I need to write a transition letter...
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toshymod
sanderson0705
6 posters
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I need to write a transition letter...
Alright, so I met with our company director today (very good he is mentoring me so I can move up in the company ) and he advised me that I should write a "letter of transition" for while I'm gone.
I was told this letter should include, my everything about my job, how I do it, what exactly I do, and the order etc.
How do I start this? Any wording suggestions, has anyone had to do this before?
I was told this letter should include, my everything about my job, how I do it, what exactly I do, and the order etc.
How do I start this? Any wording suggestions, has anyone had to do this before?
sanderson0705- Posts : 121
Join date : 2008-09-02
Age : 44
Location : Tucson, AZ
Re: I need to write a transition letter...
Do you mean a letter about you taking Maternity leave?
toshymod- Posts : 6
Join date : 2008-09-14
Re: I need to write a transition letter...
start by writting down what you do as rough notes and then make it more in a book or outline form. think of it as a manual for someone coming in to do your job. I have done that for almost every position I have done.
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eileen bauer- Posts : 424
Join date : 2008-09-02
Age : 44
Location : Leander Tx
Re: I need to write a transition letter...
Thank you Eileen. I was so blank as to the "how to start" I kept thinking it should be like a "to whom is doing my job:" kind of letter form or something. I like the manual form though. I did my rough outline of duties this weekend, and wow I do a lot lol. I am going to try to condense it so its not a ton of pages lol
sanderson0705- Posts : 121
Join date : 2008-09-02
Age : 44
Location : Tucson, AZ
Re: I need to write a transition letter...
Ok one more question...odds are someone who already has an idea of my job, does a less detailed version of it, will be covering for me....
So do I do my "manual" in a completey "dumbed down" version so absolutely anyone could do my job...or do I do it in a more general form anticipating that someone who is at least slightly trained in what I do will be performing these tasks?
So do I do my "manual" in a completey "dumbed down" version so absolutely anyone could do my job...or do I do it in a more general form anticipating that someone who is at least slightly trained in what I do will be performing these tasks?
sanderson0705- Posts : 121
Join date : 2008-09-02
Age : 44
Location : Tucson, AZ
Re: I need to write a transition letter...
I would say do it so that anyone could do it because odds are that they won't get someone who knows what they are doing...Oh and I don't know if I'd condense what you do...The more pages the more they will realize how valuable you are Good luck!
Shannon
Shannon
Re: I need to write a transition letter...
I agree with Shannon - the more detail you can give the better.
tweetie462- Posts : 492
Join date : 2008-09-01
Age : 49
Location : CT
Re: I need to write a transition letter...
I would say the more detail the better as well both so you look good and the person doing your job will know exactly what to do.
eileen bauer- Posts : 424
Join date : 2008-09-02
Age : 44
Location : Leander Tx
Re: I need to write a transition letter...
Ok that is how I have been doing it. So far it is like 4 pages for a job I could do with my eyes closed and half asleep. lol I found out the girl that is replacing me is a girl who won't approach me because I am 'intimidating' and she has been gunning for my job ever since she was kinda sorta trained to do it.
I am going to do it in "manual" form. Then include a quick refrence sheet basically this is how my day goes kind of format. So we will see how the director likes it
I am going to do it in "manual" form. Then include a quick refrence sheet basically this is how my day goes kind of format. So we will see how the director likes it
sanderson0705- Posts : 121
Join date : 2008-09-02
Age : 44
Location : Tucson, AZ
Re: I need to write a transition letter...
Sounds really well put together...Hope your director likes it!
Re: I need to write a transition letter...
Alright so I am trucking along with this letter/manual thing
How do I voice concerns without seeming high and mighty? I found out who will be filling in for me, and to put it nicely, she has no business doing my job. I don't want to come back to a huge mess.
Little back ground. I work in workers comp insurance -the pharmacy benafits side. I am the person who talks to the insurance adjusters/sups/branch managers and gets medications paid for. I have been in my position for a year and a half, and have built several relationships with the Sups/Branch Managers that i would really prefer not be ruined while I am on leave.
Any suggestions?
How do I voice concerns without seeming high and mighty? I found out who will be filling in for me, and to put it nicely, she has no business doing my job. I don't want to come back to a huge mess.
Little back ground. I work in workers comp insurance -the pharmacy benafits side. I am the person who talks to the insurance adjusters/sups/branch managers and gets medications paid for. I have been in my position for a year and a half, and have built several relationships with the Sups/Branch Managers that i would really prefer not be ruined while I am on leave.
Any suggestions?
sanderson0705- Posts : 121
Join date : 2008-09-02
Age : 44
Location : Tucson, AZ
Re: I need to write a transition letter...
well since it will be a different representative speaking with these managers and supervisors, I highly doubt they would take it out on you if the person doing your job sucks at it. I mean, if you come back and get an earful from those people, just be like, "I'm very sorry (insert name here), I was on maternity leave and had no input on who would be filling in for me, and I regret that you were treated the way that you were." I'm pretty sure that's all you can do without making the girl filling in for you feel like a jackass. Or call ahead and tell these people you will be gone for a few months and that this girl is filling in for you. That way, they'll know not to expect YOU when they answer the phone. HTH!
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