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Team Collaboration

Role Transition Check-in

Sent to direct reports when a role change occurs on the team. Helps managers understand how the team is processing the transition and what concerns need addressing before they quietly fester.

Completion time: 3–5 minutesCadence: After a role change eventBest for: Managers and HR during team restructures or role changesAuto-trigger: When a team member's role changes

Template questions (5)

  1. 1
    How clearly do you understand the changes in your role or team structure?
    Opinion Scale 1–5
    1 = Very unclear
    5 = Very clear
  2. 2
    How supported do you feel during this transition?
    Opinion Scale 1–5
    1 = Not supported
    5 = Very supported
  3. 3
    What concerns or questions do you have about this transition?
    Open text
  4. 4
    What would help make this transition smoother for you or the team?
    Open text
  5. 5
    Do you feel you have the context and information you need to move forward confidently?
    Yes / No
    Yes
    No

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