Role Transition Checklist — Free M365 Copilot AI Prompt

Free intermediate AI prompt for managers: create a checklist for someone transitioning into a new role. Works in M365 Copilot. Tag: onboarding.

Tested by a human Intermediate 👤 Manager 👤 Hr
Create a role transition checklist for [PERSON] moving from [OLD ROLE] to [NEW ROLE]. Include: (1) Knowledge transfer items from old role, (2) Handoff documents and contacts, (3) New role orientation and expectations, (4) Training and skill gaps to address, (5) Key stakeholder introductions, (6) 30-day milestones in the new role, (7) Support contacts. Both the leaver and the successor should use this.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT 🟠 Claude

Copy & Open in

ChatGPT 🟠 Claude

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Tips for Best Results

  • Start the transition at least 2 weeks before the move date
  • Document tribal knowledge that lives only in someone head
  • Schedule overlap time between outgoing and incoming person

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