Transition is more than just change, it’s a process. Whether you are moving to another firm, retiring or bringing on a new partner, having a plan for your transition will help make it smooth and seamless.
The 6 Step Transition Program is a monthly program where we meet for one hour and develop a complete transition plan starting with step one, goal setting.
From there we have five more steps:
- Exploring transition
- Creating a strategy
- Developing action steps
- Setting time frames
- Finalizing the transition plan