement (#3).

There are three keys to an effective transition…
1. Task Transfer
2. Shadowing
3. Structured Oversight