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Onboarding Atlas 路 T09 路 Onboarding plan

Internal transfer / new manager onboarding plan

For internal moves and new managers: only what changes, plus a clean handover of decisions and access.

In review
MixedManagementInternal transferCapability refreshOrdinary collaboration
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The intended result

A handover of responsibilities, stakeholders, skills and access for someone changing role inside the company.

Reuse core learning the person already completed; add AI tasks only if their duties or tools change. Skip the direct-report and manager-training tasks for non-manager transfers.

Intended role
Internal mobility
Plan view
8 of 8 candidate tasks
Starting point
Version 0.2.0 路 review applicability before use

The onboarding plan

Follow the work from arrival to a reviewed outcome

8 tasks 路 3 phases

This is a suggested sequence drawn from the 8-task blueprint. Owners, timing, approvals and completion proof are proposals to confirm locally. Open any task to see its proposed timing, reviewer and evidence of completion.

  1. Phase 01 of 03

    On transfer

    4 tasks

    1. Sequence 01

      1 task
      Manager 1
      • Compare old and new role requirementsBefore role transition
        Owner, review and completion
        Owner
        Manager
        Reviewer
        HR
        Done when
        The list covers only the skills, duties, stakeholders and access that change in the new role.
        Research context
        S10

    2. Sequence 02

      3 tasks
      Manager 2
      • Assign a transition buddyBefore role transition
        Owner, review and completion
        Owner
        Manager
        Reviewer
        Manager
        Done when
        A colleague in the new team agrees to answer practical questions for the first weeks in the role.
        Depends on
        Compare old and new role requirements 路 in this plan
        Research context
        S02
      • Complete responsibility and decision handoverBefore ownership changes
        Owner, review and completion
        Owner
        Manager
        Reviewer
        Manager
        Done when
        Outgoing and incoming owners agree open decisions, risks and who handles escalations from which date.
        Depends on
        Compare old and new role requirements 路 in this plan
      IT 1
      • Review changed access and learningAt role transition
        Owner, review and completion
        Owner
        IT
        Reviewer
        HR
        Done when
        Access from the old role is removed and the new role's access and learning are approved.
        Depends on
        Compare old and new role requirements 路 in this plan

  2. Phase 02 of 03

    First month

    3 tasks

    1. Sequence 01

      3 tasks
      New manager 3
      • Listen to team and key partnersFirst month in role
        Owner, review and completion
        Owner
        New manager
        Reviewer
        Manager
        Done when
        Notes separate commitments made, open concerns and confidential matters.
        Depends on
        Compare old and new role requirements 路 in this plan
      • Hold a first one-to-one with each direct reportFirst two weeks in role
        Owner, review and completion
        Owner
        New manager
        Reviewer
        Manager
        Done when
        Each direct report has had a one-to-one covering their work, concerns and how they prefer to communicate.
        Depends on
        Complete responsibility and decision handover 路 in this plan
      • Start manager-specific trainingFirst month in role
        Owner, review and completion
        Owner
        New manager
        Reviewer
        HR
        Done when
        The new manager is enrolled in the applicable manager training and has completed the first required module.
        Depends on
        Compare old and new role requirements 路 in this plan
        Research context
        S01

  3. Phase 03 of 03

    Day 90

    1 task

    1. Sequence 01

      1 task
      Manager 1
      • Agree a transition development planDay 90 in role
        Owner, review and completion
        Owner
        Manager
        Reviewer
        Manager
        Done when
        Manager and new manager agree strengths, gaps and next development steps based on the first 90 days.
        Depends on
        Listen to team and key partners 路 in this planHold a first one-to-one with each direct report 路 in this plan
        Research context
        S10

Learning path

How role capability grows

  1. Compare old and new role requirements

    The list covers only the skills, duties, stakeholders and access that change in the new role.

    Blueprint task MOVE01

  2. Assign a transition buddy

    A colleague in the new team agrees to answer practical questions for the first weeks in the role.

    Blueprint task MOVE05

  3. Complete responsibility and decision handover

    Outgoing and incoming owners agree open decisions, risks and who handles escalations from which date.

    Blueprint task MOVE03

  4. Review changed access and learning

    Access from the old role is removed and the new role's access and learning are approved.

    Blueprint task MOVE04

  5. Listen to team and key partners

    Notes separate commitments made, open concerns and confidential matters.

    Blueprint task MOVE02

  6. Hold a first one-to-one with each direct report

    Each direct report has had a one-to-one covering their work, concerns and how they prefer to communicate.

    Blueprint task MOVE06

What the evidence says

Findings behind this plan

  • GitLab encourages managers to assign a career mobility buddy when someone moves to a new team, alongside a transition checklist.

    S02

  • McKinsey is building growth plans, modelled on its new-hire plan, for people moving into roles with a step change in responsibility.

    S10

Completion milestone

Target outcome to verify

Result
A handover of responsibilities, stakeholders, skills and access for someone changing role inside the company.
Reviewer
Name an accountable reviewer before activation.
Quality check
Agree the acceptance criteria and completion evidence for this outcome locally.
Timing
Confirm a target date with the local owner; advance on evidence, not elapsed time alone.

Sources and provenance

Read the evidence in context

S02Checked 2026-09-25

GitLab Onboarding Buddies

GitLab 路 Public handbook 路 Undated / living

Manager assigns a buddy before day one; buddy calls on day one and holds at least two follow-up calls in week two.

Limits: Selection criteria are stated as ideals the handbook says cannot always be met.

Open source
S10Checked 2026-09-25

From orientation to impact: Rethinking how we prepare new hires

McKinsey 路 Company program account 路 2025-07-10

A pre-onboarding skills diagnostic routes hires to a foundations or refresher track; daily simulations; a personalized "Day 1 Growth Plan".

Limits: Describes the program design for consultants; reports no outcome data.

Open source
S01Checked 2026-09-25

GitLab Onboarding

GitLab 路 Public handbook 路 Undated / living

Onboarding runs as a GitLab issue opened at least 4 days before the start date, with a 30-day due date and role-specific sections.

Limits: Living handbook page that changes often; describes intended process, not measured outcomes.

Open source

Not found in a document is not proof the organization has no such process. All task schedules, completion rules and blueprints here are original proposed adaptations. Never infer legal duties, actual policies, licensed tools or production permissions.

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